Tax Reviewer & Preparer (Per Diem)

Why Join Us

At CSI Group, our mission is to remove financial uncertainty for America’s middle class. You’ll join a values-driven organization committed to accuracy, professionalism, and care—supporting families and small businesses during the most critical months of the tax year.

Tax Reviewer & Preparer (Per Diem)

Seasonal | January – End of April | Remote/On-Site (Flexible)

CSI Group is seeking an experienced Tax Reviewer & Preparer to support our high-volume tax season from January through the end of April. This per diem role is critical to ensuring accurate, compliant, and timely preparation and review of both individual and small business tax returns—delivering an exceptional experience for the middle-class families and small businesses we serve.

About the Role

In this hybrid role, you will prepare and review individual (1040) and small business returns, ensuring they meet IRS, state, and CSI Group quality standards. You will play a key role in both production and quality assurance, collaborating with advisors, preparers, and reviewers to help us deliver a best-in-class member experience during the busiest months of the year.

Key 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

Qualifications

3+ years of experience preparing and/or reviewing individual and/or small business tax returns

Strong working knowledge of federal and state tax laws

Experience with ProConnect preferred (training provided if needed)

Highly detail-oriented with strong communication and documentation skills

Ability to work independently and collaboratively with advisors and preparers

CPA, EA, or significant 1040/Business tax preparation experience strongly preferred