Senior Tax Reviewer – Flexible, Low Hours During Tax Seasons

BooksTime

. Review tax returns prepared by the team .

Posted 9/17/2026full-timeRemote • United StatesSenior💰 $50 - $70 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in US tax preparation and review, particularly for small businesses and individuals, while providing clear communication and tax advisory services. Proficient in using tax software like Drake and QuickBooks Online, with a strong foundation in tax compliance and planning.

Highest-signal resume keywords

Active CPA License5+ Years US Tax ExperienceTax Return Review and SigningDrake Software ProficiencyExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax ReviewTax PlanningUS Federal Tax ComplianceState Tax ComplianceSchedule C ExpertiseS Corporation ExpertiseClient Advisory ServicesProcess DevelopmentTraining and Mentoring

Soft Skills

Relationship BuildingAdaptabilityPatienceEagerness to LearnClear Communication

Tools & Technologies

DrakeQuickBooks OnlineAI Tools

Certifications & Qualifications

Active CPA LicenseEA Certification

Industry Keywords

Tax ReturnsSmall Business TaxIndividual TaxTax ComplianceTax Advisory ServicesTax Practice Development

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Active, unrestricted CPA or EA; US CPA licenses only
Current state license is a plus, not a requirement
Minimum 5+ years in US tax; 10+ years strongly preferred
Experience reviewing and signing returns for clients (strictly required)
Adaptable and eager to learn new technologies and systems
Excellent communication and relationship-building skills
Patience to explain complex tax concepts to clients with no accounting background
Fully fluent in English
Partner-level experience in a tax firm is a plus
Familiarity with Drake is a plus
Familiarity with QuickBooks Online is a plus
Comfort with AI tools is a plus
Must be comfortable working in a new tax practice without extensive predefined structure

Benefits

Comp & perks

Flexible hours capped at a chosen weekly limit (e.g. 30, 35, 40, or 45 hours)
Option to work part-time or full-time
Flexible schedule and ability to set your own schedule
Fully remote; work from anywhere
Growth opportunities, including potential leadership roles
Annual bonus based on performance
PTO for employees working 20+ hours/week
QSEHRA (monthly healthcare reimbursement)
SIMPLE IRA with 3% employer match (once eligible)
Company-provided computer and equipment
CPE and license-renewal support
Free Headspace subscription
Significant schedule flexibility
Opportunity to participate in developing processes, policies, and the new tax practice
Opportunity to help screen and train an overseas tax-preparation team
Optional management roles and supervision of monthly bookkeeping services