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  • Utilizing your keen attention to detail to provide quality control
  • Working as part of a collaborative team in a fast-paced environment
  • Proven ability to maintain confidentiality regarding sensitive information

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20 jobs similar to Tax Documentation Reviewer

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Tax Expert

April
US

  • Prepare tax returns and deliver personalized video consultations to customers.
  • Own the end-to-end client experience—supporting document collection and promptly responding to questions.
  • Collaborate with peers and leadership to improve workflows and processes.

April is the only embedded, year-round tax platform built to power smarter financial decisions. They bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift.

$9–$10/hr
Global

  • Prepare and review U.S. federal and state tax returns for individuals and businesses.
  • Manage client bookkeeping, clean-up, and adjustments using QuickBooks Online.
  • Maintain accurate, organized client files and documentation.

SnappyCX is a BPO company that focuses on customer-centric solutions. They connect top-tier talent from Africa, the Philippines, and South America with companies across the US, Europe, Canada, and the UK, empowering businesses worldwide.

Europe Unlimited PTO 26w maternity 13w paternity

  • Preparing tax returns including VAT, OSS VAT, GST/HST, SST and sales tax returns.
  • Preparing Balance Sheet reconciliations for direct and indirect tax liabilities and VAT turnover reconciliations.
  • Assisting with tax filings and tax payments in line with deadlines.

The Adaptavist Group combines teamwork, technology, and processes to help businesses improve. They deliver enterprise software and solutions across technology ecosystems like Atlassian and AWS and embrace a flexible, remote-first work environment.

$45–$100/hr
US

  • Use software to input/label data for projects.
  • Support the delivery of high-quality curated data.
  • Contribute to training new tasks, working with technical staff.

xAI aims to develop AI systems that deeply understand the universe and help humanity expand knowledge. They are a small, highly driven team focused on top-notch engineering, operating within a flat structure that values initiative and direct contributions to their mission.

US

  • Lead a full cycle accounting close, producing timely and accurate monthly financial statements
  • Analyze financial reports and communicate results to founders
  • Serve as the point of contact for external auditors and tax preparers

Jobgether uses an AI-powered matching process. They ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Global

  • Copy, scan and store documents for projects.
  • Check for accuracy and edit files, like contracts, and update technical documents.
  • Manage documentation flow, maintain confidentiality, and prepare ad-hoc reports.

Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. They deliver outcomes that improve people’s lives by working with clients across real estate, infrastructure, energy and natural resources. They promote a healthy, productive and flexible working environment.

  • Manage Help Scout and Accounts Receivable processes from start to finish.
  • Execute invoicing processes with extreme precision, maintaining a 97% or higher billing accuracy rate.
  • Act as a diplomat for the brand, handling tense interpersonal situations with tact.

Prompt Therapy Solutions is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest-growing company in the space and the new standard in healthcare technology, they strive to attract top talent who share their vision and values.

US

  • Review searches and policies received to ensure compliance with order request guidelines.
  • Manage search invoices in system and check payments for workshare policies.
  • Assist with Attorney Title Certification Requests and requests for additional documents from vendors.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation.

$114,250–$162,750/yr
North America Unlimited PTO 12w maternity

  • Lead the preparation and review of federal and state income tax filings.
  • Manage quarterly and annual tax provision processes, including ASC 740 reporting and audit support.
  • Collaborate cross-functionally to assess the tax impact of business initiatives.

Upwork connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. They facilitate more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Upwork's culture is built on trust, risk-taking, customer focus, and excellence, all in service of their core mission: to create economic opportunities so people have better lives.

$62,000–$62,000/yr
US

  • Prepare and process intercompany invoicing.
  • Reconcile assigned bank accounts and support daily cash management activities.
  • Assist with month-end close activities, including accruals and balance sheet reconciliations.

