BooksTime

• Review tax returns prepared by the team
• Sign tax returns under the reviewer’s own PTIN and make judgment calls
• Prepare some tax returns, especially during the early stages
• Handle US federal and state returns for small businesses and individuals, especially Schedule C and S corporation clients
• Use Drake for the 2026 tax year, subject to possible future changes
• Explain tax returns and positions to clients in plain language
• Provide tax planning and advisory services where needed
• Optionally partner with leaders to develop processes and policies for the new tax practice
• Optionally help screen and train an overseas tax-preparation team
• Optionally join prospective-client calls as the tax expert
• Coordinate with bookkeeping teams as needed
• Report directly to the CEO
• Work alongside another signer initially and future tax preparers as the team expands

Senior Tax Reviewer – Flexible, Low Hours During Tax Seasons