Technical Tax Reviewer

Technical Tax Reviewer — Remote | $150K + Bonus

A fast-growing wealth management firm has built tax consulting into the center of their client strategy — and they've reached a scale where the review function needs its own dedicated senior owner. This is a fully remote, direct-hire opportunity for a senior tax professional who is done being a preparer and wants to own the review process end to end.

If you're interested, please APPLY NOW for consideration!

What you'll be doing:

Reviewing complex federal and multi-state returns — HNW individuals, partnerships, S-corps, C-corps, trusts, and estates. Signing off. Catching errors before they leave the building. Communicating feedback directly to preparers (not through management). And helping build the review workflow and quality standards as the tax division continues to scale. Volume is approximately 1,000 returns per season, many on extension.

You're the right fit if:

• You have 15–20+ years of tax experience with a heavy review and sign-off focus
• You hold an active EA or CPA license
• You're independently proficient in CCH Access or a comparable platform
• You know complex partnership returns cold — step-ups in basis, special allocations, multi-state K-1s
• You give feedback directly to the person who made the mistake, not up the chain
• You can move efficiently under volume — this is not a 2-returns-a-day environment
• International or expat experience is a significant plus

What's in it for you:

• $150K base salary + 10% annual bonus (paid February)
• $400/month health insurance contribution
• 15 days PTO + sick days + paid holidays
• 401k with company match
• Fully remote — work from anywhere in the US

*US Citizens and Permanent Residents are welcome to apply. Unable to provide sponsorship at this time.*