Tax return reviewer

Monfalcone & Garris, PC; Charlottesville (VA); On-site; USD 65,000 - 85,000; Full time

Job summary

Monfalcone & Garris PC, a small firm serving diverse clients, seeks a Tax Return Reviewer in Charlottesville to ensure accuracy and compliance of tax filings. You will examine returns, apply tax codes, review documentation, and communicate with clients as needed.

Proficiency with Ultratax and strong knowledge of IRS regulations are essential. The role requires meticulous attention to detail, analytical thinking, and effective time management to meet deadlines.

Qualifications

• 5+ years of experience in tax return review.
• Associate degree in Accounting or related field.
• Proficiency with Ultratax and IRS regulations knowledge.

Responsibilities

• Examine tax returns for accuracy and within budgeted time frames.
• Detect and address errors or inconsistencies in tax filings.
• Apply relevant tax codes and IRS regulations consistently.
• Review supporting documentation for compliance and legitimacy.
• Communicate with clients to resolve issues and clarify information.
• Use Ultratax to process and review returns.
• Collaborate with other departments to enhance tax processes.

Skills

Attention to detail

Analytical thinking

Communication

Client interaction

Time management

Problem-solving

Education

Associate degree in Accounting

Tools

Ultratax

Job description

Job Description

The Tax Return Reviewer plays a critical role in ensuring the accuracy and compliance of tax filings by thoroughly examining returns and detecting potential errors. This position involves applying tax codes correctly, reviewing documentation meticulously, and communicating moderately with clients to clarify any issues. The reviewer will need to be familiar with Ultratax, and occasionally collaborates with other departments to support seamless tax processing.

Responsibilities

• Examine tax returns for accuracy, completeness and adhere to budgeted time frames
• Detect and address errors or inconsistencies in tax filings
• Apply relevant tax codes and IRS regulations consistently
• Review supporting documentation for compliance and legitimacy
• Communicate moderately with clients to resolve issues and clarify information
• Use Ultratax to process and review returns
• Collaborate occasionally with other departments to enhance tax processes

Required Qualifications

• 5+ years of experience in tax return review that is directly processed
• Associate degree in Accounting or a related field
• Proficient with Ultratax
• Strong knowledge of IRS regulations
• Exceptional attention to detail and analytical thinking
• Effective communication and client interaction skills
• Time management and problem-solving abilities

Company Description

Monfalcone & Garris PC is an established small firm with big goals. We have a wide variety of clients in a variety of industries. The firm's goal is to be the last stop our clients will need on their accounting and tax journey. We see our role as a compassionate educator and support partner for all of our clients. We are actively growing and taking on new clients, which means new opportunities for our staff to broaden their experiences.