CPA Licensed Senior Tax Reviewer

Job Summary

To support a growing practice, the remote CPA Licensed Senior Tax Reviewer will perform detailed technical reviews of complex federal and state tax returns, ensuring accuracy and providing feedback to junior preparers.

Key responsibilities

• Conduct detailed reviews of federal and state tax returns for various entity types prior to manager-level sign-off
• Apply judgment to identify high-impact issues and verify data accuracy against QuickBooks Online
• Provide training and feedback to tax staff to improve first-pass accuracy and respond to client inquiries on technical tax matters

Required qualifications

• Active CPA license or Enrolled Agent (EA) certification
• 8+ years of experience in tax preparation, with at least 2 years in a review capacity
• Expert proficiency with CCH Axcess and QuickBooks Online
• Strong understanding of bookkeeping and financial statements, including Schedule L reconciliation
• Demonstrated ability to review across various entity types, including individuals and nonprofits