U.S. Tax Reviewer
About the job
- A bachelor's degree in Commerce, Accounting, or Finance and 4-6 years of experience in U.S. taxation.
- Hands-on experience preparing and/or reviewing 1040, 1041, 1065, and 1120/1120S tax returns.
- Strong knowledge of U.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.
- The ability to mentor team members, manage workloads, and collaborate with stakeholders.
- Excellent communication, organizational, and time-management skills, plus proficiency with Microsoft Office.
- Review federal and state income tax returns for individuals, estates and trusts, partnerships, and corporations.
- Ensure accuracy, completeness, and compliance with current U.S. tax laws, regulations, and filing requirements.
- Identify and resolve complex tax issues involving individual, partnership, trust, and corporate taxation.
- Provide technical guidance and support to tax preparers on complex tax matters.
- Conduct induction and ongoing training sessions covering tax legislation, software applications, and process improvements.
- Assign daily tasks to preparers and reviewers and monitor progress to ensure timely completion of deliverables.
- 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.
- Review client comments, incorporate feedback, and ensure timely resubmission of revised returns.
- Coordinate with stakeholders to obtain necessary information and resolve tax-related queries.
- Contribute to departmental and organizational projects as required.
- Adapt to changes in client processes, tax regulations, and software platforms and communicate updates to the team.
- Adhere to organizational policies, procedures, and quality standards.
- Ensure compliance with information security requirements, data privacy guidelines, and regulatory obligations.
- Maintain quality through thorough review and documentation practices.
- Mentor, coach, and train team members to strengthen technical expertise and professional skills.
- Foster a collaborative, high-performance work environment focused on continuous learning and development.
- Knowledge of SPBinder.
- CA, CPA, EA, B.Com, or M.Com qualification.
About the company
Thomson Reuters provides intelligent information and professional services for law, tax, finance, and media. It serves law firms, corporations, government agencies, and financial institutions with platforms like legal research (Westlaw), tax software (UltraTax CS), financial market data, and news services. These products are accessed through subscription-based platforms, ensuring ongoing updates and a steady revenue stream. The company also monetizes through advertising on media platforms and data analytics sales. It distinguishes itself by offering a broad, integrated suite of industry-specific tools combined with AI, cognitive computing, and machine learning to improve accuracy, efficiency, and predictive analytics in research and data insights. Its goal is to be a trusted partner that helps professionals make informed decisions by delivering reliable information and decision-ready tools while pursuing responsible, values-driven initiatives.
Company Size
10,001+
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
1851
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Simplify's Take
What believers are saying
- Q2 2026 lifted full-year revenue growth outlook to 8%, with Big 3 at 9.5%-10%.
- September 15 Suralink integration deepens CoCounsel audit workflows across accounting firms.
- February 10 Noetica acquisition expands AI-native transaction intelligence for corporate deal teams.
What critics are saying
- September 2 C-Track breach exposed sealed court records across 24 court bodies.
- July 13 engineering layoffs and 500-role cuts expose AI transition pressure inside operations.
- A post-breach court exodus would cripple C-Track and tarnish Thomson Reuters' trust moat.
What makes Thomson Reuters unique
- Reuters newsroom, Westlaw, and ONESOURCE create proprietary data depth competitors cannot easily replicate.
- Thomson LLM powers CoCounsel, giving defensible AI workflows tuned for regulated professionals.
- KKR print joint venture lets Thomson Reuters concentrate on higher-growth core segments.
