Senior Tax Reviewer
Job Description:
Job Summary:
We are looking for an experienced Tax Reviewer with strong US Tax review experience to manage review quality, mentor preparers, and support both India and US tax teams. The role involves reviewing Individual and Business Tax Returns, identifying tax-saving opportunities, conducting tax research, and ensuring timely delivery during busy tax seasons.
Key Responsibilities:
• Review standard and complex Individual & Business Tax Returns prepared by India and US teams
• Identify tax-saving opportunities and planning recommendations during review
• Provide clear review comments and technical guidance to preparers
• Mentor and coach preparers on technical, workflow, and quality aspects
• Conduct tax research and document conclusions on complex tax matters
• Coordinate with clients for pending items, queries, and updates
• Review client documents and ensure data accuracy and completeness
• Manage workflow during busy season and ensure timely delivery
• Help improve review processes, quality controls, and internal checklists
• Attend internal tax and knowledge-sharing sessions
• Build and maintain strong client relationships
Required Skills & Qualifications:
• EA (Enrolled Agent) Certification – Mandatory
• 5+ years of US Tax Review experience
• Hands-on experience with 1040, 1065, 1120 & 1120S Tax Returns is mandatory
• Experience reviewing Individual & Business Tax Returns
• Strong knowledge of Federal & Multi-State Taxation
• Excellent written and verbal communication skills
• Strong multitasking and organisational abilities
• Ability to work independently in a fast-paced environment
• Strong attention to detail and accuracy
• Experience with CRM systems preferred
Good to Have:
• Experience with Lacerte and Karbon
• Prior mentoring or reviewer experience
Additional Information:
• Direct interaction with US teams and clients
• High ownership and long-term growth opportunity
• Collaborative and learning-focused work environment
Key Skills :
Company Profile
Our client is a rapidly growing CPA and wealth management firm specializing in accounting, taxation, financial advisory, retirement planning, and portfolio management services for HNI/UHNI clients and businesses. The organization follows a highly professional and process-driven work culture with strong exposure to international accounting standards, financial operations, compliance, reporting, and client management.
As part of their expansion plans, the company is now establishing and scaling its India operations, making this an excellent opportunity for candidates to join a growing global setup at an early stage. The firm is backed by experienced leadership and offers long-term stability, learning opportunities, and strong career growth within the international financial services and CPA domain.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.