Tax Reviewer

As a Tax Reviewer at Cutler Advisors, you will handle the preparation of individual, partnership, trust, and corporate tax returns, along with providing essential tax planning and consulting services. You'll prioritize tax prep deliverables and deadlines, manage client documentation, and occasionally perform bookkeeping tasks. Your role involves significant client interaction, ensuring a professional and efficient process throughout.

To qualify for the Tax Reviewer position at Cutler Advisors, candidates must hold a CPA designation and possess either a Bachelor's or Associate's degree. Experience in tax preparation and public accounting is preferred, complemented by strong organizational skills and attention to detail. Familiarity with accounting software like QuickBooks, CCH/Engagement, and other relevant tools will also be beneficial.

Cutler Advisors offers an impressive benefits package for Tax Reviewers, including health, dental, and vision insurance, company-paid life and long-term disability insurance, a 401(k) plan with employer contributions, as well as opportunities for professional development. We emphasize a supportive workplace culture to ensure that our team members thrive in their careers.

Yes, at Cutler Advisors, the option for remote work is negotiable after initial training and with proven experience. However, we prioritize candidates who can work in-office due to our team-based approach and to meet our business needs effectively.

Cutler Advisors stands out by delivering Big Four style services to high-end clients while maintaining a collaborative and relaxed office atmosphere. Our connection with Crete Professionals Alliance allows us to leverage extensive resources for growth and development, all while prioritizing the well-being of our team members.

To effectively answer this question, outline your specific experiences with tax preparation, including the types of entities (individuals, corporations, partnerships) you've worked with. Highlight any software you've used, your familiarity with IRS regulations, and your ability to meet deadlines while maintaining attention to detail.

Discuss your strategies for workload prioritization, such as creating a task list, setting deadlines, or using project management tools. Share experiences from past tax seasons where you successfully managed multiple clients and tasks simultaneously, maintaining quality work under pressure.

Provide a situation where you encountered a complex tax issue or a difficult client interaction. Explain how you approached the problem, what resolution you proposed, and the outcome. Emphasize your problem-solving skills and your ability to maintain client relationships.

List the accounting software you're familiar with, especially if you have experience with QuickBooks, CCH/Engagement, or any cloud-based solutions. Be ready to explain how you've utilized these tools to improve efficiency and accuracy in your tax preparation work.

Respond by discussing your commitment to continuous learning—mention resources like tax journals, webinars, or professional certifications. Highlight any workshops or courses you've taken to stay current regarding tax laws and compliance changes.

Emphasize the importance of clear and professional communication in your role. Provide examples of how you engage clients effectively, such as sending regular updates, being responsive to inquiries, and setting clear expectations for project timelines.

Outline a step-by-step approach to investigating discrepancies, including fact-checking information, discussing findings with your team or supervisor, and communicating transparently with the client. Highlight the importance of accuracy and proactive problem-solving.

Define tax planning and its benefits for clients, then share an example of how you've worked with a client to optimize their tax situations. Discuss strategies you've employed, such as leveraging deductions, credits, or reorganizing their financial arrangements.

Addressing stress personally is important. Share techniques you use, such as time management, taking breaks, or practicing mindfulness. Provide examples of how these strategies have helped you maintain performance during high-pressure periods.

Express your admiration for Cutler Advisors and Crete Professionals Alliance's commitment to client service and quality work. Discuss how their values align with your professional goals and your desire to contribute to their success while growing in your career.