Senior Tax Reviewer
Oxon Hill, MD · Remote
$120K - $135K/yr
Proficiency with tax software such as CCH, UltraTax, ProSeries, or similar platforms. Selection ... This is a remote position.
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Senior Tax Reviewer
Oxon Hill, MD · Remote
$120K - $135K/yr
Proficiency with tax software such as CCH, UltraTax, ProSeries, or similar platforms. Selection ... This is a remote position.
Remote Proseries information
What is a Remote ProSeries professional?
A Remote ProSeries professional is an individual who specializes in using the Intuit ProSeries tax software to prepare and file tax returns for clients, all while working remotely. These professionals can be accountants, tax preparers, or CPAs who leverage the ProSeries platform to efficiently manage tax documents, calculations, and submissions for individuals or businesses. Working remotely allows them to serve clients from various locations, offering flexibility and convenience for both the preparer and the client.
What are the key skills and qualifications needed to thrive as a Remote ProSeries tax preparer?
To thrive as a Remote ProSeries Tax Preparer, you need in-depth knowledge of tax law, attention to detail, and experience with tax preparation, ideally supported by an accounting degree or tax preparer certification. Expertise in Intuit ProSeries software and familiarity with secure file-sharing platforms are essential for efficient remote work. Strong communication, time management, and client service skills set top performers apart in this role. These abilities ensure accurate tax filings, client trust, and productivity in a remote environment.
What are some common challenges faced by Remote ProSeries tax preparers, and how can they be managed?
Remote Proseries tax preparers often encounter challenges such as managing client communication across different time zones, ensuring data security when handling sensitive tax documents online, and staying up-to-date with frequently changing tax laws. These can be managed by establishing clear communication protocols, using secure file transfer and storage systems, and regularly participating in continuing education or Proseries software training. Building strong organizational habits and leveraging collaboration tools also help streamline workflow and maintain high-quality client service.
What is the difference between Remote Proseries vs Remote Tax Preparer?
| Aspect | Remote Proseries | Remote Tax Preparer |
|---|---|---|
| Credentials | ProSeries software proficiency, basic tax knowledge | Tax preparation certification or experience often preferred |
| Work Environment | Remote, computer-based, software-focused | Remote, client-facing or independent work |
| Industry Usage | Used by tax professionals for client filings | Performed by freelance or employed tax preparers |
| Common Search Intent | Learning ProSeries software, tax prep tools | Finding remote tax prep jobs or services |
Remote Proseries is a software tool used by tax professionals to prepare and file taxes, requiring familiarity with the software. Remote Tax Preparer refers to individuals who prepare taxes remotely, often using tools like ProSeries. While ProSeries is a software used by tax preparers, the remote tax preparer is the role or job position. Understanding this distinction helps clarify the difference between a software tool and a job role in the tax industry.
What are popular job titles related to Remote Proseries jobs in Washington?
For Remote Proseries jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Remote Proseries jobs in Washington look for?
The top searched job categories for Remote Proseries jobs in Washington are:
$120K - $135K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 22 days ago
Job description
Benefits:
About The Norris Group
The Norris Group is a trusted tax, accounting, and business advisory firm. We are committed to delivering exceptional client service, technical excellence, and practical solutions that help our clients achieve their financial goals. We offer a collaborative environment where professionals are empowered to grow, lead, and make a meaningful impact.
About the Role
We are seeking an experienced Senior Tax Reviewer to join our growing team. This role serves as the final quality-control reviewer for tax engagements, with responsibility for reviewing, approving, and signing off on returns before delivery to clients and filing with taxing authorities.
The ideal candidate is a licensed CPA with strong technical expertise, tax planning experience, and the ability to provide guidance on complex tax matters. This individual will serve as a trusted resource for staff, support client consultations, and help identify opportunities that add value for our clients.
Key Responsibilities
• Perform final reviews of individual, corporate, partnership, trust, and other tax returns for accuracy, completeness, and compliance.
