Tax Reviewer

Overview

This role is for individual applicants residing in the US only.

As a Tax Reviewer, you serve as the final technical check before a return is ready for client sign-off. You will review federal and state returns, including returns prepared with AI, and help preparers get things right the first time. Work will be performed using Claude and other tools as needed. If you notice repetitive tasks during the review process, you’ll be expected to identify and help automate them.

Responsibilities

• Review federal and state returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before final sign-off.
• Review returns prepared by the team and by AI.
• Use AI tools, Claude skills, and the company’s platform to accelerate reviews and reduce administrative work.
• Verify that QuickBooks Online data ties to Schedule L for clients who keep internal books.
• Identify recurring errors and provide clear, direct feedback to preparers.
• Suggest process improvements and assist with implementing them.
• Answer client questions clearly and follow through until issues are resolved.

Requirements

• Tax review experience and a background in tax preparation.
• Daily, hands-on use of AI at work and interest in doing more with AI.
• Strong Excel skills.
• High attention to detail.
• Coachability and initiative, including asking for feedback and speaking up when a process could be improved.
• Friendly, professional client communication and strong follow-through.
• Multi-state and multi-entity review experience.
• Valid PTIN required (or ability to acquire one prior to start).

Preferred Qualifications

• CPA or EA preferred.

Compensation & Benefits

• Pay range: $85,000 to $105,000 per year, based on credentials, review experience, and AI fluency.
• Health, dental, vision, 401(k), and life insurance.
• Fully remote work.

Location

• Fully remote, US residents only.
• Hiring in select states.
• Phoenix and Scottsdale candidates are a plus.