U.S. Tax Reviewer, Small Business Returns

The U.S. Tax Reviewer reviews prepared tax returns for accuracy, completeness, customer readiness, filing risk, and alignment with the customer’s books and supporting documentation. This is a quality-control and customer-protection role, not a passive sign-off step.

The ideal candidate can identify material tax errors, catch bookkeeping inconsistencies, validate adjustments, review Form 6765/R&D credit items where applicable, communicate clearly with preparers, and support or conduct customer draft review conversations when needed. The reviewer owns follow-through until the return is corrected, customer-ready, approved, filed, or clearly reassigned.

Core Responsibilities

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns.

• Confirm returns align with year-end financials,...