Senior Tax Specialist (Individual/1040 Focus)

Responsibilities

• Review individual income tax returns (Form 1040), including complex filings with investments, multi-state issues, and pass-through entities
• Identify errors, risks, and tax-saving opportunities
• Provide clear, actionable feedback to preparers to improve overall return quality
• Communicate directly with clients to resolve questions and explain tax positions
• Contribute to individual tax planning and advisory discussions
• Maintain organized workflow and meet deadlines during peak season
• Utilize CCH Axcess and related tools to ensure accuracy and efficiency

Required Qualifications

• 5+ years of public accounting experience with a strong focus on individual taxation
• Demonstrated experience reviewing (not just preparing) Form 1040 returns
• Experience with complex individual returns (investments, K-1s, multi-state, etc.)
• Strong attention to detail and organizational skills
• Ability to communicate clearly with both staff and clients
• Comfort with tax software and technology (CCH Axcess experience preferred)

Preferred Qualifications

• CPA, EA, or similar credential
• Experience with tax planning and financial advisory concepts

Pay

Full-Time: $75,000 – $100,000 annually
Seasonal Contract (Jan–May): $40 – $70/hour

Schedule

Busy Season (Jan–April): Significant overtime expected
Off-Season: Reduced hours and flexibility