Tax Review & Compliance Specialist

• Review tax returns for individuals, businesses, and other entities to ensure accuracy, completeness, and compliance with federal, state, and local tax regulations

• Identify errors, inconsistencies, and potential tax savings opportunities, providing detailed feedback to preparers

• Ensure all required documentation is complete and properly supported prior to filing

• Review and assist with responses to IRS notices and inquiries, ensuring timely and accurate resolution

• Collaborate with tax preparers and team members to improve overall quality and efficiency of tax engagements

• Maintain strong client relationships by communicating complex tax information clearly and professionally when needed

• Provide guidance on tax software and processes to improve accuracy and efficiency

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 3–5 years of experience in tax preparation and/or tax review
• Strong knowledge of federal, state, and local tax regulations
• Experience reviewing individual and business tax returns preferred
• Familiarity with tax preparation software and accounting systems (e.g., Quick Books)
• Excellent analytical, organizational, and problem-solving skills
• Strong communication skills with the ability to provide clear, constructive feedback
• Detail-oriented with the ability to manage multiple priorities and deadlines

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Hard Skills

• tax preparation
• tax review
• federal tax regulations
• state tax regulations
• local tax regulations
• analytical skills
• problem-solving skills
• organizational skills
• detail-oriented

Soft Skills

• communication skills
• constructive feedback
• client relationship management
• collaboration
• time management

Certifications & Qualifications

• Bachelor’s degree in Accounting
• Bachelor’s degree in Finance