Tax Reviewer / Tax Manager

About This Role

This role involves overseeing the tax compliance process by reviewing federal, state, and local tax returns for various entities. It suits an experienced and detail-oriented professional with strong technical knowledge, excellent analytical skills, and a commitment to quality and client service.

Responsibilities

• Review complex federal, state, and local tax returns prepared by tax staff for accuracy, completeness, and compliance with applicable tax laws and regulations
• Provide technical guidance
• Identify tax-saving opportunities and ensure clients take full advantage of all eligible deductions and credits
• Collaborate with engagement teams to ensure timely and efficient completion of tax engagements
• Research and analyze complex tax issues, including new tax laws and their implications
• Assist in managing client expectations, engagement timelines, and deliverables
• Ensure all work is completed in accordance with firm policies, procedures, and professional standards
• Maintain current knowledge of industry trends and regulatory changes affecting clients and the profession
• Participate in process improvement initiatives related to tax review procedures and workflow
• Maintain tax prep priorities, deliverables, and deadlines
• Work independently or as part of a team

Requirements

• CPA required
• Minimum of 10 years' experience reviewing and preparing tax returns
• Bachelor’s or Associate’s degree required
• Experience with tax preparation and accounting
• Experience in public accounting preferred
• Excellent attention to detail and strong organizational skills
• Ability to professionally engage with clients, verbally and in writing
• Proficiency working with a computer and software
• Experience with compiled and reviewed financial statements a plus
• Experience with Click Up, CCH/Engagement, and QuickBooks a big plus

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Important Details

• Schedule: Monday to Friday, typical working hours aligning with Mountain Standard Time (MST) zone, with flexibility in managing your schedule