Senior Tax Preparer

Magnolia Tax Services; Wisconsin; Remote; USD 70.000 - 80.000; Vollzeit

Benefits dieser Stelle

401(k) with employer match

Health reimbursement (QSEHRA)

Remote work

Full-time, W-2

Bonus potential during busy season

Zusammenfassung

Magnolia Tax Services is seeking a Senior Tax Reviewer to inspect business and individual returns, converse directly with clients, and serve as a technical anchor for our preparer team. This remote, full-time role welcomes candidates in Wisconsin or Illinois.

We are a Milwaukee-based tax planning and bookkeeping firm serving 800+ clients, focusing on proactive planning and client education throughout the year.

Qualifikationen

• Active CPA or Enrolled Agent, or CPA candidate with substantial review experience.
• 4+ years preparing business returns, including 2 seasons reviewing 1120-S and 1065.
• Strong knowledge of S-corp/partnership basis, and Schedule E rental activity.
• Confident speaking with clients by phone and video, explaining results clearly.
• Comfortable working remotely from Wisconsin or Illinois, with CST hours.

Aufgaben

• Review Forms 1120-S, 1065, and 1040 (with Schedules C and E) before clients.
• Prepare complex returns when needed, especially multi-entity S-corp and partnerships.
• Explain results and open items in client-facing calls, providing planning opportunities.
• Respond to IRS and state notices and support the team on audits.
• Provide clear written review notes to help preparers improve.
• Identify planning opportunities and share with firm leadership.
• Refine review checklists and TaxDome workflows during and after tax season.

Kenntnisse

Client communication

Remote work readiness

Tax knowledge (S-corp/partnership)

Detail-oriented review

Ausbildung

Active CPA/EA credential

Tools

Drake Tax

TaxDome

Jobbeschreibung

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 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.

What you'll do:

• Review Forms 1120-S, 1065, and 1040 (with Schedules C and E) 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

Required:

• 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

Nice to have:

• Experience with Drake Tax and TaxDome (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
• 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