Location Strategies Manager at Crowe advising clients on site selection and economic incentives. Supporting complex negotiations and collaboration with government stakeholders in the United States.
About the role
- Senior Tax Professional at Filed, reviewing and refining complex Form 1040 tax returns for high-net-worth clients. Collaborating with teams to ensure accuracy and continuous improvement in tax processes.
Responsibilities
- 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
Requirements
- 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
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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