Seasonal Tax Reviewer - 2027 Tax Season

Description

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.

What you will do

• 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.
• Fulfills all federal, state and local tax laws and performs 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.

Position 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.
• Bonus Points for:
• CPA or EA preferred but not required

Bonus Points for

• CPA or EA preferred but not required

About the Organization

Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At PBMares you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall. Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

EEO Statement

Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Application close deadline

30 days from posting date