VP, Managing Director – Tax-Exempt Market
Fidelity Investments
Tax Reviewer
Crete Professionals Alliance
full-time
Posted on:
Location: Arizona • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $150,000 per year
Job Level
Mid-LevelSenior
About the role
- Review complex federal, state, and local tax returns prepared by tax staff for accuracy, completeness, and compliance with applicable tax laws and regulations
- Provide technical guidance
- Identify tax-saving opportunities and ensure clients take full advantage of all eligible deductions and credits
- Collaborate with engagement teams to ensure timely and efficient completion of tax engagements
- Research and analyze complex tax issues, including new tax laws and their implications
- Assist in managing client expectations, engagement timelines, and deliverables
- Ensure all work is completed in accordance with firm policies, procedures, and professional standards
- Maintain current knowledge of industry trends and regulatory changes affecting clients and the profession
- Participate in process improvement initiatives related to tax review procedures and workflow
- Maintain tax prep priorities, deliverables, and deadlines
- Work independently or as part of a team
Requirements
- CPA required
- Bachelor’s or Associate’s degree required
- Experience with tax preparation and accounting
- Experience in public accounting preferred
- Excellent attention to detail and strong organizational skills
- Ability to professionally engage with clients, verbally and in writing
- Proficiency working with a computer and software
- Experience with compiled and reviewed financial statements a plus
- Experience with Click Up, CCH/Engagement, and QuickBooks a big plus
