Original listing text, shown exactly as published by the company.
ABOUT THE ROLE
You’ll serve as the final checkpoint in the tax workflow — the reviewer of record. Preparers hand off completed 1040s, 1120s, 1120-S, and 1065s; you make sure they’re right before they’re filed. You’ll spot calculation errors, missed elections, and documentation gaps, then coordinate with the preparer to get them resolved.
This is a higher-accountability role than preparation, and the compensation reflects it. You’ll communicate directly with clients — but strictly to clarify questions about the return itself. No advisory services. No planning conversations. Just clean, accurate returns and clear answers about what’s on them.
You’ll work in Drake and a proprietary internal platform (training provided), partner with U.S.-based teams on technical questions, and help raise the quality bar across the workflow.
The Ideal Candidate
- You’re the person other reviewers double-check their work against
- You can spot a missing K-1 footnote, a wrong basis calculation, or a miscoded depreciation method on the first pass
- You stay in your lane on client calls — you answer what’s on the return, not what could be
- You’re comfortable being the last name on the file
- You believe a clean review note saves three rounds of rework
WHAT YOU’LL OWN
Return Review & Sign-Off
Be the final checkpoint before filing.
- Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
- Verify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicable
- Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)
- Validate apportionment, nexus, composite/PTE elections, and state-specific quirks
- Confirm e-file readiness: forms, signatures, acknowledgments, and extensions
Quality Control & Issue Resolution
Catch it before it ships.
- Identify gaps, errors, or unclear treatment in prepared returns
- Write clear, actionable review notes preparers can resolve without back-and-forth
- Coordinate with the preparer through resolution; verify fixes before final sign-off
- Escalate technical questions to internal U.S.-based colleagues when needed
Client Communication (Return-Scoped Only)
Answer what’s on the return — nothing more.
- Respond to client questions specifically about line items, calculations, or filings on the prepared return
- Explain results clearly without offering advisory or planning recommendations
- Redirect advisory questions to the appropriate party
Tools & Workflow
Work cleanly in the tools that ship returns.
- Drake tax software (preferred experience)
- Proprietary internal platform — training provided
- Maintain audit-ready workpapers and documentation trails
Data Integrity
Leave a trail anyone can follow.
- Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work quickly
WHAT YOU’LL BRING
- Extensive experience reviewing and/or preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
- Deep familiarity with state tax filings across multiple jurisdictions
- High degree of accuracy and professional judgment; comfortable taking final accountability for filed returns
- Strong communication skills for both client-facing (return-specific) and internal correspondence
- Experience with Drake tax software preferred
- Confident written and spoken English; client-facing presence
Preferred (nice to have)
- CPA or Enrolled Agent (EA) designation strongly preferred
- Experience with R&D tax credits (Form 6765)
- Familiarity with NYC local tax filings
- Prior review or supervisory tax role
