Tax Return Reviewer

Position: Tax Return Reviewer
Type of Contract: Independent Contractor
Working Hours : 9am-5pm EST
Salary Range : $1.500 - $2.500 (Depending on experience)

About the client

Our client is a fully virtual tax advisory and accounting firm that supports individuals and small businesses across the United States. They specialise in tax preparation proactive tax planning IRS representation bookkeeping and estate or asset-protection strategies.

About the role
Our client is hiring a client-facing Tax Return Reviewer with strong U.S. tax knowledge. This role focuses on reviewing completed tax returns walking clients through their filings and ensuring accuracy compliance and a clear understanding of their tax position.

Responsibilities:

• Review prepared U.S. individual tax returns for accuracy completeness and compliance with current IRS rules and regulations.
• Conduct client-facing review calls to explain returns answer questions and address areas of concern.
• Identify potential issues errors or optimization opportunities and communicate them clearly to both clients and internal tax preparers.
• Collaborate with tax preparers to correct returns as needed prior to filing.
• Maintain organized documentation and notes for each client file.
• Stay up to date on relevant U.S. tax law changes that impact individual taxpayers.
• Provide a high level of client service that reflects Magnolia Tax Services premium positioning.

Requeriments:

• Strong working knowledge of U.S. individual tax returns gained through prior experience in tax preparation review or a similar role.
• Excellent English communication skills both spoken and written with the ability to explain complex tax concepts in simple terms to non-experts.
• Prior client-facing experience is strongly preferred especially in a tax accounting or financial advisory context.
• High attention to detail and a rigorous approach to quality control.
• Comfortable working remotely and coordinating with a distributed team using digital tools.
• Professional certifications are a plus but not strictly required if experience and competency are strong.

Location and Schedule:

• Remote role. Magnolia Tax Services is actively considering candidates in South Africa the Philippines and India.
• Must be able to accommodate meetings and collaboration during core U.S. business hours.

Compensation:

• Monthly salary range: $1500 to $2500 USD depending on experience qualifications and fit.
• Exact compensation to be determined based on candidate profile and responsibilities.

Client Experience Focus:

• This role is highly client-facing and is ideal for someone who enjoys speaking with clients answering questions and delivering a clear and confident experience around their U.S. tax filings.