
2 - 10 employees
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Magnolia Tax Services is a 100% virtual tax advisory firm that provides tax preparation, tax planning, tax representation (IRS dispute resolution), outsourced bookkeeping, and estate/asset protection services for individuals and small businesses. The firm combines Enrolled Agents, CPAs, and tax attorneys with cloud-based client portals and technology to reduce administrative burden, maximize tax savings, and resolve tax problems (e. g. , back taxes, wage garnishment, payment plans). Magnolia positions itself as a strategic partner for growing small businesses and serves clients remotely from anywhere.
🔥 1 minute ago
Where this job comes from
Posted on Magnolia Tax Services's careers page, not through a job board
First seen by Remote Rocketship 1 minute ago

2 - 10 employees
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Magnolia Tax Services is a 100% virtual tax advisory firm that provides tax preparation, tax planning, tax representation (IRS dispute resolution), outsourced bookkeeping, and estate/asset protection services for individuals and small businesses. The firm combines Enrolled Agents, CPAs, and tax attorneys with cloud-based client portals and technology to reduce administrative burden, maximize tax savings, and resolve tax problems (e. g. , back taxes, wage garnishment, payment plans). Magnolia positions itself as a strategic partner for growing small businesses and serves clients remotely from anywhere.
• Review Forms 1120-S, 1065, and 1040 with Schedules C and E prepared in Drake by domestic and offshore preparers before client delivery • Prepare complex returns when needed, especially multi-entity S-corp and partnership groups • Check 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 • Respond to IRS and state notices and support correspondence audits • Give preparers clear written review notes to help them improve • Flag planning opportunities involving entity structure, retirement plans, and accountable plans to firm leadership • Refine review checklists and workflow in TaxDome during and after tax season
• 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 • Medical practice or restaurant clients • Multistate returns, especially Wisconsin and Illinois • Experience with Drake Tax and TaxDome; other professional tax software experience also welcome
• 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; 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
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