Tax Reviewer
Reviews federal and state business tax returns for accuracy, compliance, and completeness, while resolving technical issues and supporting clients. Requires an active EA or CPA license, PTIN eligibility, business tax compliance expertise, and strong English communication skills.
About the job
Responsibilities
- Review federal and state business income tax returns prepared by other team members for accuracy, completeness, and compliance with applicable tax laws.
- Identify errors, inconsistencies, and missing information; provide clear feedback and guidance to tax preparers.
- Review tax calculations, supporting documentation, and client data before returns are finalized.
- Collaborate with Tax Preparers to resolve technical tax issues and improve filing quality.
- Assist with complex tax matters, tax notices, amendments, and client inquiries.
- Communicate with clients by email and video calls when clarification or tax guidance is needed.
- Collaborate with the broader Tax team to meet filing deadlines during tax season.
- Research U.S. federal and state tax regulations to support accurate tax treatment.
- Improve internal tax processes, documentation, and quality assurance standards.
Requirements
- Active Enrolled Agent (EA) or CPA license.
- Active PTIN or ability to obtain one before tax season.
- Experience reviewing federal and state business income tax returns.
- Strong knowledge of business tax compliance, including quarterly estimates, tax notices, and tax dispute resolution.
- Experience with Forms 1120, 5472, and 1065, particularly for non-U.S. business owners and partnerships.
- Effective communication with clients and colleagues in a remote work environment, including video meetings.
- Excellent analytical, organizational, written English, verbal English, problem-solving, and critical-thinking skills.
- Ability to manage multiple priorities in a fast-paced startup environment.
Compensation and Benefits
- Permanent role with the company.
- Generous paid time off and sick leave.
- Direct experience working with the lead CPA on the tax filing process.
- Free food and snacks if working in the NYC office.
- Dogs allowed in the NYC office.
Skills
Enrolled Agent, CPA, Ptin, Business Tax Compliance, Form 1120, Form 5472, Form 1065, Tax Notices, Tax Regulations, Tax Dispute Resolution, Quarterly Tax Estimates, Video Conferencing
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