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Filed

Senior Tax Professional

Filed, New York, New York, us, 10261

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Senior Tax Professional

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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

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