• *Job Overview**
A fully remote leadership opportunity for an experienced CPA to serve as the final technical authority on tax returns prior to filing. This role focuses on maintaining high standards of tax quality, documentation, and compliance for a real-estate-heavy client portfolio.
This position emphasizes technical leadership, quality control, and reviewer development rather than high-volume preparation work.
What Makes This Role Different
• *Strong Operational Support**
• Dedicated administrative support for coordination and project management
• AI tools assisting with email management, meeting notes, and workflow tracking
• Typical workload of 40-55 hours per week (average ~45) designed to avoid extreme peak-season hours
Key Responsibilities
• *Final Review and Signing Authority
• Review and sign tax returns including 1065, 1120S, and 1040
• Ensure filings meet technical, compliance, and documentation standards
• *Audit-Ready Documentation
• Verify that tax positions are supported, documented, and defensible
• Establish risk review frameworks and escalate issues appropriately
• *Reviewer and Preparer Development
• Create training and feedback systems to strengthen preparer and reviewer performance
• Establish consistent review standards and quality expectations
• *Process and Quality Improvements
• Enhance workpaper standards, templates, and internal review checklists
• Improve quality and efficiency across the tax preparation workflow
• *Team Collaboration**
• Supervise an experienced tax team leader and collaborate with firm leadership on tax strategy and quality standards
Typical Return Mix
• 58% - Partnership Returns (1065, real estate focus)
• 20% - S-Corporation Returns (1120S)
• 20% - Individual Returns (1040)
• 2% - Other filings
• *Required Qualifications**
• Active CPA license (must be eligible and willing to sign returns)
• Extensive final review experience, particularly with 1065 partnership returns
• Strong knowledge of real estate pass-through taxation
• Excellent judgment regarding documentation, elections, disclosures, and risk
• Strong communication and leadership abilities
• Experience with UltraTax CS required
Time Off & Benefits
• 15 days PTO
• 4 paid holidays
• 2 weeks annual firm shutdown
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