Senior Tax Reviewer

Magnolia Tax Services is hiring a Senior Tax Reviewer to review business and individual returns, talk directly with clients, and serve as a technical anchor for our preparer team. This is a fully remote, full-time role open to candidates living in Wisconsin or Illinois. Magnolia is a remote tax planning, preparation, and bookkeeping firm based in Milwaukee. We have served 800+ clients and our revenue has doubled every year. Our clients are business owners: S-corp owners, real estate investors, physicians, restaurant and hospitality owners, and realtors. We focus on proactive planning, not just year-end compliance. What you’ll do: Review Forms 1120-S, 1065, and 1040 (with Schedules C and E) prepared in Drake by our domestic and offshore preparers before they go to the client Prepare complex returns yourself when needed, especially multi-entity S-corp and partnership groups Check the items that matter most for our clients: shareholder and partner basis, reasonable compensation, K-1 flow-through, depreciation and cost segregation, passive activity rules, and state filings Lead return review calls with clients, explaining results, open items, and planning opportunities in plain language Respond to IRS and state notices and support the team on correspondence audits Give preparers clear, written review notes that help them improve Flag planning opportunities (entity structure, retirement plans, accountable plans) to firm leadership Help refine our review checklists and workflow in TaxDome during and after tax season Required: Enrolled Agent or CPA credential (active), or CPA candidate with substantial review experience 4+ years preparing business returns, including at least 2 seasons reviewing 1120-S and 1065 returns Strong working knowledge of S-corp and partnership basis, reasonable compensation, and Schedule E rental activity Confident speaking with clients by phone and video, including explaining a return or a notice Comfortable working remotely and independently, with US Central Time business-hours availability Lives in Wisconsin or Illinois Nice to have: Medical practice or restaurant clients Multistate returns, especially Wisconsin and Illinois Experience with Drake Tax and TaxDome (our software stack); other professional tax software experience also welcome Base salary: $70,000 to $80,000, based on experience and credential Busy-season performance bonus 401(k) with a 100% employer match on up to 4% of pay (safe harbor plan), eligible after 6 months Health reimbursement (QSEHRA): $400/month toward individual health and dental premiums and out-of-pocket medical costs, tax-free, after 90 days Full-time, W-2 100% remote (must live in Wisconsin or Illinois); standard Central Time business hours, with extended hours during tax season A remote role without Big 4 hours, direct access to firm leadership, and a growing client base built on planning work #J-18808-Ljbffr