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US Tax Reviewer
Cloud Accountant StaffingUS Tax Reviewer ensuring accuracy of tax returns across major entity types. Communicating with clients about return specifics and coordinating resolution on issues.
About the role
Key responsibilities & impact- Be the final checkpoint in the tax workflow — the reviewer of record.
- Review completed returns across 1040, 1120, 1120-S, and 1065; ensure accuracy prior to filing.
- Spot calculation errors, missed elections, and documentation gaps; coordinate with preparers to resolve.
- Communicate directly with clients to clarify questions about the return itself with clear answers.
- Work in Drake and a proprietary internal platform with training provided.
- Maintain audit-ready workpapers and documentation trails.
Requirements
What you’ll need- Extensive experience reviewing and/or preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
- Deep familiarity with state tax filings across multiple jurisdictions
- High degree of accuracy and professional judgment; comfortable taking final accountability for filed returns
- Strong communication skills for both client-facing (return-specific) and internal correspondence
- Experience with Drake tax software preferred
- Confident written and spoken English; client-facing presence
- Comfortable working U.S. business hours (night shift, PH-based)
- Preferred (nice to have): CPA designation strongly preferred
- Experience with R&D tax credits (Form 6765)
- Familiarity with NYC local tax filings
- Prior review or supervisory tax role
Benefits
Comp & perks- 15 days PTO annually + local holidays off
- Full company equipment provided (laptop, monitor, accessories)
- Guaranteed annual increases
- Referral rewards up to $1,000
- Monthly flexible stipend (CAS Flex Perks)
- Structured onboarding and support
- A culture that actually shows up
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
reviewing U.S. tax returnspreparing U.S. tax returns1040 tax form1120 tax form1120-S tax form1065 tax formstate tax filingsR&D tax creditsaudit-ready workpapersdocumentation trails
Soft Skills
high degree of accuracyprofessional judgmentstrong communication skillsclient-facing presenceinternal correspondence
Certifications
CPA designation