Last updated 10 October 2026

Tax and Accounting Reviewer

Two openings.

Apply for this role. Reading the page is not applying. The application is the only way to be considered, and it is the whole first step.

Why this role exists

We need someone to oversee these items:

• You review and sign returns, which is the step that decides how fast work reaches a client.
• Work keeps moving whoever is away, because there is more than one person who can sign.
• Preparers learn the technical work from you, and you manage them with their next promotion in mind.

Logistics

• The team: several of the tax and accounting team are in India, so you work with people in more than one country every day.
• Hours: Full time, which is eight hours of work and one hour for lunch. You choose one of three shifts.
  1. Indian time, in the morning: 9:00 AM to 6:00 PM in India, which is 10:30 PM to 7:30 AM Austin, Texas time. People on this shift do not talk to clients.
  2. Indian time, ending at 1:00 PM Austin, Texas time: 2:30 PM to 11:30 PM in India, which is 4:00 AM to 1:00 PM Austin, Texas time.
  3. Until 4:00 PM Austin, Texas time: 5:30 PM to 2:30 AM in India, which is 7:00 AM to 4:00 PM Austin, Texas time.
• Company stage: Small, growing firm with a lean leadership bench.
• Start: As soon as the contract is signed.
• Location: Remote, hired from India.
• Reports to: the Head of Delivery.
• Direct reports: None to start. You answer the preparers on technical work, and managing them can become part of the role if your skills suit it.
• Video: On for every meeting.
• Equipment: Your own. You reach the firm's systems through a remote desktop we give you.
• Contract: Contractor. The agreement is here.

Work hours

• Two options. Part time is four hours a day. Full time is eight hours a day.
• On the part time option, two of those four hours are 12 pm to 2 pm in Austin, Texas.
• Monday through Friday, inside US Central business hours.
• India runs 10 hours 30 minutes ahead of US Central in summer, and 11 hours 30 minutes ahead in winter. The 12 pm to 2 pm window is 10:30 pm to 12:30 am your time in summer, and 11:30 pm to 1:30 am in winter.
• Year round. The volume rises through tax season.

Full time here

You are passionate about your work. Full time here means 8 to 10 hours a day, because you want to see things through to finished.

Who we want here

• Women. We want more of them here.
• Autistic people. The rules are written down. Nobody has to read a room.
• Direct communicators.
• People who think in systems. When something breaks, they look for what caused it instead of fixing only the part they can see.
• People who are optimistic about the outcome when they are under stress or facing a challenge.
• People who move fast and get a lot done.
• People who are all in.
• People who want the company to grow and are excited to help make that happen.
• People who, when they are stressed, notice what they are feeling, then say what they need and write it down. Stopping at the feeling, with nothing written down, is not a fit here.

Who should not apply

This is not the role for you if you:

1. Wait for somebody else to pick a thing up, or need the work handed to you tidy and already decided.
2. Report a problem and stop there.
3. Try somebody once, get no answer, and give up.
4. Go quiet when something needs raising, or find telling the truth consistently hard.
5. Read hidden meanings and office politics instead of the plain words.
6. Overstate what you can do, or are different before you are hired and after.
7. Have changed jobs every year or two, or want short projects and a work whenever schedule.

How your results are measured

• You start reviewing every return sent to you within 48 hours.
• Every client tax question gets a written reply inside 24 hours. Sometimes that means telling the client you need to investigate or finish the review.
• Nothing on the tax or accounting side reaches the Interim CEO because a preparer could not reach a reviewer. You are on the firm's Google Chat and email from 12 pm to 2 pm in Austin, Texas, and for two other hours in your day.
• Your time entries are detailed enough that in six months, if a client questions the time, we can read the entry and answer the question. You do not have to remember it, and nobody has to ask you.

Role summary

You are the last set of eyes before work leaves the firm. You review returns, you answer the client's tax question in writing, and you teach the preparer while you do it.

