U.S. Tax Reviewer / Senior Tax Professional

Job Description:

About the Role:

We are seeking an experienced U.S. Tax Reviewer / Senior Tax Professional with strong technical expertise in federal and state tax compliance for individuals and businesses. The ideal candidate will have extensive experience performing signing-level or partner-level reviews, ensuring accuracy, compliance, and efficiency across all deliverables.

Key Responsibilities:

• Perform detailed and signing-level reviews of U.S. tax returns including:
  Individual (Form 1040)
  S-Corporation (Form 1120S)
  Partnership (Form 1065)
  
  
• C-Corporation (Consolidated and Stand-alone 1120)
• Identify and document technical tax issues and ensure proper treatment under U.S. tax laws.
• Review trial balances and identify potential adjustments (e.g., depreciation, accounting method changes, accrual adjustments).
• Provide constructive feedback and guidance to preparers and internal staff during the review process.
• Ensure timely turnaround of reviews within established budgets and quality benchmarks.
• Maintain comprehensive documentation of review procedures and considerations for audit readiness.
• Collaborate effectively within the firm's workflow structure, coordinating with U.S. team members and managers.
• Support process improvement initiatives to enhance team efficiency and accuracy.
• Communicate effectively with clients and internal stakeholders, demonstrating professionalism and accountability.
• Stay current with evolving federal and state tax regulations and ensure compliance in all reviewed engagements.
• Maintain a strong sense of ethical conduct, integrity, and responsibility in all professional activities.

Required Technical Expertise:

• 7-12 years of relevant experience in U.S. tax preparation and review.
• Proven experience performing top-side or partner-level reviews (not just preparation or first review).

Strong working knowledge of:

• CCH Access (Mandatory)
• Full Microsoft Suite (Excel, Word, Outlook, Teams)
• Ability to perform complex trial balance analysis and identify tax-sensitive adjustments independently.
• Comprehensive understanding of U.S. tax laws, GAAP principles, and IRS regulations.
• Strong documentation and analytical skills with focus on accuracy and compliance.

Professional Skills & Attributes:

• Excellent critical thinking and problem-solving abilities.
• Strong communication skills (both written and verbal).
• Ability to build and maintain professional relationships with team members and clients.
• Time management skills to deliver reviews within deadlines and budgets.
• Ability to work independently with minimal supervision while collaborating effectively in team environments.
• Willingness to work overtime during peak tax season.
• Self-motivated to learn, adapt, and grow with changing tax and technology landscapes.