Experienced Tax Reviewer tasked with reviewing complex individual tax returns at Filed, leveraging AI to enhance accuracy. Collaborating with teams for quality delivery and documenting errors.
Responsibilities
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)
Benefits
Individuals only — no agencies
Deliverables: complete, accurate, and ready-to-file returns
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