Tax Reviewer

Job DescriptionBeech Valley is seeking an experienced Tax Reviewer to provide review support during the peak 2027 busy season. This role will focus on reviewing complex individual income tax returns (1040s) for business owners, private company executives, and high-net-worth individuals.

The ideal consultant is highly independent, detail-oriented, and experienced with sophisticated multi-entity tax situations, multi-state filings, and complex investment activity.\n\nThis contract engagement is expected to run from March 8, 2027 through April 15, 2027, with the potential for recurring busy-season opportunities in future years.

This is a 1099 contract, fully remote opportunity.\n\nWhat You'll Do\n\n Review complex individual income tax returns, including executive-level and high-net-worth taxpayer filings\n Review all schedules and supporting documentation associated with Form 1040 filings\n Validate quarterly estimated tax calculations\n Review reporting related to multiple rental properties, depreciation schedules, and fixed asset additions\n Review brokerage account activity, capital gains/losses, dividends, and interest income reporting\n Verify proper treatment of real estate acquisitions, dispositions, and asset allocations\n Review K-1 activity, including multi-state entities, publicly traded partnerships, passive activity considerations, and basis impacts\n Evaluate multi-state filing requirements and income allocations\n Review Schedule C activity, including payroll, fixed assets, and depreciation treatment\n Analyze prior-year returns to identify carryforwards, recurring tax items, and significant year-over-year changes\n Return reviewed work within 24 hours of receipt\n\n\nWhat We're Looking For\n\n 2–3+ years of experience reviewing complex individual income tax returns for business owners, executives, and high-net-worth individuals\n Minimum of 2 years of recent experience with Ul traTax and Thomson Reuters Fixed Assets/Practice CS, including experience within the past two years\n Demonstrated ability to independently review tax returns with minimal supervision\n Strong understanding of depreciation, basis calculations, passive activity rules, and multi-state tax reporting\n Experience reviewing returns containing multiple K-1s, rental properties, and significant investment activity\n Excellent written and verbal communication skills in a remote work environment\n Proactive approach to managing workload and communicating issues\n Open to feedback and committed to maintaining quality standards\n Availability during standard business hours and throughout the busy-season workflow, including Monday through Saturday during peak periods\n\n\nNice to Have\n\n Experience supporting public accounting firms during tax busy season\n Familiarity with private company owner tax structures and closely held businesses\n Experience reviewing returns with publicly traded partnership activity\n Prior recurring seasonal tax review experience\n\n\nWhy Beech Valley?\n\n Flexibility: Accept and reject projects to fit your life and goals\n Compensation: Get paid for every hour you work\n Growth: Build your network and expand your skill set across exciting clients and projects\n Please note: Our opportunities are NOT for those looking for only night and weekend work as our clients are looking for those who can work consistently during regular business hours (20-40+ hours/week).\n