Job DescriptionJob Description
Tax Reviewer – Job Description
About Us
Steven Spector LLC is an independent boutique tax and accounting firm dedicated to serving individuals, families, and business entities. We act as trusted advisors, delivering tailored solutions that align with each client’s unique goals. Our clients choose us for our comprehensive approach to tax, accounting, financial, and administrative services.
Position Overview
We are seeking a highly motivated and detail-oriented Tax Reviewer to join our team. This role requires strong expertise in reviewing tax returns and accounting work to ensure accuracy, compliance, and quality. As a key member of our firm, you will play a critical role in delivering high-quality financial services and maintaining our standard of excellence.
Key Responsibilities
Tax Review and Preparation
Review individual and business tax returns for accuracy, completeness, and compliance with applicable regulationsPrepare tax returns as neededStay current with changes in tax laws and regulations to ensure accurate and up-to-date filings
Accounting Services
Review bookkeeping, account reconciliations, and financial statementsEnsure accuracy and consistency in financial recordsProvide accounting insights and recommendations to clients
Client Interaction
Communicate with clients to gather required financial informationAddress client inquiries and explain tax and financial matters clearly and professionallyFoster strong client relationships and ensure a smooth engagement process
Compliance and Reporting
Ensure all work complies with federal, state, and local regulations, as well as industry standardsPrepare and review financial reports for internal and client use in a timely manner
Qualifications
Minimum of 5 years of tax experienceBachelor’s degree in Accounting, Finance, or a related field (Master’s preferred but not required)CPA or EA certification (or in progress) preferredProven experience reviewing tax returns and accounting workStrong analytical, organizational, and problem-solving skillsExcellent communication and interpersonal skillsAbility to follow firm procedures and policies
Preferred Experience
Familiarity with GoSystem, SurePrep, and Practice CS is a plus
Employment Type
Full-time
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