Tax Reviewer with PTIN
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Job Summary
As a Tax Reviewer with PTIN, the remote position will review federal and state tax returns, including those prepared using AI, ensuring accuracy and compliance while providing feedback to preparers and suggesting process improvements.
Key responsibilities
- Review federal and state returns for various entities before final sign-off
- Utilize AI tools and the company's platform to enhance review efficiency and reduce administrative work
- Provide clear feedback on recurring errors and address client inquiries until resolved
Required qualifications
- Tax review experience and background in tax preparation
- Daily hands-on experience with AI and a strong interest in leveraging it further
- Proficient in Excel
- Valid PTIN required (or ability to obtain one prior to start)
- CPA or EA preferred
Complete Job Description
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