Senior Tax Preparer
magnolia tax servicesMilwaukee County, WI
$70,000 to $80,000
APPLYMagnolia 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 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) 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:
Experience with Drake Tax and TaxDome (our software stack); other professional tax software experience also welcome
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- 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
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Level
Senior L5
Salary
$70,000 to $80,000
Location
Milwaukee County, WI
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
yesterday