Tax Reviewer / US Tax Preparer

Schedule: Full-time, 40 hours per week
Work hours: Monday to Friday, 8:00 AM to 5:00 PM Central Time
Break: 1-hour unpaid break

 

Role overview

We are looking for an experienced Tax Reviewer / US Tax Preparer to support a growing accounting team with hands-on tax preparation, return review, and year-round accounting support. This role is best suited for someone who can work independently, prepare accurate returns, review work with confidence, and step into a fast-moving environment without heavy supervision.

The ideal candidate brings stronger tax depth than a junior preparer, with solid experience in both tax and bookkeeping. This person should be comfortable balancing tax-season priorities with ongoing accounting work such as reconciliations, financial statement support, QuickBooks cleanups, and variance review.

Key responsibilities

• Prepare accurate federal and state tax returns for individuals and businesses
• Review completed returns carefully to identify errors, omissions, and inconsistencies before filing
• Work on tax returns directly, not just support tasks or client follow-up
• Use Drake Software to prepare, review, and manage tax filings and related records
• Maintain clean and organized tax workpapers and digital files
• Support year-round accounting work, including bank reconciliations and general bookkeeping tasks
• Assist with financial statement preparation and review
• Perform QuickBooks Online cleanups, transaction review, and variance analysis
• Flag issues, unusual transactions, or missing documentation early
• Communicate clearly with internal team members when clarification or correction is needed

Requirements

• 5+ years of tax preparation experience
• Strong hands-on experience preparing US tax returns for individuals and businesses
• Ability to review tax work with a high level of accuracy and sound judgment
• Working knowledge of current US tax rules, filing requirements, and tax workflows
• Strong experience with Drake Software
• Strong experience with QuickBooks Online
• Solid bookkeeping and accounting fundamentals
• Strong attention to detail and ability to work independently
• Ability to manage deadlines and maintain quality during busy periods
• Clear written and verbal communication skills

Nice to have

• CPA, Enrolled Agent, or equivalent advanced tax credential
• Experience reviewing the work of other preparers or junior team members
• Experience in public accounting, CPA firms, or multi-client environments
• Experience with financial statements, account reconciliations, and cleanup work outside tax season
• Familiarity with individual returns such as Form 1040 and related schedules, plus business returns

What success looks like in this role

• Tax returns are prepared accurately and ready for timely filing
• Review comments are thoughtful, clear, and catch issues before submission
• Books and tax files stay organized, current, and easy to audit or hand off
• QuickBooks records are kept clean and reliable for reporting and tax preparation
• The team can trust this person to handle both tax work and broader accounting support with minimal oversight