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Benefits
Hybrid Work Options
Flexible Work Hours
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Sabbatical Leave
401(k) Company Match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Employee Stock Purchase Plan
Tuition Reimbursement
Mental Health Support
Social Impact
Company News
Hannah Rogers appointed Commercial Director at Thomson Reuters. By Imran Malik | Media Industry & Business Desk | MediaBites.com.pk | SharjahNews.ae Geographic Reference Hannah Rogers has been appointed Commercial Director at Thomson Reuters working across the Reuters Events and Insights Pharmaceutical Portfolio based in London after nearly four years at InternetRetailing and RetailX. Hannah Rogers has taken up a new and significant role as Commercial Director at Thomson Reuters, one of the world's most respected and most influential media and information companies. Based in the London Area, Rogers will be working across the Reuters Events and Insights Pharmaceutical Portfolio - a specialist and strategically important division of one of the most recognized names in global journalism and business intelligence. From InternetRetailing to Thomson Reuters. Rogers joins Thomson Reuters after nearly four years at InternetRetailing and RetailX, where she built a comprehensive commercial leadership career spanning three distinct roles. She served as Business Development Manager from November 2022 to August 2024, before being promoted to Account Director from August 2024 to August 2025, and subsequently to Group Account Director from August 2025 to September 2026 - a tenure that demonstrated consistent commercial growth and client leadership across the London market. Parallel to her InternetRetailing journey she also served as Group Account Director at RetailX from November 2022 to September 2026, deepening her expertise in retail strategy, digital commerce and media commercial operations across nearly four years. A career built on strategy and commercial leadership. Before her years at InternetRetailing and RetailX, Rogers built her commercial foundation at Strategy Insights, where she served as Strategic Development Manager for Marketing UK from January 2022 to October 2022 and as Strategy Development Executive from May 2021 to February 2022 - based at the prestigious Fleet Street address that carries its own resonance in British journalism and media history. Her earlier career included a role as Recruitment Officer at Home Instead UK in Bedford from September 2020 to May 2021, where she developed her people and stakeholder management skills. Education - First Class with distinction. Rogers brings strong academic credentials to her new role. She holds a degree in Political Science, International Relations and Affairs from the University of York, graduating with a First Class degree with distinction - one of the most competitive classifications in the British university system. She also completed a Study Abroad program at the University of Pennsylvania from July 2018 to May 2019, graduating with a perfect 4.0 GPA - adding an American Ivy League dimension to an already impressive academic profile. Political science and international relations, as foundational disciplines, are a natural fit for a commercial career at a global information and news organization like Thomson Reuters, whose work sits at the intersection of journalism, business intelligence, and global affairs. Congratulations from MediaBites and SharjahNews. Team MediaBites.com.pk and SharjahNews.ae extend warmest congratulations to Hannah Rogers on her appointment as Commercial Director at Thomson Reuters. A First Class degree from York. A 4.0 GPA from Penn. Four years of progressive commercial leadership at InternetRetailing and RetailX. And now a Commercial Director role at one of the world's most important media and information companies. This is a career built with consistency, ambition, and genuine expertise. Congratulations Hannah. Thomson Reuters is in excellent hands. - Imran Malik | Media Industry and Business Desk | MediaBites.com.pk | SharjahNews.ae Source: LinkedIn announcement Geographic Reference
Thomson Reuters MENA names Mohammad A as Senior Director, Market Lead. Thomson Reuters has appointed Mohammad A as Senior Director, Market Lead, MENA, adding regional leadership responsibility across its Middle East and North Africa operations. In the role, Mohammad will oversee market activities across sales, pre-sales, and strategic account management teams in the region. The position also covers broader commercial responsibilities, including customer acquisition, retention, account growth, and coordination of go-to-market activities. The appointment comes as Thomson Reuters continues to develop its presence across the MENA market, where the company provides legal, tax and accounting, risk and compliance, and other professional information and technology solutions. Its regional portfolio includes products such as Westlaw Middle East, Practical Law Global, CoCounsel, and ONESOURCE solutions. The Senior Director, Market Lead role is structured around managing the full commercial lifecycle within the region, from lead generation and sales through customer onboarding, retention, and account expansion. It also involves working with cross-functional teams and using market insights to inform business and product strategies. The move places Mohammad within Thomson Reuters' wider regional leadership structure. Adrian Fognini, Head of International, oversees operations across Latin America, Canada, and Asia and Emerging Markets, including strategic growth and business development across international markets. For the MENA market, the appointment reflects the increasing importance of dedicated regional leadership as enterprise technology providers manage different customer requirements, regulatory environments, and commercial priorities across Middle Eastern markets. Mohammad's new position will bring together market strategy, customer relationships, sales leadership, and cross-functional execution as Thomson Reuters continues to manage its regional business across professional services and technology markets.
