ABOUT THE ROLEBe the final set of eyes that says “this is ready to file.” You review completed returns across all major entity types, catch what others miss, and own the accuracy of every return that goes out the door.You’ll serve as the final checkpoint in the tax workflow — the reviewer of record. Preparers hand off completed 1040s, 1120s, 1120-S, and 1065s; you make sure they’re right before they’re filed. You’ll spot calculation errors, missed elections, and documentation gaps, then coordinate with the preparer to get them resolved.This is a higher-accountability role than preparation, and the compensation reflects it. You’ll communicate directly with clients — but strictly to clarify questions about the return itself. No advisory services. No planning conversations. Just clean, accurate returns and clear answers about what’s on them.You’ll work in Drake and a proprietary internal platform (training provided), partner with U.S.-based teams on technical questions, and help raise the quality bar across the workflow.The Ideal CandidateYou’re the person other reviewers double-check their work againstYou can spot a missing K-1 footnote, a wrong basis calculation, or a miscoded depreciation method on the first passYou stay in your lane on client calls — you answer what’s on the return, not what could beYou’re comfortable being the last name on the fileYou believe a clean review note saves three rounds of reworkWHAT YOU’LL OWNReturn Review & Sign-OffBe the final checkpoint before filing.Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-stateVerify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicableReconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)Validate apportionment, nexus, composite/PTE elections, and state-specific quirksConfirm e-file readiness: forms, signatures, acknowledgments, and extensionsQuality Control & Issue ResolutionCatch it before it ships.Identify gaps, errors, or unclear treatment in prepared returnsWrite clear, actionable review notes preparers can resolve without back-and-forthCoordinate with the preparer through resolution; verify fixes before final sign-offEscalate technical questions to internal U.S.-based colleagues when neededClient Communication (Return-Scoped Only)Answer what’s on the return — nothing more.Respond to client questions specifically about line items, calculations, or filings on the prepared returnExplain results clearly without offering advisory or planning recommendationsRedirect advisory questions to the appropriate partyTools & WorkflowWork cleanly in the tools that ship returns.Drake tax software (preferred experience)Proprietary internal platform — training providedMaintain audit-ready workpapers and documentation trailsData IntegrityLeave a trail anyone can follow.Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work quicklyWHAT YOU’LL BRINGExtensive experience reviewing and/or preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065Deep familiarity with state tax filings across multiple jurisdictionsHigh degree of accuracy and professional judgment; comfortable taking final accountability for filed returnsStrong communication skills for both client-facing (return-specific) and internal correspondenceExperience with Drake tax software preferredConfident written and spoken English; client-facing presenceComfortable working U.S. business hours (night shift, PH-based)Preferred (nice to have):CPA or Enrolled Agent (EA) designation strongly preferredExperience with R&D tax credits (Form 6765)Familiarity with NYC local tax filingsPrior review or supervisory tax roleHOW WE WORKQuality: Review notes, standardized workpapers, and tidy supporting schedules — every timeSecurity: MFA, least-privilege access, and secure file sharing are non-negotiableCollaboration: Slack/Zoom/Teams standups, shared task boards, and predictable review cyclesWHY CAS IS DIFFERENTWe are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.We invest in professionals who want to build a real career serving U.S. clients. At CAS, you get:Career-level USD compensation based on experience and scope (senior-level positioning for this role)Permanent remote work — done rightFull company equipment provided (laptop, monitor, accessories)15 days PTO annually + local holidays offGuaranteed annual increasesReferral rewards up to $1,000Monthly flexible stipend (CAS Flex Perks)Structured onboarding and supportA culture that actually shows upCONTRACT & EXCLUSIVITYThis is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.
