Individual Tax Manager / Senior 1040 Tax Preparer

Position Summary

The client is seeking an experienced Individual Tax Manager / Senior 1040 Tax Preparer to join their Allen, TX team. This person will prepare, review, and sign individual tax returns, including more complex 1040s involving Schedule C, Schedule E, K-1s, rental property, and foreign income reporting. The role requires strong technical tax experience, client interaction skills, and the ability to coach and support other preparers.

Key Responsibilities

• Prepare and review individual tax returns, primarily Forms 1040
• Handle returns involving Schedule C, Schedule E, rental property, and K-1 income
• Work with partnership and S-Corp K-1s
• Aid with foreign income recognition and related reporting, including FBAR/Form 114
• Interact directly with clients in a professional, service-oriented manner
• Coach, encourage, and support junior or less experienced preparers
• Return completed tax filings to clients and sign returns as appropriate
• Collaborate with the owner and team to ensure clients are assigned to the right tax professional
• Maintain high standards of accuracy, responsiveness, and client care
• Contribute to a positive, team-oriented culture

Required Qualifications

• Active CPA license in the state of Texas
• A minimum of 5 years of tax experience with at least 2 years as a CPA
• At least 5 completed tax seasons preparing personal 1040 returns
• Strong experience with:
• Individual 1040 tax returns
• Schedule C
• Schedule E
• Rental property tax matters
• Partnership and S-Corp K-1s
• Foreign income recognition
• FBAR/Form 114 reporting
• Very strong technical skills with heavy experience in the following applications:
• Intuit QuickBooks Online
• Intuit ProConnect
• MO 365 Teams, Outlook, and Excel
• The ability to access and engage in online application training academies
• The ability to work independently and manage client interactions via in-person appointments, email, and telephone
• Strong communication skills including relaying empathy and self-awareness, as well as technical intelligence, when communicating in-person, through email, or over the telephone
• A high attention to detail
• A genuine love for serving people and building client relationships