Sr, Tax Analyst

JSG (Johnson Service Group, Inc.); Kenosha (WI); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Full benefits

Vacation time

401k

Job summary

Johnson Service Group (JSG) seeks a Tax Reviewer to examine tax returns, financial statements, and supporting documents for accuracy, completeness, and IRS compliance. You will identify discrepancies, verify deductions, and provide clear guidance to preparers while fostering strong client and team relationships.

Requirements include a Bachelor's degree in accounting, 3–5+ years of public accounting, a CPA license, and experience with partnership and corporate tax.

Qualifications

• Bachelor's degree in accounting required.
• 3–5+ years of Public Accounting Experience required.
• CPA license required.
• Experience with tax return review required.
• Experience with partnership and corporate taxation required.
• Knowledge of tax software systems (UltraTax CS) preferred.
• Strong proficiency in Microsoft Excel and Excel-based analytics required.
• Excellent verbal and written communication skills required.

Responsibilities

• Review prepared tax returns, financial statements, and supporting documentation for accuracy, completeness, and compliance with IRS and state tax regulations.
• Identify missing information, unusual items, and inaccurate deductions or credits, and communicate necessary revisions to the preparer.
• Provide clear review notes, guidance, and constructive feedback to associates and team members to support accuracy and professional development.
• Identify opportunities for tax savings, including overlooked deductions, credits, and carryforwards, to help optimize client outcomes.
• Maintain accuracy while meeting established deadlines and productivity expectations.
• Communicate professionally with internal team members and, when appropriate, clients regarding tax-related questions or issues.
• Stay current on tax law changes and industry developments that may impact clients or the firm.

Skills

CPA license

Public Accounting

Tax return review

Partnership tax

Corporate tax

Excel

Verbal & written communication

Education

Bachelor's degree in accounting

Tools

UltraTax CS

Microsoft Excel

Job description

The Tax Reviewer is responsible for the review and examination of tax returns, financial statements, and related supporting documentation to ensure accuracy, completeness, and compliance with applicable tax laws and regulations. Working closely with associates, supervisors, and other support staff, the Tax Reviewer identifies discrepancies, verifies deductions and calculations, and provides guidance and recommendations for corrections when needed. Success in this position is measured by accuracy of work, timely completion of reviews, compliance standards, client satisfaction, and the ability to maintain strong internal and external relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES: – Other duties may be assigned:

• Review prepared tax returns, financial statements, and supporting documentation for accuracy, completeness, and compliance with IRS and state tax regulations.
• Identify missing information, unusual items, and inaccurate deductions or credits, and communicate necessary revisions to the preparer.
• Provide clear review notes, guidance, and constructive feedback to associates and team members to support accuracy and professional development.
• Identify opportunities for tax savings, including overlooked deductions, credits, and carryforwards, to help optimize client outcomes.
• Maintain accuracy while meeting established deadlines and productivity expectations.
• Communicate professionally with internal team members and, when appropriate, clients regarding tax-related questions or issues.
• Stay current on tax law changes and industry developments that may impact clients or the firm.

Education, Experience, Qualifications And Skills

• Bachelor's degree in accounting required
• 3 to 5 + years of Public Accounting Experience
• Certified Public Accountant (CPA) license required
• Prior tax return review experience required
• Experience with partnership and corporate taxation required
• Knowledge of tax software systems, including UltraTax CS, preferred
• Strong proficiency in Microsoft Excel required
• Excellent verbal and written communication skills required
• Ability to manage multiple priorities and meet deadlines in a fast-paced
• Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.

Salary $100k-120k

Job includes full benefits, vacation time and 401k