CPA or EA - US Tax Reviewer "Senior Production Manager" Permanent Work from Home

Job Title: Senior Tax Production Manager (CPA or EA U.S. Tax Reviewer)

Employment Type: Full-time or Part-time | Permanent

About the Role

Are you seeking a career that prioritizes excellence, work/life balance, and professional growth? Tax Prose invites you to join a forward-thinking, high-integrity firm where client care, quality control, and leadership are paramount. As a Senior Tax Production Manager, you will lead our compliance department and mentor a talented team, ensuring accurate, timely tax filings and consistent professional development.

Key Responsibilities

As a Senior Tax Production Manager, you will:

• Review Tax Returns Lead the review of complex individual, partnership, S-corp, C-corp, and trust tax returns; assist in preparation as needed.

• Team Leadership & Mentorship Provide training, guidance, and support to staff accountants, bookkeepers, and junior tax preparers; lead by example and reinforce best practices.

• Workflow Oversight Manage the production pipeline from intake through delivery, ensuring accuracy, efficiency, and compliance with deadlines.

• Process Documentation Create process documentation and assist in recording internal training videos to support firmwide knowledge transfer.

• Client-Facing Support Serve as the second set of eyes on tax matters and elevate the client experience with strategic tax insights.

• Collaboration & Huddles Run daily or weekly check-ins to coordinate tasks, troubleshoot issues, and maintain accountability across the team.

• Special Projects Engage in ad hoc tax strategy, resolution, and internal improvement initiatives.

Qualifications

Required:

• Valid and active California CPA license or EA credential

• Minimum 4 years of U.S. tax preparation and review experience

• Strong understanding of GAAP, tax code, and financial reporting

• Excellent written and verbal communication skills

• Experience supervising or mentoring a team

• Authorized to work in the U.S. without sponsorship

• Ability to commit exclusively to the firm

Preferred:

• Bachelors degree in Accounting, Finance, or related field

• Experience with process improvement and/or team leadership in a public accounting setting

Preferred Software Experience

While training is provided, familiarity with the following is a plus:

• QuickBooks / Xero

• Lacerte / ProConnect

• Liscio

What We Offer

• Competitive salary based on experience

• Performance-based bonuses

• Paid training and continuing education

• PTO and flexible scheduling (after probationary period)

• Company-provided equipment

• Professional growth through structured performance reviews

• Supportive team culture and leadership transparency

Schedule

• 8-hour shifts

• Monday to Friday, with flexibility

• Occasional weekend availability during tax season

Application Process

The hiring process includes:

1. Online application

2. Proctored technical exam 

3. Accountant-specific personality assessment

4. Interviews with firm leadership

Join us and be part of a firm that values your expertise, respects your time, and supports your career.

 Retirement Benefits

• SIMPLE IRA plan with 3% employer match

• Available to eligible employees after the applicable waiting period

• Paid Time Off (PTO)

• Paid Holidays: Includes federal holidays, the day after tax deadline, and firm closure between Christmas and New Year’s

• Additional flex days available based on performance and tenure

• Paid CPE and training

• CPA/EA license renewal fees covered

• Professional memberships (e.g., CalCPA, NAEA) reimbursed

• Access to mentorship, leadership development, and technical training

• Flexible scheduling with hybrid and remote work options potential 

• Reasonable workloads with no expectation of burnout during tax season

• Structured workflow systems to support focused, efficient workdays

• Respect for personal boundaries and family commitments

• Work in another office location to change your environment now and then - optional