Senior Individual Tax Preparer

About the role

A CPA firm is looking for a Senior Individual Tax Preparer to prepare and review moderately complex U.S. individual income-tax returns under the direction of the tax manager or preparer-in-charge. The role involves analyzing source documents, spotting planning or compliance issues for escalation, handling multi-state and investment-related items, and helping to coach junior preparers.

Key responsibilities

• Prepare and review individual federal and state income-tax returns
• Analyze prior-year returns, tax organizers, source documents and client correspondence
• Handle returns involving self-employment, rental real estate, investments, retirement distributions, K-1s, itemized deductions, estimated taxes and multi-state filing requirements
• Review Schedule C, Schedule E, Schedule D and Form 8949 transactions and common K-1 reporting
• Identify missing information, inconsistent data, possible duplicate deductions and unusual year-over-year changes
• Prepare concise issue lists and escalation notes for the reviewing CPA or tax manager
• Review associate-level work for completeness, accuracy and documentation quality, and respond to review notes
• Support extensions, estimates, amended-return data gathering and tax-organizer follow-up
• Maintain accurate workflow status across multiple returns and deadlines, following firm procedures for taxpayer data, e-file authorization, workpaper retention and quality control

Required profile

• 4-7 years of practical U.S. individual tax-preparation experience
• Strong experience preparing Form 1040 returns and related schedules
• Ability to analyze K-1s, brokerage statements, rental information and self-employment records
• Ability to review workpapers and identify errors or missing support
• Strong written and spoken English and the ability to work with U.S.-based reviewers
• Preferred: experience with high-net-worth returns, amended returns, extensions, foreign information, junior-preparer reviews, tax research tools, or prior experience in a U.S. CPA firm or tax outsourcing environment

Required skills

• Experience with at least one professional tax software platform
• Working knowledge of federal and state filing concepts, including multi-state situations
• Strong Excel or Google Sheets skills and strong documentation habits