Senior Tax Professional at Filed, reviewing and refining complex Form 1040 tax returns for high-net-worth clients. Collaborating with teams to ensure accuracy and continuous improvement in tax processes.
Responsibilities
Reviewing and editing advanced 1040 returns using Filed’s AI-supported workflow
Identifying errors, inconsistencies, and planning opportunities
Providing concise, actionable feedback and corrections
Collaborating with internal tax and operations teams to ensure smooth, high-quality delivery
Documenting system errors and contributing to continuous product improvement
Requirements
Extensive experience reviewing or preparing complex Form 1040 returns
Strong background with high-net-worth individuals and complex profiles (K-1s, stock options, trusts, multi-state filings, passive activity limitations)
Ability to interpret complex returns, spot issues, and communicate clearly
Comfort working in a tech-enabled environment (AI familiarity a plus)
Proficiency with major tax software platforms (Axcess, UltraTax, ProConnect, or Drake)
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