Tax Reviewer

Choice Tax Relief, Inc. is seeking a full-time Tax Reviewer to review tax returns for its year-round tax practice.

The vast majority of the returns we do are relatively straightforward 1040 returns prepared based on wage and income transcripts as well as other documents provided by the client, though we do have some 1120, 1120S, 1065, and CA 568 (SMLLC) work.

We often have to do multiple years of tax returns for a single client because they haven't filed in some time.

The ideal candidate is an organized, self-motivated, personable individual with sharp critical thinking skills and attention to detail. We cannot stress the importance of attention to detail — you will be expected to review your own as well as others' work such that the returns are perfect when they go to the client!

Pursuit of CPA license and/or EA credential is encouraged, and we will support high-performing candidates in earning these.

Compensation:

• $25.00/hour with five years of tax return experience through $30.00/hour+ with at least seven years of tax return experience
• Paid-time off starts accruing after three months of service

Requirements:

• At least five years of experience preparing or reviewing 1040 tax returns
• Must work with a strong sense of urgency & accountability
• Extremely high level of attention to detail is a must; you must detail review the client documents as well as the tax returns you review for errors; your work will be closely scrutinized during the probationary period to ensure you are a fit in this regard.
• Ability to communicate clearly, both verbally and in writing, with internal team members as well as clients
• Drake Tax Software experience a plus
• PTIN required

Responsibilities:

• Review federal and state individual income tax returns for current and past years
• Occasionally prepare federal and state individual income tax returns for current and past years if Tax Preparers are all full capacity
• Analyze IRS wage and income transcripts for tax return preparation purposes and ensure all data on transcripts are accounted for on the returns
• Review tax return workpapers that match the return for ease of review; guide Tax Preparers in the efficient preparation of these workpapers
• Communicate with clients to obtain necessary information to complete their tax returns as well as the "results" of their tax returns
• Monitor tax return calendar to ensure timely filings
• Collect signature pages from client and paper file / e-file returns promptly
• Make sure e-filed returns are accepted
• Record client communication, internal communication, and tax return documents in CRM

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: No less than 40 per week

Benefits:

• Paid time off

Schedule:

• Monday to Friday
• Weekends as needed
• Year round work

Experience:

• tax return preparation or review: 5 years (Preferred)

License/Certification:

• PTIN (Required)

Ability to Relocate:

• Valencia, CA 91355: Relocate before starting work (Required)

Work Location: In person