Tax Manager leading a team in a nationally ranked CPA and advisory firm. Involved in developing tax strategies and consulting services for clients in fast - growing industries.
About the role
- Review and edit advanced 1040 returns using Filed’s AI-supported workflow
- Identify errors, inconsistencies, and planning opportunities
- Provide concise, actionable feedback and corrections
- Collaborate with our internal tax and operations teams to ensure smooth, high-quality delivery
- Document what the system got wrong
Requirements
- Extensive experience reviewing or preparing complex individual returns (Form 1040)
- Strong background with high net worth individuals and intricate profiles (K-1s, stock options, trusts, multi-state filings, passive activity limitations)
- Ability to interpret complex returns, spot issues, and communicate clearly
- Comfortable working in a tech-enabled environment (familiarity with AI tools a plus)
- Proficiency with one or more major tax software platforms (Axcess, UltraTax, ProConnect, or Drake)
- CPA or EA preferred, though strong experience may substitute
- Availability during daytime hours (most clients operate during standard business hours)
Benefits
- Individuals only — no agencies
- Deliverables: complete, accurate, and ready-to-file returns
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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