• Review and edit advanced 1040 returns using Filed’s AI-supported workflow
• Identify errors, inconsistencies, and planning opportunities
• Provide concise, actionable feedback and corrections
• Collaborate with our internal tax and operations teams to ensure smooth, high-quality delivery
• Document what the system got wrong

Requirements

Extensive experience reviewing or preparing complex individual returns (Form 1040)
Strong background with high net worth individuals and intricate profiles (K-1s, stock options, trusts, multi-state filings, passive activity limitations)
Ability to interpret complex returns, spot issues, and communicate clearly
Comfortable working in a tech-enabled environment (familiarity with AI tools a plus)
Proficiency with one or more major tax software platforms (Axcess, UltraTax, ProConnect, or Drake)
CPA or EA preferred, though strong experience may substitute
Availability during daytime hours (most clients operate during standard business hours)

🔍 ATS Optimization Keywords
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Hard Skills

reviewing complex individual returns
preparing Form 1040
interpreting complex returns
spotting issues
providing feedback
documenting errors
high net worth individual tax preparation
multi-state filings
passive activity limitations
K-1s

Soft Skills

communication
collaboration
attention to detail
problem-solving
actionable feedback

Certifications & Qualifications

Experienced Tax Reviewer, Contract

Corporate Tax Analyst