🛠 Tech Stack

💼 About This Role

You'll serve as the final checkpoint in the tax workflow, reviewing completed returns across entity types to ensure accuracy before filing. You'll spot calculation errors and documentation gaps, coordinating with preparers to resolve issues. This role offers higher accountability than preparation, with compensation reflecting the senior-level positioning.

🎯 What You'll Do

• Review completed returns across 1040, 1120, 1120-S, and 1065.
• Verify K-1s, capital accounts, basis, and state-specific quirks.
• Write clear review notes for preparers to resolve.
• Communicate with clients on return-specific questions only.

📋 Requirements

• Extensive experience reviewing or preparing U.S. tax returns across entity types.
• Deep familiarity with multi-state tax filings.
• High accuracy and final accountability for filed returns.
• Comfortable working U.S. business hours (night shift, PH-based).

✨ Nice to Have

• CPA designation strongly preferred.
• Experience with R&D tax credits (Form 6765).
• Familiarity with NYC local tax filings.

🎁 Benefits & Perks

• 💰 Career-level USD compensation based on experience.
• 🏠 Permanent remote work with equipment provided.
• 🏖️ 15 days PTO annually + local holidays off.
• 📈 Guaranteed annual increases.
• 🎁 Monthly flexible stipend (CAS Flex Perks).

📨 Hiring Process

Estimated timeline: 4-6 weeks

1. 1Application & Prescreening· 1 week
2. 2Technical Assessment· 1 week
3. 3Client Interview· 1 week
4. 4Offer and Onboarding· 1 week