Part Time Tax Reviewer at MyTaxTeam

Mytaxteam is a people-first company based in Seattle, WA, recognized for our expertise in tax planning, compliance, and strategy. We work with a diverse client base?photographers, digital marketers, architects, consultants, and other professionals?many of whom are solopreneurs operating as Sole Proprietors or S Corps.

At Mytaxteam, we prioritize the well-being of our team members, recognizing that exceptional work comes from a supportive and balanced work environment. We strive to minimize the long hours often associated with tax season through efficient processes, proactive planning, and a collaborative culture. Our mission is to deliver high-quality service while ensuring a healthy work-life balance for our employees.

Position Details
? Type: Part-Time (Contract)
? Hours: 24 hours/week to start, with potential for additional hours or transition to full-time
? Location: Preference for Seattle, WA, or New York; open to fully remote within the US for the right candidate
? Compensation: $30?$45/hour (commensurate with experience)
? Start Date: Flexible; ideally within 2?4 weeks

Client Service Responsibilities
? Conduct detailed reviews of individual and business tax returns, with a strong focus on S Corps, Schedule C clients, and small businesses.
? Ensure compliance with S Corp-specific requirements, including reasonable compensation, shareholder distributions, and payroll filings.
? Serve as the primary point of contact for client inquiries, ensuring timely, professional, and actionable guidance.
? Conduct client-facing video calls to discuss tax return reviews, projections, and other tax-related matters.
? Review and provide input on quarterly and year-end tax projections to help clients optimize their tax strategies.
? Oversee and approve extension filings, ensuring compliance with deadlines and federal/state regulations.
? Maintain organized and secure documentation for all client-related interactions and filings.

Team Responsibilities
? Provide constructive feedback to preparers on corrections or improvements to enhance accuracy and efficiency.
? Collaborate with team members to resolve complex tax scenarios and implement innovative solutions for clients.
? Recommend and assist in implementing process improvements to streamline the tax preparation and review workflow.
? Actively support the team?s proactive planning to reduce the workload during tax season.

Required Qualifications

Experience:
? 6+ years in tax preparation with review, with significant expertise in S Corps, including reasonable compensation analysis and compliance.
? Strong familiarity with Schedule C clients and small business tax filings.
? Proven ability to manage complex tax scenarios for individuals and businesses.
? Certifications: Active PTIN (Preparer Tax Identification Number); CPA or EA required.
? Software Proficiency: Required: Lacerte, Adobe, Microsoft Excel, G Suite, Preferred: TaxDome.
? Tax Knowledge: In-depth understanding of federal and multi-state tax laws, including S Corp-specific compliance requirements, deductions, and payroll filings.
? Confidentiality: Demonstrated ability to handle sensitive client information with discretion and maintain the highest standards of confidentiality.
? Communication Skills: Exceptional written and verbal communication skills. Ability to conduct clear, professional client interactions via video calls.

Preferred Qualifications
? Experience reviewing tax returns for Partnerships, S Corps, and multi-state filings.
? Familiarity with Washington B&O taxes or similar state-specific compliance requirements.
? Knowledge of IRS correspondence and tax resolution procedures.

How to Apply

If you meet the qualifications, email your resume to [email protected] and write 2 original paragraphs: one introducing yourself to us, and another explaining why this job appeals to you. No cover letters.

We look forward to hearing from you.

Job Types: Part-time, Seasonal, Contract

Pay: $30.00 - $45.00 per hour

Expected hours: No less than 24 per week

Benefits:
? Flexible schedule
? Work from home

Schedule:
? Monday to Friday
? Weekends as needed

Work Location: Remote

Apply Job!