[Hiring] Senior Tax Reviewer @Magnolia Tax Services

Role Description

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.

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.

Qualifications

• 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.

Requirements

• Medical practice or restaurant clients (nice to have).
• Multistate returns, especially Wisconsin and Illinois (nice to have).
• Experience with Drake Tax and TaxDome (our software stack); other professional tax software experience also welcome (nice to have).

Benefits

• 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.

How to Apply

Submit your resume and answer the screening questions. Shortlisted candidates will complete a short review exercise (one 1120-S with planted errors) and a video interview with firm leadership.