Senior Tax Reviewer

Magnolia Tax Services is hiring a Senior Tax Reviewer to review business and individual returns, talk directly with clients, and serve as a technical anchor for our preparer team. This is a fully remote, full-time role open to candidates living in Wisconsin or Illinois.

Magnolia is a remote tax planning, preparation, and bookkeeping firm based in Milwaukee. We have served 800+ clients and our revenue has doubled every year. Our clients are business owners: S-corp owners, real estate investors, physicians, restaurant and hospitality owners, and realtors. We focus on proactive planning, not just year-end compliance.

• Review Forms 1120-S, 1065, and 1040 (with Schedules C and
  
  E) prepared in Drake by our domestic and offshore preparers before they go to the client
• Prepare complex returns yourself when needed, especially multi-entity S-corp and partnership groups
• Check the items that matter most for our clients: shareholder and partner basis, reasonable compensation, K-1 flow-through, depreciation and cost segregation, passive activity rules, and state filings
• Lead return review calls with clients, explaining results, open items, and planning opportunities in plain language
• Respond to IRS and state notices and support the team on correspondence audits
• Give preparers clear, written review notes that help them improve
• Flag planning opportunities (entity structure, retirement plans, accountable plans) to firm leadership
• Help refine our review checklists and workflow in Tax Dome during and after tax season

• Enrolled Agent or CPA credential (active), or CPA candidate with substantial review experience
• 4+ years preparing business returns, including at least 2 seasons reviewing 1120-S and 1065 returns
• Strong working knowledge of S-corp and partnership basis, reasonable compensation, and Schedule E rental activity
• Confident speaking with clients by phone and video, including explaining a return or a notice
• Comfortable working remotely and independently, with US Central Time business-hours availability
• Lives in Wisconsin or Illinois

• Medical practice or restaurant clients
• Multistate returns, especially Wisconsin and Illinois
• Experience with Drake Tax and Tax Dome (our software stack); other professional tax software experience also welcome

• Base salary: $70,000 to $80,000, based on experience and credential
• Busy-season performance bonus
• 401(k) with a 100% employer match on up to 4% of pay (safe harbor plan), eligible after 6 months
• Health reimbursement (QSEHRA): $400/month toward individual health and dental premiums and out-of-pocket medical costs, tax-free, after 90 days
• Full-time, W-2
• 100% remote (must live in Wisconsin or Illinois); standard Central Time business hours, with extended hours during tax season
• A remote role without Big 4 hours, direct access to firm leadership, and a growing client base built on planning work