# Senior Tax Reviewer

> Magnolia Tax Services · United States (Remote) · Full-time · Posted 2026-10-07

**Salary:** USD 70,000–80,000

**Workplace:** remote

**Department:** Tax Services

## Description

Magnolia 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 fully 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) prepared in Drake by our domestic and offshore preparers 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

## Requirements

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:  
\- Medical practice or restaurant clients  
\- Multistate returns, especially Wisconsin and Illinois  
\- 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  
\- 100% 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  
  
How to apply: submit your resume and answer the screening questions. Shortlisted candidates will complete a short review exercise (one 1120-S with planted errors) and a video interview with firm leadership.

## Apply

[Apply at Magnolia Tax Services](https://apply.workable.com/magnolia-tax-services/j/1429B966A0/apply)

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