We are seeking a credentialed Tax & Accounting Reviewer to join our team on a permanent, part-time basis.
Credential Requirement: Active CPA or Enrolled Agent (EA) Required
Position Overview:
We are seeking a credentialed Tax & Accounting Reviewer to join our team on a permanent, part-time basis. This is not a seasonal temp role; we need a consistent technical partner to ensure quality year-round. You will focus exclusively on the technical review of accounting files and tax returns prepared by our staff. This role offers the flexibility to set your own hours while utilizing your high-level tax knowledge, without the burnout of client management or sales.
Key Responsibilities:
• Technical Review (Tax):
• Review complex tax returns (1120S, 1065, 1040) for accuracy and compliance.
• Identify missed deductions, credits, or potential audit risks.
• Provide clear, written feedback to the preparation team for corrections.
• Sign off on returns as the final quality control checkpoint.
• Technical Review (Accounting):
• Review monthly and quarterly financial statements (QuickBooks Online) for clients.
• Verify that the Balance Sheet and P&L are "tax-ready" and accurately reflect the business activity.
• Year-Round Compliance:
• Review quarterly tax projections and estimated payment calculations.
• Assist with notices, amendments, or year-end tax planning calculations as needed.
Qualifications:
• License: Active CPA or Enrolled Agent (EA) status is mandatory.
• Experience: 5+ years of hands-on tax preparation and review experience.
• Software: Proficiency in TaxDome and QuickBooks Online is required.
• Work Style: You are detail-oriented, efficient, and prefer "heads-down" technical work over client meetings.
Why This Role?
• Consistency: Steady, year-round hours (not just a seasonal rush).
• Flexibility: Work remotely or on a schedule that fits your life.
• No "Client Facing" Stress: Your client is the firm. You focus on the numbers, not the phone calls.