Key Responsibilities

Review individual and business tax returns prepared by tax preparers, ensuring accuracy, completeness, and compliance with applicable tax laws and regulations
Use AI-enabled review tools as part of the workflow, adapting to evolving review processes while applying sound judgment informed by professional experience
Conduct detailed quality assurance checks, identifying errors, inconsistencies, or optimization opportunities and providing clear corrections or guidance
Oversee the finalization of tax filings, including sign-off/approval of returns prior to e-filing submissions and re-efiling after capturing and fixing rejection errors
Handle complex or escalated tax situations, applying professional judgment and collaborating with internal experts as needed
Support and mentor tax preparers by providing feedback, coaching, and reinforcing best practices
Maintain strong client experience by addressing key tax-related questions, clarifications, or escalations
Share recurring issues, process gaps, and product feedback with leadership and product teams

Requirements

Active EA or CPA credential and a valid PTIN
5+ years of paid individual tax prep experience, including at least 30 returns prepared in each of the last two tax seasons
2+ years experience reviewing moderate to high-complexity returns prepared by other tax professionals in a high-volume tax practice, including multi-state, self-employment, rental, and investment income
Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers
Self-starter mindset—comfortable with change, learning by doing