Tax Reviewer

The US Tax Reviewer will be responsible for reviewing, analyzing, and ensuring the accuracy of US tax returns prepared by associates. The role involves applying in-depth knowledge of US federal and state tax laws, ensuring compliance with IRS regulations, and providing feedback to preparers to maintain high-quality deliverables. This position requires strong technical expertise, attention to detail, and the ability to guide junior team members.

Key Responsibilities:

Review US Individual, Partnership, Corporate, and Trust tax returns for accuracy and compliance with IRS and state regulations.
Ensure that all returns are prepared in accordance with the latest US tax laws and filing requirements.
Identify discrepancies, errors, or missing information and provide clear review notes for correction.
Perform tax research and resolve complex tax issues as required.
Monitor E-filing processes and ensure timely submission of returns.
Maintain updated knowledge of US tax laws, IRS guidelines, and changes in compliance requirements.
Collaborate with tax preparers and provide guidance to improve accuracy and efficiency in tax return preparation.
Assist in tax planning strategies and advisory tasks, when required.
Ensure confidentiality and compliance with company policies regarding client data and documents.
Support the training and development of junior associates in US tax concepts and return preparation.

Required Skills &

Competencies:

Education & Certification:  Bachelor’s degree in Accounting, Finance, or related field. CPA/EA certification (added advantage).

Experience:

3–5 years of experience in US tax preparation and review.

Experience with multiple tax software platforms is an advantage.
Technical Knowledge:  Strong understanding of US federal and state tax regulations, tax forms (1040, 1065, 1120, 1120S, 1041, etc.), and filing procedures.
Analytical

Skills:

Ability to analyze tax data, identify discrepancies, and provide accurate solutions.
Communication

Skills:

Excellent written and verbal communication skills for effective review notes and client communication.
Technology Proficiency:  Hands-on experience with tax software (Drake, Pro System, Ultra Tax, Lacerte, etc.) and MS Office.
Leadership:  Ability to guide and mentor team members, ensuring quality and timely delivery.
Attention to Detail:  Strong focus on accuracy, compliance, and deadlines.
Problem-Solving:  Aptitude for handling complex tax scenarios and providing practical solutions.