What you own

Final review on returns

• Working the first review and second review tasks in our practice software on individual and business returns, as they turn ready.
• Signing off, or sending it back with what to fix and how to fix it.
• While you are new, a second reviewer checks your reviews.
• Amendments, and saying which return has to be corrected before the next one can finish.
• Knowing what has already been reviewed. The record of which returns are done stays straight, so nothing is reviewed twice and nothing is missed.
• Your PTIN goes on every return you review. That is required on all of them, without exception.

Preparing, when the line is clear

• When there is nothing waiting to be reviewed and you have the time, you prepare.
• Somebody else reviews anything you prepared. You do not review your own work.

The client's tax question, answered in writing

• Answering technical questions in the client file rather than leaving the answer in Google Chat.
• Working the figures out for the client where the question calls for them. Where more than one person is involved, the answer names each of them and their amount.
• Telling the client the order the work happens in, so they know what has to finish before the next thing starts.
• Giving the client a date. A client who asks when something will be ready gets a date, not a description of the process.

Tax strategy, twice a year

• A tax strategy session twice a year, and you run it.
• The figures are worked out before the session rather than during it.
• What was decided goes in the client file, not only in the meeting.

Teaching the preparer

• Feedback that names the fix and the method, so the same correction is not needed twice.

Helping build the firm

• The firm builds its own tools, and this role is part of building them, not only using them.
• Helping build an AI reviewer that checks the work before it reaches you. You teach it what you look for, so the obvious things are already caught and your eyes go to the hard ones.
• The first time a question or a mistake turns up, you say so, and it becomes a tool or an SOP instead of something only you know.
• Where AI makes a piece of the work faster or more accurate, you show us how. We use AI heavily and we want what you know.
• You work with the Interim CEO on this directly.

Your own time entries

• Naming the return and the outcome on every entry.
• Logging the entry in the week the work happened.
• Logging time in five minute increments.
• Only time that is logged counts as work for the firm.

What this role does not do

• Moving client files into the practice software. That sits with the preparer.
• Pricing, invoices, and engagement letters.
• Anyone's schedule, pay, or performance.
• Deciding what the firm charges. When a client says we made a mistake and your review shows the mistake is real, you can and should suggest that we reduce their charge.

How we work together

• We work at the same hours most of the time, and some of the work is done asynchronously. You will not always have somebody online to ask, so you write things down and you keep going.
• Written, asynchronous communication is modeled as part of the company's culture. Things are read in writing before a live call is requested, and writing is used to prevent the need for calls.
• When you say you will do something, say what day it will be done.
• If you are going to miss that day, say so before the day passes.
• If you need something from the person who prepared the return, ask them yourself.
• The first time somebody makes a mistake, have them update the SOP so it stops happening. You review the SOP they write, and you do not write it yourself.

Software we use

• Canopy, for the client record, the review tasks, and time.
• ProConnect, where new returns are prepared and reviewed.
• UltraTax, for historical records only. No new return is done in it.
• AI, which the firm uses heavily and will show you how we use.
• A hosted remote desktop, which is how you reach the firm's systems.
• Google Workspace.
• Our internal site, for the SOPs.
• Zoom phone

What we need from you

• The credential to review and sign returns: Enrolled Agent.
• Review expertise across 1040, 1120S, 1120C, 990, and 1065.
• Expertise with companies doing $0.5M to $5M in revenue. That is the size we serve.
• Experience giving a preparer feedback they can act on without a second conversation.
• Willingness to work inside our software rather than your own.

Pay

Pay starts at $1,200 USD a month and can increase based on experience.

How pay works here. The parts, how each one grows, the coverage bonus and sales commission.

Career growth

• Tell us what you want over the next three years. We will help.
• You schedule a career conversation with your manager every quarter. That meeting is yours to run, and it is where we plan what you learn next.

The technology you need to work here

The setup is the same for every role here. The technology you need to work here lists the computer, the internet, the power backup, the audio and the workspace.

How to apply

Fill in the application. It is the whole first step.

It asks for a web address for a short video recording answering both of these questions. Put the video anywhere we can open without an account, and paste the address into the application.

• What do you do when you get a task/project you do not understand?
• From a logistics standpoint, when is the earliest that you could start full time if you were to be accepted?

Apply now. If you have read this far and it sounds like you, send it. We read every one.

Tax and accounting career levels, the levels used across the firm.