Seasonal Tax Reviewer (Remote)

Overview

The organization is seeking an experienced Seasonal Tax Reviewer to join its tax team. This role supports accurate, compliant tax return preparation and serves as a technical resource for complex tax questions. Flexibility and a collaborative work environment are available.

This position is intended for casual and/or seasonal family members.

Responsibilities

• Review prepared tax returns for individuals, businesses, partnerships, or trusts to check for errors or discrepancies and confirm required documentation is included.
• Provide guidance to tax preparers on tax matters and act as a technical resource for complex tax questions.
• Interface with client personnel to review and apply accounting and tax principles.
• Contact clients by phone or email to gather necessary information.
• Review files to ensure required signatures are present, supporting documentation is included, and filings comply with due dates.
• Obtain proper filing extensions when necessary.
• Perform detailed review, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance (depending on experience).
• Perform all work in compliance with the firm’s policies and procedures.
• Maintain technical tax skills through on-the-job training and participation in internal tax training sessions.
• Conduct complex tax research and stay current with tax laws and regulations.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior family members.

Requirements

• 7 years of relevant experience required.
• Bachelor’s degree required.
• CPA is required (JD or Enrolled Agent is acceptable in lieu).

Preferred Qualifications

• Degree in Accounting, Finance, or related field.

Compensation & Benefits

• Competitive wages based on factors including geography, experience, education, skills, and knowledge.
• California compensation range: $53.40 - $90.70.
• Colorado compensation range: $49.30 - 81.70.
• Washington compensation range: $49.30 - $84.70.

Benefits may include health, dental, vision, and 401k, among other options.

Location

• California
• Colorado
• Washington