Senior Tax Reviewer

Overview

This is a fully remote Senior Tax Reviewer role with a remote tax planning, preparation, and bookkeeping firm. The organization is based in Milwaukee and serves over 800 clients, with a focus on proactive tax planning beyond year-end compliance.

This position serves as the technical anchor for the tax preparer team by reviewing complex returns, communicating results and planning opportunities to clients, and supporting audit correspondence.

Responsibilities

• Review Forms 1120-S, 1065, and 1040 (Schedules C and E) prepared by domestic and offshore preparers
• Prepare complex returns as needed, especially multi-entity S-corp and partnership groups
• Verify critical tax items, including:
  • Shareholder and partner basis
  • Reasonable compensation
  • K-1 flow-through
  • Depreciation
  • Cost segregation
  • Passive activity rules
  • State filings
• Lead return review calls with clients, explaining results, open items, and planning opportunities clearly
• Respond to IRS and state notices and assist with correspondence audits
• Provide clear, written review notes to preparers for improvement
• Identify and communicate tax planning opportunities to firm leadership
• Refine review checklists and workflow in TaxDome during and after tax season

Requirements

• Active Enrolled Agent or CPA credential, or a CPA candidate with substantial review experience
• Minimum of 4 years preparing business tax returns, including at least 2 seasons reviewing 1120-S and 1065 returns
• Strong knowledge of:
  • S-corp and partnership basis
  • Reasonable compensation
  • Schedule E rental activity
• Confident communicating with clients via phone and video
• Ability to work remotely and independently with availability during US Central Time business hours
• Residency in Wisconsin or Illinois

Preferred Qualifications

• None listed

Compensation & Benefits

• Base salary: $70,000 to $80,000 (based on experience and credential)
• Busy-season performance bonus
• 401(k) with 100% employer match up to 4% of pay, eligible after 6 months
• Health reimbursement arrangement (QSEHRA): $400 per month toward individual health and dental premiums and out-of-pocket medical costs (tax-free), after 90 days

Location

• Fully remote
• Residency required: Wisconsin or Illinois
• Availability during US Central Time business hours