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Senior Tax Professional
role at
Filed .
We’re hiring experienced tax professionals to review and refine complex individual tax returns (Form 1040). This isn’t basic prep work—you’ll be working with high-net-worth clients who have intricate income structures, multiple entities, and multi-state or international considerations.
You’ll be the final set of eyes before returns go out the door, ensuring accuracy, completeness, and optimization. If you love solving complex tax puzzles and thrive in a fast, tech-enabled environment, this role is for you.
What You’ll Be Responsible For
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
What We’re Looking For
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)
CPA or EA preferred (or equivalent experience)
Availability during standard business hours
Compensation Range: $85K - $100K
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Software Development and Accounting
#J-18808-Ljbffr
Senior Tax Professional
role at
Filed .
We’re hiring experienced tax professionals to review and refine complex individual tax returns (Form 1040). This isn’t basic prep work—you’ll be working with high-net-worth clients who have intricate income structures, multiple entities, and multi-state or international considerations.
You’ll be the final set of eyes before returns go out the door, ensuring accuracy, completeness, and optimization. If you love solving complex tax puzzles and thrive in a fast, tech-enabled environment, this role is for you.
What You’ll Be Responsible For
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
What We’re Looking For
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)
CPA or EA preferred (or equivalent experience)
Availability during standard business hours
Compensation Range: $85K - $100K
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Software Development and Accounting
#J-18808-Ljbffr