Dungarvin is a provider of support services, focusing on respect, inclusion, and person-centered care. Since 1976, they have been dedicated to enhancing the quality of life for people with intellectual and developmental disabilities across 15 states; their team shares a commitment to making a real difference.

US 3w PTO

  • Lead and execute monthly and year-end close processes.
  • Manage revenue recognition for hardware, SaaS, and service contracts.
  • Oversee accounts receivable process and customer collections.

NavVis values collaboration, innovation, and growth. They are committed to fostering an inclusive and diverse workplace, thriving on the collective strength of their people from diverse backgrounds.

$880–$1,455/mo
Global

  • Create invoices, track payments, and record expenses.
  • Gather industry data and prepare reports.
  • Coordinate calendars and handle client communication.

Wing is redefining the future of work for companies worldwide as a one-stop shop for building world-class teams and automating operations. They foster an inclusive culture with opportunities for career growth in a fun, supportive environment.

$82,500–$110,000/yr
US

  • Process vendor invoices in Sage Intacct with accurate GL coding.
  • Route invoices through Zip (ZipHQ) for proper approval workflows.
  • Assist with vendor onboarding documentation and tax form collection.

Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering crypto products and services to individuals and institutions in over 70 countries. They aim to unlock financial, creative, and personal freedom by providing access to the decentralized future.

$80,000–$80,000/yr
US

  • Manage and guide staff accountants and bookkeepers.
  • Provide clients with insights into their financial health.
  • Utilize cloud-based accounting systems and web-based tools.

Revel CPA helps creative entrepreneurs and their businesses with business and taxes. The team focuses on being socially conscious, staying young-at-heart, and always learning while doing impeccable work.

US

  • Reviews incoming loans for TRID compliance and documentation.
  • Communicates deficiencies with internal and external customers.
  • Enters loan submission data to generate disclosures.

PRMG is a mortgage company that offers a range of mortgage products and services. They are committed to providing their employees with opportunities for growth and advancement.

US

  • Examine commercial invoices and IPAC transactions for legality, accuracy, and compliance with contractual requirements.
  • Input and track vouchers in the Phoenix accounting system.
  • Apply Prompt Payment Act provisions and track interest penalties.

OBXtek, headquartered in McLean, Virginia and founded in 2009, is a fast-growing leader in the government contracting field. Our mission is Our People…Our Reputation and our people are trained professionals who enhance our customers’ knowledge and innovation using technology, collaboration, and education.

US

  • Process biweekly US payroll in Workday
  • Ensure compliance with federal, state, and local regulations
  • Troubleshoot payroll errors and resolve discrepancies along with Sr Global Payroll Analyst

Whatnot is the largest live shopping platform in North America and Europe where you can buy, sell, and discover items. They blend community, shopping, and entertainment into a unique experience and have hubs in the US, UK, Germany, Ireland, Poland, and Australia.

  • Manage client relationships and oversee bookkeeping.
  • Optimize financial processes using tools like QuickBooks Online, Bill.com and Gusto.
  • Handle month-end close, accrual accounting, and complex reconciliations while ensuring accuracy.

Nimbl is a fast-growing cloud accounting firm. We manage client relationships, oversee bookkeeping, and optimize financial processes.

Canada 4w PTO

  • Accounts Payable duties, including coding and posting vendor invoices into Quickbooks Online.
  • Reconcile vendor statements, follow up on missing invoices and discrepancies, and assist with weekly payment runs.
  • Process credit card transactions, ensuring appropriate backup and GL coding.

Felix, founded in 2019, is a patient-driven digital healthcare company that puts you in control of your health and wellbeing. With strong venture partners, they are rapidly growing their team based in Toronto, and they are Canada's first end-to-end healthcare experience.

US

  • Streamlining and overseeing financial operations to improve accuracy and efficiency.
  • Ensuring timely accounting processes that contribute to the company's strategic objectives.
  • Leading a team and developing processes that enhance financial performance and compliance.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates and shares this shortlist with the hiring company.