Demo

Seasonal Tax Return Reviewer

Agile Income Tax LLC
Montgomery, TX Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 4/16/2025

Job Description

Job Description

About Us :

We are a small but dynamic tax and accounting firm dedicated to providing exceptional service to individuals and businesses. Our team is committed to accuracy, efficiency, and personalized solutions. During tax season, our office thrives in a fast-paced environment where teamwork is key to our success.

Position Overview :

We are seeking a Seasonal Tax Return Reviewer to join our team. This role is full-time during tax season (January through mid-April) and resumes from August through October 15. You will be responsible for reviewing individual and business tax returns prepared by our staff to ensure accuracy, compliance, and adherence to applicable tax laws.

Responsibilities :

  • Review individual and business tax returns prepared by staff for accuracy, completeness, and compliance with tax laws and regulations.
  • Provide constructive feedback and guidance to staff on corrections or improvements as needed.
  • Identify opportunities for tax planning strategies and communicate them to the team.
  • Assist in resolving client tax issues and responding to inquiries as necessary.
  • Stay updated on federal, state, and local tax laws to maintain compliance across all returns.

Qualifications :

  • CPA license or Enrolled Agent (EA) designation preferred.
  • Minimum of 5 years of experience in tax preparation and review preferred, including individual and business returns.
  • Strong knowledge of federal and state tax laws, regulations, and filing requirements.
  • Detail-oriented with excellent organizational and analytical skills.
  • Ability to thrive in a fast-paced environment and manage multiple priorities.
  • Effective communication and interpersonal skills to collaborate with staff and clients.
  • Proficiency in tax preparation software (e.g., Drake) and Microsoft Office Suite.
  • Why Join Us?

    As part of our team, you’ll enjoy working in a collaborative and supportive environment where your contributions are valued. While tax season is fast-paced, we foster a culture that prioritizes teamwork and celebrates accomplishments. This position offers a competitive compensation package and the opportunity to make a tangible difference by supporting local businesses and individuals.

    Company Description

    Agile Income Tax LLC is a trusted tax and bookkeeping firm based in Montgomery, TX, proudly serving our community since 2008. We specialize in preparing income tax returns for individuals and small to medium-sized businesses, providing monthly bookkeeping services, and offering expert consultation on a wide range of tax and business needs.

    Our dedication to building lasting, caring relationships with our clients sets us apart. Beyond delivering accurate and reliable services, we take the time to understand the unique challenges and goals of each client. This personalized approach has earned us their trust and made us a go-to resource not just for tax preparation, but also for navigating complex IRS issues and addressing a variety of business concerns.

    At Agile Income Tax LLC, we’re more than just a service provider—we’re a partner in our clients’ success, committed to helping them achieve their financial and business goals with confidence.

    Company Description

    Agile Income Tax LLC is a trusted tax and bookkeeping firm based in Montgomery, TX, proudly serving our community since 2008. We specialize in preparing income tax returns for individuals and small to medium-sized businesses, providing monthly bookkeeping services, and offering expert consultation on a wide range of tax and business needs. Our dedication to building lasting, caring relationships with our clients sets us apart. Beyond delivering accurate and reliable services, we take the time to understand the unique challenges and goals of each client. This personalized approach has earned us their trust and made us a go-to resource not just for tax preparation, but also for navigating complex IRS issues and addressing a variety of business concerns. At Agile Income Tax LLC, we’re more than just a service provider—we’re a partner in our clients’ success, committed to helping them achieve their financial and business goals with confidence.

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