Lead Income Tax Reviewer

Financial Additions; Frisco (TX); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Job summary

Financial Additions in Frisco, TX is seeking a Lead Income Tax Reviewer for a HYBRID, temp-to-hire opportunity. You will review individual income tax returns for accuracy and compliance, provide guidance to preparers, and oversee review workflows to ensure timely filing.

Ideal candidates have CPA/EA credentials, strong knowledge of federal/state tax laws, and experience with ProConnect Tax or similar software. This role emphasizes leadership and technical guidance.

Qualifications

• Extensive experience reviewing individual income tax returns, including complex returns.
• Strong knowledge of federal and state tax laws, deductions, credits, and planning.
• Ability to identify issues and ensure accuracy and compliance.

Responsibilities

• Review individual income tax returns prepared by other tax professionals for accuracy, completeness, and compliance with federal and state tax laws.
• Identify errors, missing information, and potential tax issues; provide feedback and recommendations.
• Research complex tax matters and ensure appropriate application of tax laws and regulations.
• Review tax calculations, deductions, credits, and tax planning strategies.
• Communicate with tax preparers and clients to resolve questions and obtain information.
• Oversee return review workflows to ensure quality, consistency, and timely filing.
• Provide technical guidance and support to tax preparers on complex tax situations.
• Maintain compliance with firm procedures and document retention requirements.

Skills

Tax review

Tax software

Communication skills

Education

CPA

EA

Tools

ProConnect Tax

Job description

Lead Income Tax Reviewer (BBBH26345) Frisco, Texas

Financial Additions is searching for a Lead Income Tax Reviewer for a HYBRID, temp-top-hire opportunity in Frisco, TX.

Responsibilites include:

• Review individual income tax returns prepared by other tax professionals for accuracy, completeness, and compliance with federal and state tax laws.
• Identify errors, missing information, and potential tax issues; provide clear feedback and recommendations for corrections.
• Research complex tax matters and ensure appropriate application of tax laws and regulations.
• Review tax calculations, deductions, credits, and tax planning strategies.
• Communicate with tax preparers and clients as needed to resolve questions and obtain additional information.
• Oversee return review workflows to ensure quality, consistency, and timely filing.
• Provide technical guidance and support to tax preparers on complex tax situations.
• Maintain compliance with firm procedures, client engagement standards, and document retention requirements.

Qualifications include:

• Extensive experience reviewing individual income tax returns, including complex returns.
• Strong knowledge of federal and state individual income tax laws, deductions, credits, and tax planning strategies.
• Ability to identify errors, resolve tax issues, and ensure returns are accurate and compliant.
• Experience using professional tax software; ProConnect Tax preferred.
• Strong research, analytical, and problem-solving skills.
• Excellent communication skills and the ability to provide constructive feedback to tax preparers.
• Strong attention to detail and ability to manage multiple returns and deadlines.
• Prior experience in a lead reviewer, senior tax accountant, or tax supervisor role preferred.
• CPA, Enrolled Agent (EA), or other relevant tax credentials preferred.