Senior Accountant, Individual Tax (1040) Review
Overview
Own the full-cycle review of complex individual income tax returns (Form 1040) at a growing CPA firm in Novi, MI. You will manage a portfolio with high-net-worth individuals, trusts, and pass-through entities, ensuring technical accuracy and surfacing tax-saving opportunities. Collaborate with a team of preparers and advisors to deliver year-round planning. This role offers a hands-on individual contributor path with direct client interaction and no partner-track expectations.
What You'll Do7
- 1Review complex Form 1040 returns including investments, K-1s, multi-state, and pass-through entities, catching errors and planning opportunities.
- 2Provide clear feedback to preparers, improving return quality and team technical skill.
- 3Communicate directly with clients to resolve questions and explain tax positions.
- 4Contribute to tax planning discussions with the wealth management partner firm.
- 5Maintain organized workflow and meet deadlines during busy season (Jan-Apr).
- 6Use CCH Axcess and related tools to ensure accuracy and efficiency in the review process.
- 7Drive your own schedule with significant overtime in busy season and reduced hours off-season.
Requirements9
- 15+ years of public accounting experience with a strong focus on individual taxation.
- 2Demonstrated experience reviewing not just preparing Form 1040 returns.
- 3Deep understanding of complex individual returns (investments, K-1s, multi-state).
- 4Strong attention to detail and organizational skills, with the ability to manage multiple deadlines.
- 5Clear written and verbal communication with staff and clients.
- 6Comfort with tax software and technology; CCH Axcess experience preferred.
- 7CPA or EA license preferred.
- 8Bachelor's degree in accounting or related field required.
- 9Ability to commute to Novi, MI for onsite work.
Salary Insight
$75 - $100k per year
Location
Required Skills
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