CSI Group · 2 months ago
Tax Reviewer & Preparer (Per Diem)
Wall Township, New Jersey, United States
Full-time
Hybrid
Mid Level
$25/hr - $28/hr
3+ years expCSI Group is a values-driven organization committed to supporting families and small businesses during tax season. They are seeking an experienced Tax Reviewer & Preparer to ensure accurate and compliant preparation and review of tax returns, delivering exceptional service to their clients.
Financial Services
Responsibilities
Prepare individual tax returns (1040) and related schedules
Prepare small business returns, including Schedule C and supporting documents
Perform detailed reviews of both individual and small business tax returns
Verify accuracy of calculations, documentation, and tax positions
Ensure compliance with IRS, state, and CSI Group standards
Identify discrepancies and provide clear, constructive feedback to preparers
Support Lead Advisors and Tax Preparers in resolving more complex tax matters
Maintain timely turnaround to meet tax-season production demands
Document all review notes and preparation details in Canopy, following internal workflows
Uphold our mission of simplifying financial security for America’s middle class
Qualification
Required
3+ years of experience preparing and/or reviewing individual and/or small business tax returns
Strong working knowledge of federal and state tax laws
Highly detail-oriented with strong communication and documentation skills
Ability to work independently and collaboratively with advisors and preparers
Preferred
Experience with ProConnect preferred (training provided if needed)
CPA, EA, or significant 1040/Business tax preparation experience strongly preferred
Company
CSI Group
CSI Group | Simplifying Financial Security for America’s Middle Class.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase