Overview
This role involves reviewing complex individual tax returns prepared by junior-level staff for the upcoming 2027 tax season. The Tax Reviewer provides feedback and guidance, may help compile and present training materials for others in the department, and does not involve client contact.
Remote work may be considered.
Responsibilities
- Use departmental systems and software to review tax returns prepared by junior staff using CCH Axcess.
- Ensure tax returns are complete and accurate by referring to prior-year tax documents.
- Follow federal, state, and local tax laws; perform tax research when necessary.
- Escalate complex tax issues to the manager for counsel when appropriate.
- Use practice management software for workflow and client billing.
- Provide guidance and training to tax preparers on new and/or complicated tax topics.
- Attend department meetings through Microsoft Teams.
Requirements
- High School Diploma.
- 3 to 5 years of relevant work experience within a CPA firm or tax preparation company.
- Working knowledge of Microsoft Office.
- SurePrep experience required.
- Strong interpersonal skills to serve as a subject matter expert in a reviewer role, including providing answers/resolutions to escalated calls.
- Ability to attend training during the 4th week of January 2027.
- Ability to work Part-time January through February, then work a consistent schedule 6 to 7 days per week through April 15th.
Preferred Qualifications
- CPA or EA preferred (not required).
Compensation & Benefits
- Estimated pay range (if based in Denver, CO): $37-$60/hour.
- Actual compensation will be determined based on skills, experience, and geographic location and may be more or less than the amount shown.
Location
Remote eligibility may be considered for candidates located in: Virginia, Maryland, North Carolina, Pennsylvania, Florida, Colorado, South Carolina, or Texas.
Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.