Thomson Reuters and Suralink partner to connect client collaboration with ai-powered audit workflows. New integrations will help firms move seamlessly from client requests to engagement execution and AI-powered analysis TORONTO, September 15 - Thomson Reuters (TSX/Nasdaq: TRI), a global content and technology company, and Suralink, the agentic platform for accounting firms and their clients, today announced a partnership to integrate Suralink with Thomson Reuters CoCounsel Tax, Audit & Accounting and Engagement Manager. The new integrations are designed to help audit firms connect client collaboration, engagement management, and AI-powered workflows in a more seamless experience, reducing friction between systems and enabling audit professionals to move from client requests to analysis and execution with greater speed and confidence. As firms increasingly adopt AI and agentic technologies, disconnected workflows remain a significant challenge. Critical client information is often exchanged in one system, managed in another, and analyzed in a third, creating manual handoffs, duplicated effort, and lost context. Thomson Reuters and Suralink are working to eliminate those barriers by creating a more connected flow of information across the audit lifecycle. The partnership supports Thomson Reuters broader strategy to build a connected professional ecosystem that combines trusted content, workflow technology, and AI with leading platforms firms already rely on every day. The goal is to help firms operate from a connected platform rather than a collection of disconnected tools. Suralink is used by 800,000 users globally and serves 60% of the top 200 accounting firms. Thomson Reuters customers have increasingly requested deeper connectivity between Suralink and the platforms their teams use to manage engagements, analyze information, and deliver client work. Through the planned integration with Engagement Manager, Suralink's client collaboration and document exchange will be supported directly within Thomson Reuters workflow and binder environments. A separate integration with CoCounsel Tax, Audit & Accounting will bring client-provided information into AI-powered workflows, letting audit professionals use Suralink-collected data without manually moving documents, connecting client collaboration to analysis and engagement. "This partnership reflects where we see the future of tax and audit heading: a connected ecosystem where the tools professionals already trust for client collaboration, engagement management and AI-powered analysis work together, instead of in isolation," said David Ragones, Head of Product - Direct Tax & Audit, Thomson Reuters. "Bringing Suralink into CoCounsel Tax, Audit & Accounting and Engagement Manager is one important step in that direction, but it's really about a larger commitment we're making across CoCounsel, where every integration, every workflow, every agent we build is designed to give firms a connected platform they can run their entire practice on, not just a faster way to do one task." "AI is only as effective as the information available to it," said Evan Fitzpatrick, CEO, Suralink. "Suralink has become the trusted environment where firms and clients securely collaborate and exchange information, and this partnership extends the value of that information into engagement and AI-powered workflows. Together with Thomson Reuters, we're helping firms unlock more value from their data and create a more connected experience across the accounting lifecycle." Thomson Reuters will continue to expand integrations with leading workflow solutions across audit, tax and advisory as part of its broader connected ecosystem strategy. About Thomson Reuters. Thomson Reuters (Nasdaq/TSX: TRI) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, audit, accounting, compliance, government, and media. Its 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. For more information, visit thomsonreuters.com. About Suralink. Suralink is the agentic automation platform for accounting professionals and their clients, leading the global charge in AI-driven accounting technology. Dedicated to helping professionals and their clients unify the Request-to-Review process, Suralink provides a secure, centralized environment that replaces manual friction with intelligent flow. Suralink's mission is to empower the people it serves to redefine the meaning of efficiency in the accounting technology industry. Media Contact Vanessa Viegas Manager, AI & Innovation Communications [email protected]
/PRNewswire/ -- Thomson Reuters (TSX/Nasdaq: TRI) announced today the pricing of a U.S. public offering by its subsidiary, TR Finance LLC, of (i)...
Medius has integrated Thomson Reuters ONESOURCE indirect tax determination into its accounts payable automation platform, enabling businesses to verify US sales and use tax on invoices before they post to ERP systems. The integration automatically recalculates vendor-charged tax against Thomson Reuters' determination engine, flagging overcharges and undercharges during the approval workflow. The solution addresses challenges finance teams face across thousands of US tax jurisdictions, where incorrect vendor-charged tax can lead to overpayment or missed use-tax obligations. Each invoice is verified line by line and jurisdiction by jurisdiction against current tax rates. The tax integration forms part of a broader partnership between Medius and Thomson Reuters that includes e-invoicing and compliance through ONESOURCE Pagero. The companies have nearly 200 mutual customers since partnering in 2021. Medius plans additional tax-engine partner integrations following this initial Thomson Reuters launch.