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!