• Exercise final sign-off authority on tax returns prior to client delivery and filing.
• Identify tax planning opportunities, compliance risks, and technical issues during the review process.
• Serve as a technical resource and escalation point for staff on complex tax matters.
• Research and interpret federal, state, and local tax laws and regulations.
• Participate in consultations with existing and prospective clients to discuss tax needs, planning opportunities, and service solutions.
• Mentor and support tax preparers and junior team members.
• Assist with IRS and state tax notices, audits, and other tax authority inquiries.
• Stay current on tax law changes, regulatory updates, and industry best practices.
Qualifications
• Active CPA license required.
• 7+ years of tax review experience in a public accounting environment.
• Experience serving in a final-review and sign-off capacity.
• Strong knowledge of federal, state, and multi-state tax compliance.
• Experience reviewing Forms 1040, 1120, 1120-S, 1065, and related returns.
• Demonstrated tax planning experience for individuals and businesses.
• Experience conducting client consultations and discussing tax strategies.
• Strong analytical, problem-solving, and communication skills.
• Proficiency with tax software such as CCH, UltraTax, ProSeries, or similar platforms.
Selection Process
Candidates selected for further consideration may be required to complete job-related assessments designed to evaluate technical tax knowledge, analytical abilities, and other competencies relevant to the position.
- 401(k)
- Health insurance
- Paid time off
- 401(k) matching
- Competitive salary
- Dental insurance
- Vision insurance
About The Norris Group
The Norris Group is a trusted tax, accounting, and business advisory firm. We are committed to delivering exceptional client service, technical excellence, and practical solutions that help our clients achieve their financial goals. We offer a collaborative environment where professionals are empowered to grow, lead, and make a meaningful impact.
About the Role
We are seeking an experienced Senior Tax Reviewer to join our growing team. This role serves as the final quality-control reviewer for tax engagements, with responsibility for reviewing, approving, and signing off on returns before delivery to clients and filing with taxing authorities.
The ideal candidate is a licensed CPA with strong technical expertise, tax planning experience, and the ability to provide guidance on complex tax matters. This individual will serve as a trusted resource for staff, support client consultations, and help identify opportunities that add value for our clients.
Key Responsibilities
• Perform final reviews of individual, corporate, partnership, trust, and other tax returns for accuracy, completeness, and compliance.
• Exercise final sign-off authority on tax returns prior to client delivery and filing.
• Identify tax planning opportunities, compliance risks, and technical issues during the review process.
• Serve as a technical resource and escalation point for staff on complex tax matters.
• Research and interpret federal, state, and local tax laws and regulations.
• Participate in consultations with existing and prospective clients to discuss tax needs, planning opportunities, and service solutions.
• Mentor and support tax preparers and junior team members.
• Assist with IRS and state tax notices, audits, and other tax authority inquiries.
• Stay current on tax law changes, regulatory updates, and industry best practices.
Qualifications
• Active CPA license required.
• 7+ years of tax review experience in a public accounting environment.
• Experience serving in a final-review and sign-off capacity.
• Strong knowledge of federal, state, and multi-state tax compliance.
• Experience reviewing Forms 1040, 1120, 1120-S, 1065, and related returns.
• Demonstrated tax planning experience for individuals and businesses.
• Experience conducting client consultations and discussing tax strategies.
• Strong analytical, problem-solving, and communication skills.
• Proficiency with tax software such as CCH, UltraTax, ProSeries, or similar platforms.
Selection Process
Candidates selected for further consideration may be required to complete job-related assessments designed to evaluate technical tax knowledge, analytical abilities, and other competencies relevant to the position.
This is a remote position.
About Norris Group Hard Money & Real Estate Investments
Sourced by ZipRecruiter
Industry
Real estate
Company size
11 - 50 Employees
Headquarters location
Riverside, CA, US
Year founded
1997