Tax Reviewer (Temporary)

As a Tax Reviewer at Cutler Advisors, your primary responsibilities will include preparing individual, partnership, trust, and corporate tax returns, as well as providing tax planning and consulting services specifically to small-to-medium-sized businesses and high-end clientele. You'll maintain tax prep priorities, manage deliverables and deadlines, and work efficiently under pressure, either independently or collaboratively within a team. Additionally, you will engage professionally with clients, ensuring effective communication throughout the process.

To excel as a Tax Reviewer at Cutler Advisors, you will need to hold a CPA license, possess a Bachelor’s or Associate’s degree, and have significant experience in tax preparation and accounting. Public accounting experience is preferred, along with excellent attention to detail, strong organizational skills, and proficiency with accounting software. Knowledge of compiled and reviewed financial statements, as well as experience with tools like Click Up, CCH/Engagement, and QuickBooks, are considered big advantages.

While the Tax Reviewer position at Cutler Advisors primarily prioritizes in-office work, there is potential for remote work opportunities based on your training and experience. Flexibility will be considered based on business needs, so it's recommended to discuss this during the interview process if you're interested in remote work options.

As a Tax Reviewer at Cutler Advisors, you will have the opportunity to work with diverse clients, including small-to-medium-sized businesses and high-end clientele. This allows you to apply your skills in a challenging yet rewarding environment while delivering Big Four quality service in a boutique public accounting setting.

Tax Reviewers at Cutler Advisors can look forward to excellent benefits, including competitive compensation, bonus pay, and a supportive workplace culture that values growth and inclusion. The firm promotes a healthy work-life balance, and with flexible scheduling, employees can effectively manage their personal and professional commitments.

When answering this question, share specific examples of your tax preparation experience. Discuss the types of returns you've worked on, including individual, partnership, and corporate returns, and elaborate on the specific software or tools you used. Highlight how your attention to detail and organizational skills have contributed to your success in the tax preparation process.

Explain your strategies for time management and prioritization during tax season. You can mention methods like creating a schedule, breaking down tasks, and maintaining open communication with team members to ensure everyone's on the same page. Provide a real-life example if possible, showcasing how you successfully managed deadlines in a previous role.

Discuss your approach to client interactions during stressful times. Emphasize your focus on maintaining professionalism, reassuring the client, and ensuring clear communication. Share an example where you navigated a high-pressure situation, highlighting the positive outcome that followed due to your approach.

Be specific about the tax software you've used, such as QuickBooks, CCH/Engagement, or others. Describe tasks you've completed using this software, such as preparing returns, generating reports, or managing client data. This shows your technical proficiency and readiness to hit the ground running.

When discussing your experience with tax planning and consulting, emphasize your analytical skills, ability to conduct thorough research, and how you've created tax strategies for clients. Use examples that illustrate your role in providing valuable insights that helped clients save on taxes or improve their financial situations.

Share your proactive approach to staying up to date with changes in tax laws and regulations. Discuss any continuing education courses, memberships in professional organizations, or methods you've used to incorporate updated information into your work, ensuring clients remain compliant.

Talk about your cooperative mindset and the steps you take to foster teamwork. Provide examples of successful collaborations with colleagues, focusing on communication, shared goals, and how you contributed to a productive team dynamic.

Express your enthusiasm for the challenges and opportunities presented by public accounting. Talk about the diversity of clientele, the satisfaction of helping businesses grow, and the continuous learning that comes with staying current on industry trends and legislation.

Share your openness to receiving feedback and how you view it as an opportunity for growth. Provide real examples of times you received constructive criticism and how you applied that feedback to improve your performance.

Discuss the importance of work-life balance and share the strategies that work for you, such as setting clear boundaries for work hours, prioritizing tasks effectively, and incorporating time for personal activities or relaxation to recharge and prevent burnout.