• Our client is seeking assistance due to the heavy workload during busy season
• Supportive management that welcomes suggestions
• Schedule: Monday – Friday, flexible weekday hours; no weekend work required
• Estimate 20 - 30 hours a week
• Could go as high as 40 hours if available
• Primarily reviewing Form 1040 individual returns; optional exposure to Fiduciary (1041) and Business returns (1120S/1065/1120) if preferred
• Review work, spotting opportunities/changes that benefit clients, and ensuring accuracy and consistency
• Needs someone who will not miss an opportunity to improve the outcome
• This position will assist Partner with tax return reviews
• Primarily doing reviews and mid-to-high returns
• Minimal client communication (maybe an email here and there) unless someone prefers additional involvement

Needs someone to do thorough reviews to alleviate some of the Partner’s workload

• Work is complex that will require someone with a CPA or who is an enrolled agent
• CPA or Enrolled Agent required
• 5+ years of busy season experience with a few of those being in a review role
• High level person to do review for the tax returns – must have the experience and knowledge
• Someone who has done and reviewed extensive returns (not just basic 1040’s)
• Highly knowledgeable in tax returns
• Strong attention to detail
• Works efficiently
• Clear communication skills
• Proactive

Organized