Tax Advisor - Finance

Tax Reviewer, you will play a critical role in ensuring the accuracy, compliance, and timely delivery of federal and state income tax returns for a diverse portfolio of clients, including individuals, estates, and exempt organizations. S. tax laws, attention to detail, and the ability to manage and mentor a team of tax preparers. You will be responsible for upholding client-specific requirements, maintaining quality standards, and contributing to the overall efficiency and success of the tax review process.

About the Role: Tax Review & Compliance

Review federal and state income tax returns for Individuals (1040), Estates & Trusts (1041), Partnerships (1065), and Corporations (1120/1120S) .

S. tax laws, regulations, and filing requirements.

Identify and resolve complex tax issues related to individual, partnership, trust, and corporate taxation.

Provide technical guidance and support to tax preparers, particularly on complex tax matters involving individual, partnership, trust, and corporate returns.

Conduct induction and ongoing training sessions, including updates on tax legislation, software applications, and process improvements.

Work Allocation & Monitoring

Follow up on pending work, address bottlenecks, and ensure adherence to deadlines and quality standards.

Review and submit completed tax returns and supporting documentation within established timelines.

Coordinate with stakeholders to obtain necessary information and resolve tax-related queries.

Project Execution

Contribute to departmental and organizational projects as required.

Adapt quickly to changes in client processes, tax regulations, and software platforms, and effectively communicate updates to the team.

Quality & Compliance

Adhere to organizational policies, procedures, and quality standards.

Ensure compliance with information security requirements, data privacy guidelines, and regulatory obligations.

Maintain high-quality standards through thorough review and documentation practices.

Foster a collaborative, high-performance work environment focused on continuous learning and development.

Bachelor’s degree in Commerce/Accounting/Finance with 4-6 years of experience in U.Hands-on experience in preparing and/or reviewing 1040, 1041, 1065, and 1120/1120S tax returns .

S. tax laws, tax concepts, accounting principles, and compliance requirements.

Proficiency in tax software such as GoSystem, CCH Axcess, UltraTax, Lacerte, ProSeries, or Drake Tax ; Strong analytical, problem-solving, and attention-to-detail skills with the ability to review complex tax returns.

Excellent communication, organizational, time management, and Microsoft Office skills; CA, CPA, EA, B.Com, or M.Com preferred.

#Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here .

More information about Thomson Reuters can be found on thomsonreuters.com.