Hybrid
Tax Manager
Posted on 25 June 26 by Jennifer Baldwin
- Allen, TX
- $80000 - $90000
Powered by Tracker
Job Description
Seeking an experienced Individual Tax Manager / Senior 1040 Tax Preparer to join our Allen, TX team. This person responsible for preparing, reviewing, and signing individual tax returns, including more complex 1040s involving Schedule C, Schedule E, K-1s, rental property, and foreign income reporting.
This is an excellent opportunity for an experienced CPA or tax professional who enjoys client interaction, wants meaningful responsibility, and is looking for a calmer, more balanced environment than a traditional public accounting grind.
The ideal candidate has strong technical tax experience, loves working with people, and can operate independently while also helping coach and support other preparers.
Key Responsibilities
- Prepare and review individual tax returns, primarily Forms 1040
- Handle returns involving Schedule C, Schedule E, rental property, and K-1 income
- Work with partnership and S-Corp K-1s
- Assist with foreign income recognition and related reporting, including FBAR/Form 114
- Interact directly with clients in a professional, service-oriented manner
- Review work prepared by other tax preparers
- Coach, encourage, and support junior or less experienced preparers
- Return completed tax filings to clients and sign returns as appropriate
- Collaborate with the owner and team to ensure clients are assigned to the right tax professional
- Maintain high standards of accuracy, responsiveness, and client care
- Contribute to a positive, team-oriented culture
What We’re Looking For
Required Qualifications
- CPA or seasoned tax professional with strong individual tax experience
- At least 5 years of tax experience
- At least 5 completed tax seasons preparing personal 1040 returns
- Strong experience with:
- Individual 1040 tax returns
- Schedule C
- Schedule E
- Rental property tax matters
- Partnership and S-Corp K-1s
- Foreign income recognition
- FBAR/Form 114 reporting
- Ability to work independently and manage client interactions
- Strong communication skills
- High attention to detail
- A genuine love for serving people and building client relationships
Preferred Background
- Experience in a private CPA firm or regional/local public accounting firm
- Big 4 or larger firm experience with a desire for a more balanced, people-centered environment
- Prior experience reviewing returns or coaching preparers
- Interest in growing into a larger leadership role over time
Schedule
This role offers a unique annual schedule with heavier hours during tax season and significantly lighter periods during the rest of the year.
Estimated annual workload is approximately 1,300–1,400 hours per year, making this a strong fit for someone who wants meaningful professional work without year-round heavy overtime.