Individual Tax Professional (CPA / EA)

What You'll Do10

• Prepare, review, and work through complex individual returns using federal rules plus New York and/or California state rules.
• Check tax analyses, calculations, and positions for accuracy, then correct what falls short.
• Write clear, structured explanations that show how you reached each conclusion.
• Work through scenarios for tech staff holding ISOs and company tender offers, including AMT planning.
• Handle cases for W-2 filers who own a primary home and several rental properties.
• Address finance professionals with K-1 stakes across real estate, private equity, and fund of funds.
• Review situations for retirees drawing RMDs while earning consulting income on the side.
• Evaluate returns for high earners using backdoor Roth IRA contributions, a maxed HSA, and a part-year move from New York to California.
• Assess business owners who report income on Schedule C or through a K-1.
• Flag gaps or errors in an AI system's tax reasoning and document what the correct treatment should be.

Requirements5

• 3 to 8 years of hands-on work preparing complex Form 1040 returns, either in a current role or a recent one.
• Experience at the Senior Associate through Manager level in individual tax compliance.
• Solid command of federal individual returns along with New York and/or California state returns.
• Sharp attention to detail when reviewing numbers and positions.
• Clear writing that lays out tax reasoning in a structured way.

Preferred Qualifications3

• CPA or Enrolled Agent (EA) credential.
• Private client or individual tax experience at a Big 4, national, or strong regional firm.
• Background with equity compensation (ISOs, RSUs), AMT, partnership K-1s, rental properties, or multi-state residency.

Who Should Apply

Tax professionals with 3 to 8 years of complex 1040 work who want to apply that knowledge to AI evaluation. Ideal candidates bring state return depth in New York or California and have handled equity comp, K-1s, rentals, or dual residency. A CPA or EA credential helps.

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