Job Description

Technical Tax Reviewer – CPA/EA | Wealth Management Firm | Fully Remote

Are you a seasoned tax professional looking for a career move with a growing and dynamic firm? Our client, a rapidly expanding wealth management company , is actively interviewing for a Technical Tax Reviewer to join their team. This is a full-time, direct hire role with competitive pay and excellent benefits.

If you’re looking to leverage your tax expertise in a role that offers growth, flexibility, and impact , we’d love to connect.

Apply today to be considered for this exciting opportunity!

Position Highlights:

• Compensation: Up to $150,000 base (DOE) + 10% annual bonus
• Schedule: Full-time, fully remote role
• Type: Direct hire – long-term career opportunity with a growing firm

Responsibilities:

• Perform technical reviews of individual, partnership, and corporate tax returns.
• Ensure compliance with IRS standards and provide sign-off authority as a licensed professional.
• Represent clients before the IRS as needed.
• Collaborate with preparers and advisors to ensure accuracy, consistency, and optimal client outcomes.
• Support process improvements to maintain efficiency and high-quality standards.

Qualifications:

• Active CPA or Enrolled Agent (EA) credential (required).
• Strong technical tax review background, ideally within public accounting, wealth management, or financial services.
• Experience handling complex returns and providing IRS representation.
• Ability to work independently in a remote environment while staying highly collaborative.

Why Join?

• Work with a growing firm backed by a strong client base in wealth management.
• Competitive compensation, bonus structure, and benefits.
• Flexibility of a remote-first culture with opportunities for growth and leadership.

US Citizens and Permanent Residents are welcome to apply. Unable to provide sponsorship or contracts at this time.

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