Seasonal Tax Reviewer - 2027 Tax Season

PBMares LLPNorfolk, VA
Remote

About The Position

We are in search of talented and experienced individual Tax Reviewers for the upcoming 2027 tax season. The Tax Reviewer will review complicated individual tax returns prepared by junior level staff, as well as provide feedback and guidance. The Tax Reviewer may also compile and present training materials to others in the department. This position does not involve client contact. Remote work environment and a competitive hourly rate.

Requirements

  • High School Diploma
  • At least 3 to 5 years’ of relevant work experience within a CPA firm or tax preparation company
  • Working knowledge of Microsoft Office
  • SurePrep experience
  • Must possess strong interpersonal skills to serve as a subject matter expert in reviewer role in order to provide answers/resolutions to escalated calls.
  • Ability to attend training the 4th week of January 2027.
  • Ability to work Part-time January through February, then work a consistent schedule 6 to 7 days per week through April 15th.

Nice To Haves

  • CPA or EA preferred but not required

Responsibilities

  • Utilizes departmental systems and software to review tax returns prepared by junior staff using CCH Axcess.
  • Ensures completeness and accuracy of tax returns by referring to prior year tax documents.
  • Follows all federal, state and local tax laws and perform research when necessary.
  • Escalates complex tax issues to manager for counsel when appropriate.
  • Utilizes practice management software for workflow and client billing.
  • Provides guidance and training to tax preparers on new and/or complicated tax topics.
  • Attends department meetings through Microsoft Teams.

Benefits

  • Performance reviews are held regularly to discuss your career goals and potential promotions within the firm.
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