Senior 1040 Tax Reviewer

KatzAbosch•Timonium, MD

3d•$90,000 - $110,000•Hybrid

About The Position

The Senior 1040 Tax Reviewer will serve as a key member of the firm’s established High Net Worth (HNW) 1040 group, responsible for reviewing, signing, and overseeing complex individual income tax returns prepared by staff. In addition to technical review responsibilities, this role includes training and developing junior preparers on the preparation of Form 1040 returns, helping to ensure consistency, accuracy, and adherence to firm standards. This role is designed for an experienced CPA or Enrolled Agent seeking a flexible schedule while continuing to contribute at a high technical level. This position plays a key role in both quality control and team development during peak tax seasons.

Requirements

Active CPA or Enrolled Agent (EA) license required
3+ years of experience in individual tax preparation and review (Form 1040 focus strongly preferred)
Strong understanding of federal and state individual income tax rules
Experience with tax preparation software (preferably CCH Axcess)
Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
Excellent communication and coaching skills
Ability to work independently and collaborate effectively with a hybrid team

Nice To Haves

Prior experience reviewing returns and/or supervising or training junior staff strongly preferred
Experience working with high-net-worth individuals and complex individual tax engagements preferred

Responsibilities

Review and sign individual (Form 1040) income tax returns prepared by staff
Prepare 1040 returns as needed, depending on workload and experience
Provide technical review of supporting documentation for accuracy, completeness, and compliance
Identify and resolve tax issues, missing information, IRS and state notices and planning opportunities
Ensure proper application of federal and state individual income tax laws
Train and mentor staff on the preparation of Form 1040 returns, including best practices and firm standards
Provide feedback to improve staff accuracy, efficiency, and technical development
Prepare and review amended tax returns and extensions as needed
Communicate with internal team members regarding open items and clarification requests
Maintain high standards for accuracy, documentation, and workflow efficiency
Support seasonal workload peaks and meet firm deadlines
Adhere to firm processes, checklists, and quality control procedures