This critical role reviews individual, trust, and business tax returns for accuracy and completeness, including state-specific matters, especially RI and MA, resolves errors, and corresponds with taxpayers or staff to obtain any missing information. Communicates effectively with staff to help build the staff skill set.

Submitting tax forms on behalf of clients to pay the appropriate amount of tax and maximize the client’s tax benefits

including knowledge and application of tax credits, deductions, and current legislation.

As a key member of our tax team, the reviewer will utilize their technical skills and educational background and apply

their expertise to locate discrepancies, correct them, and provide positive feedback to staff.

• CPA or EA (Enrolled Agent) license required
• 2 or 4-year accounting degree or equivalent experience preferred but not required
• 1-2 plus years of tax return review experience preferred but not required
• Prior experience with a public accounting and/or professional services firm preferred
• Remote but must be in WA, OR, or ID