Job Description
Job Description
Job Title : Tax Preparer and Reviewer
Department : Tax
Reports To : Tax Manager / Partner
Location : United States - Remote
Position Overview
We are seeking an experienced and detail-oriented Tax Preparer and Reviewer to join our growing CPA firm. This role is responsible for preparing and reviewing individual, corporate, partnership, and fiduciary tax returns while ensuring compliance with federal, state, and local tax regulations. The ideal candidate demonstrates strong technical skills, sound judgment, and the ability to mentor junior staff in a collaborative environment.
Key Responsibilities
- Prepare and review complex federal and state income tax returns for individuals, corporations, partnerships, and trusts.
- Identify tax issues, research solutions, and provide recommendations to management and clients.
- Review work prepared by staff accountants for accuracy, completeness, and compliance.
- Communicate directly with clients to gather information, clarify issues, and discuss tax matters.
- Assist in year-end tax planning and projections.
- Maintain up-to-date knowledge of current tax laws and regulations.
- Support workflow management to ensure timely filing and high-quality deliverables.
- Contribute to staff development through review feedback and informal coaching.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field.CPA license or active pursuit of CPA certification preferred.3–5 years of recent public accounting tax experience.Proficiency in tax preparation software (e.g., UltraTax, CCH Axcess, Lacerte, or similar) and Microsoft Office Suite.Strong analytical, organizational, and communication skills.Ability to manage multiple engagements and meet deadlines in a fast-paced environment.