Remote Senior Tax Reviewer — Leads Complex Returns

Magnolia Tax Services; Madison (WI); À distance; USD 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health reimbursement (QSEHRA)

401(k) with employer match

Base salary $70,000–$80,000 (DOE)

Seasonal bonus

100% remote (WI or IL resident)

Résumé du poste

Magnolia Tax Services is seeking a Senior Tax Reviewer to lead reviews of complex business and individual returns, discuss results with clients, and anchor our preparer team from a fully remote, full-time role. You will ensure accuracy and provide planning guidance to engagements.

The position is open to Wisconsin or Illinois residents, offers a base salary of $70,000–$80,000, seasonal bonus, a 401(k) with employer match, and a health reimbursement plan.

Qualifications

• Active Enrolled Agent or CPA credentials, or candidate with substantial review experience.
• 4+ years preparing business returns and 2 seasons reviewing 1120-S and 1065.
• Strong knowledge of S-corp and partnership basis, reasonable compensation, and Schedule E rental activity.
• Confident speaking with clients by phone and video.
• Comfortable working remotely within US Central Time business hours.
• Wisconsin or Illinois resident.

Responsabilités

• 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 TaxDome during and after tax season

Connaissances

Client communication

Remote work proficiency

Attention to detail

Formation

Active CPA/EA credential

CPA candidate with substantial review experience

Outils

Drake Tax

TaxDome

Description du poste

Magnolia Tax Services is seeking a Senior Tax Reviewer to lead reviews of complex business and individual returns, discuss results with clients, and anchor our preparer team from a fully remote, full-time role. You will ensure accuracy and provide planning guidance to engagements.

The position is open to Wisconsin or Illinois residents, offers a base salary of $70,000–$80,000, seasonal bonus, a 401(k) with employer match, and a health reimbursement plan.