Tax Reviewer | Contract | Remote

Vaco; Indianapolis (IN); Remote; USD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled Income Tax Reviewer to join their dynamic team. This role involves preparing and reviewing individual and small business tax returns, ensuring compliance with current tax laws. The ideal candidate will leverage their expertise in UltraTax software to provide exceptional service to clients, conducting thorough tax research and offering proactive tax planning advice. If you are detail-oriented and possess strong organizational and analytical skills, this position offers a fantastic opportunity to make a significant impact in a supportive and collaborative environment.

Qualifications

• 5-8 years of experience in tax preparation and review for individuals and small businesses.
• Strong understanding of tax laws, regulations, and compliance requirements.

Responsibilities

• Review individual and small business tax returns for compliance.
• Utilize UltraTax software for tax document management.
• Provide proactive tax planning advice to minimize liabilities.

Skills

Income Tax Preparation

UltraTax Software

Tax Compliance

Organizational Skills

Analytical Skills

Communication Skills

Education

Bachelor's Degree in Accounting

CPA or Enrolled Agent Certification

Tools

UltraTax Software

Job description

Our client is seeking a skilled Income Tax Reviewer with 5-8 years of experience in preparing and reviewing individual and small business tax returns. The ideal candidate will be proficient in utilizing UltraTax software and possess strong organizational skills.

Key Responsibilities:

1. Review individual and small business tax returns in accordance with current tax laws and regulations.
2. Develop and communicate review comments, suggestions, and tax return changes to preparers to meet tax compliance guidelines.
3. Utilize UltraTax software proficiently to input, review, and finalize tax documents.
4. Conduct thorough tax research to ensure compliance and identify potential tax-saving opportunities for clients.
5. Collaborate with clients to gather necessary financial information and documentation.
6. Provide proactive tax planning advice to clients to minimize tax liabilities and optimize financial outcomes.
7. Maintain organized records of client information and tax documents for easy retrieval and reference.
8. Review client provided financial statements and make appropriate adjustments for tax compliance
9. Communicate effectively and professionally with clients to address inquiries, provide updates, and offer personalized tax advice.
10. Learn and understand the business and industry of clients.
11. Stay updated on changes in tax laws, regulations, and accounting standards to ensure compliance and provide accurate guidance to clients.

Qualifications:

1. Bachelor's degree in Accounting.
2. CPA or Enrolled Agent certification preferred.
3. 5-8 years of experience in tax preparation and review for individuals and small businesses.
4. Proficiency in UltraTax software is required.
5. Strong understanding of tax laws, regulations, and compliance requirements.
6. Excellent organizational skills with the ability to manage multiple tasks and deadlines effectively.
7. Exceptional attention to detail and accuracy in preparing tax documents.
8. Strong analytical and problem-solving skills.
9. Excellent interpersonal and communication skills with the ability to engage effectively with clients and colleagues.
10. Ability to work independently as well as collaboratively within a team environment.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.