What are the responsibilities and job description for the Senior Tax Specialist (Individual/1040 Focus) position at C2 Private Wealth?
About The Role
We are seeking a highly experienced tax professional to review individual income tax returns (IRS Form 1040). This is a hands-on, individual contributor role focused on technical excellence, quality control, and client service.
This position is well-suited for someone who enjoys in-depth tax work and collaboration, without the expectation of managing large teams or pursuing a partner track.
Responsibilities
To apply, email us using the form below with your resume and a short introduction. Please use the subject line: Client Service Associate Application.
We are seeking a highly experienced tax professional to review individual income tax returns (IRS Form 1040). This is a hands-on, individual contributor role focused on technical excellence, quality control, and client service.
This position is well-suited for someone who enjoys in-depth tax work and collaboration, without the expectation of managing large teams or pursuing a partner track.
Responsibilities
- Review individual income tax returns (Form 1040), including complex filings with investments, multi-state issues, and pass-through entities
- Identify errors, risks, and tax-saving opportunities
- Provide clear, actionable feedback to preparers to improve overall return quality
- Communicate directly with clients to resolve questions and explain tax positions
- Contribute to individual tax planning and advisory discussions
- Maintain organized workflow and meet deadlines during peak season
- Utilize CCH Axcess and related tools to ensure accuracy and efficiency
- 5 years of public accounting experience with a strong focus on individual taxation
- Demonstrated experience reviewing (not just preparing) Form 1040 returns
- Experience with complex individual returns (investments, K-1s, multi-state, etc.)
- Strong attention to detail and organizational skills
- Ability to communicate clearly with both staff and clients
- Comfort with tax software and technology (CCH Axcess experience preferred)
- CPA, EA, or similar credential
- Experience with tax planning and financial advisory concepts
- Busy Season (Jan–April): Significant overtime expected
- Off-Season: Reduced hours and flexibility
- Full-Time: $75,000 – $100,000 annually
- Seasonal Contract (Jan–May): $40 – $70/hour
- Compensation will vary based on experience, technical expertise, and review background.
- Simple IRA
- Health, dental, and vision insurance
- Flexible engagement options (full-time or seasonal)
- Collaborative, low-bureaucracy environment
- Direct client interaction and meaningful technical work
- Clear focus on individual contributor responsibilities
- Competitive compensation aligned with experience
- Improved work-life balance outside of peak season
To apply, email us using the form below with your resume and a short introduction. Please use the subject line: Client Service Associate Application.
Salary : $75,000 - $100,000