About Us
We are a growing, client-focused accounting firm dedicated to delivering high-quality tax services with a personal touch. Our team values accuracy, responsiveness, innovation, and building strong relationships with our clients year-round.
Position Overview
We are seeking a detail-oriented Tax Reviewer who excels in technical review, proactive client communication, and the use of modern technology and AI tools. This fully remote role is ideal for a tax professional who takes ownership of the client experience from review through delivery while leveraging technology to improve efficiency and service.
Key Responsibilities
• Review individual, corporate, and partnership tax returns for accuracy, completeness, and compliance.
• Ensure all returns meet firm standards before delivery.
• Proactively communicate with clients throughout the tax process.
• Gather missing information and resolve discrepancies before they become issues.
• Explain tax positions, results, and planning opportunities in a client-friendly manner.
• Identify tax-saving opportunities and potential risks.
• Lead and participate in virtual delivery calls.
• Collaborate with preparers and team members using remote technologies.
• Utilize AI tools and emerging technologies to improve workflow efficiency, research capabilities, and client service.
Required Qualifications
• 3+ years of experience in tax preparation and/or tax review.
• Strong knowledge of federal and state tax regulations.
• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) designation required.
• Demonstrated experience using AI tools and technology to improve productivity, research, workflow management, and client service.
• Excellent attention to detail and organizational skills.
• Outstanding verbal and written communication skills.
• Ability to explain complex tax concepts clearly in a virtual environment.
• Ability to work independently and manage multiple deadlines remotely.
Pay: $110,000.00 - $150,000.00 per year
Benefits:
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Work from home
Work Location: Remote