About this role
Role Overview
- Review individual, partnership, S-corporation, and corporate tax returns prepared by internal or offshore staff
- Identify errors, inconsistencies, and compliance risks before final submission
- Communicate directly with clients regarding tax documentation, filing questions, and financial matters
- Support month-end and year-end accounting processes for multiple client accounts
- Review and adjust QuickBooks financials to ensure tax readiness and reporting accuracy
- Assist with workflow improvements and internal process standardization
- Provide oversight and guidance to junior accounting or offshore support staff
- Maintain compliance with federal, state, and local tax requirements across multiple client engagements
- Support tax planning initiatives and identify opportunities for operational improvement
Requirements
- 5+ years of public accounting or tax accounting experience required
- Experience reviewing tax returns is required, not just preparing them
- Strong experience with UltraTax, Drake, Canopy, or similar tax software preferred
- Proficiency with QuickBooks and general ledger accounting required
- Experience working in a public accounting or client-services environment required
- Ability to operate independently in a hybrid or partially remote environment
- CPA license or CPA eligibility preferred but not required
- Candidates with only AP/AR or internal corporate accounting experience will not be sufficient
Benefits
- Health insurance
- Retirement plan options
- Paid time off
- Other company-sponsored programs