Tax Reviewer

Aston Carter•Linn Township, IA

7d•$38 - $48•Onsite

About The Position

The Tax Reviewer oversees the review of complex tax returns, serves as a subject matter expert on tax matters, and supports strategic tax planning and audits. This role ensures the accuracy and compliance of partnership, corporate, and individual tax filings while driving process improvements and providing high-level analytical support.

Requirements

5+ years of progressive tax experience, including significant experience reviewing tax returns.
Strong expertise in accounting and tax preparation, including tax return review and tax planning.
Thorough knowledge of U.S. GAAP and its application to tax and financial reporting.
Advanced proficiency in Microsoft Excel and familiarity with other financial systems.
Ability to perform detailed tax analysis using tools such as Lacerte 1040 Tax Analyzer or similar applications.
Efficient, accurate, and deadline-driven approach to managing multiple tax projects.
Strong communication skills for interacting with clients and internal stakeholders about scope, budgets, and timelines.
Ability to conduct advanced tax research and resolve complex tax issues.

Nice To Haves

Bachelor's degree in Accounting or Finance.
CPA or MBA preferred.
Experience with Lacerte tax software is preferred but not required.
Experience with QuickBooks is preferred but not required.
Experience collaborating with cross-functional teams to improve tax and financial processes.

Responsibilities

Review partnership, corporate, and individual tax returns for accuracy, completeness, and adherence to applicable tax rules, laws, and regulations.
Serve as the subject matter expert for all tax-related matters, providing guidance and support to internal teams and clients.
Handle special projects, including tax audits, tax planning strategies, and additional CFO-related work.
Conduct advanced tax research to resolve complex tax issues and provide clear, well-supported recommendations.
Assess current tax practices and procedures and make recommendations to improve efficiency, accuracy, and compliance.
Perform ad hoc tax and financial analysis and support special projects as requested.
Communicate with clients to gather detailed information about project scope, budgets, and timelines.
Collaborate with other departments to collect necessary information and improve cross-functional processes when opportunities are identified.
Meet with executives and key stakeholders to discuss client project goals, progress, and outcomes.