Tax Reviewer

Team: Tax and Compliance

Location: Remote in Latin America, Remote in Philippines

Commitment: Full-time

Workplace Type: remote

What you will do

• Review Federal and State business income tax returns prepared by other team members, ensuring accuracy, completeness, and compliance with applicable tax laws.
• Identify errors, inconsistencies, and missing information, providing clear feedback and guidance to tax preparers.
• Review tax calculations, supporting documentation, and client data before returns are finalized.
• Work closely with Tax Preparers to resolve technical tax issues and improve filing quality.
• Assist with complex tax matters, tax notices, amendments, and client inquiries.
• Communicate directly with clients via email and video calls when additional 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.
• Contribute to improving internal tax processes, documentation, and quality assurance standards.

Who you are

• Active EA (Enrolled Agent) or CPA license.
• Active PTIN or the 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 Form 1120, Form 5472, and Form 1065, particularly for non-U.S. business owners and partnerships.
• Ability to communicate effectively with clients and colleagues in a remote work environment, including video meetings.
• Excellent analytical skills and strong attention to detail.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced startup environment.
• Excellent written and verbal English communication skills.
• Strong problem-solving and critical thinking skills.

Compensation and benefits

• This is a permanent role with the company.
• Generous PTO / sick leave
• You will work directly with the lead CPA for the tax filing process, gaining direct experience
• Free food and snacks (if in NYC office)
• Bring your dog to work 🐶 (if in NYC office)