Senior Tax Technical Reviewer

Senior Tax Technical Reviewer — UltraTax Expert Position Summary A growing CPA firm is seeking a highly experienced Senior Tax Technical Reviewer to review complex individual and business tax returns prepared by other CPAs and tax professionals. This is primarily a review and quality-control role, not a tax preparation position. The successful candidate will take responsibility for routine technical review and escalate only complex, high-risk, or strategic issues to senior tax leadership. Required Experience • Minimum 10 years of U.S. tax preparation and review experience • CPA strongly preferred; EA considered • Extensive recent experience with Thomson Reuters UltraTax CS • Strong experience reviewing: o Form 1040 o Form 1065 o Form 1120-S o Form 1120 preferred • Significant real estate tax experience • Strong small-business tax experience • Experience reviewing work prepared by other tax professionals • Strong federal and multi-state tax knowledge Real Estate Experience Should Include • Rental real estate and Schedule E • Partnerships and LLCs • Passive activity losses • Real Estate Professional Status • Short-term rentals and material participation • Cost segregation and bonus depreciation • Fixed assets and depreciation • Property sales and 1031 exchanges • Partnership basis and capital accounts • K-1 reporting Primary Responsibilities • Perform detailed technical review of federal and state returns • Compare current returns with prior-year filings • Review basis, carryovers, depreciation, passive losses, and K-1 reporting • Identify errors, missing information, and technical issues • Prepare clear review notes for preparers • Distinguish material issues from immaterial items • Escalate only matters requiring senior-level judgment • Help improve review standards, training, and quality control Ideal Candidate We are looking for someone who is: • Technically strong and highly detail-oriented • Extremely comfortable in UltraTax • Efficient and decisive • Experienced reviewing other professionals’ work • Able to communicate review points clearly • Comfortable working remotely with a distributed CPA team • Available during February–April and September–October filing periods To Apply Please provide: 1. Years of tax preparation experience 2. Years of tax review experience 3. CPA or EA status 4. Years of UltraTax experience 5. Experience reviewing 1040, 1065, and 1120-S returns 6. Summary of real estate tax experience 7. Availability during tax season and extension deadlines Please begin your application with: ULTRATAX REVIEWER Shortlisted candidates may be asked to complete a paid sample tax-return review.