1040 Tax Manager

Posted 2 Days Ago
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Timonium, MD, USA
In-Office
100K-115K Annually
Senior level
Professional Services • Consulting • Financial Services
The Role
Serve as a senior 1040 Tax Manager for a High Net Worth group: review and sign complex individual returns, prepare returns as needed, provide technical review, resolve tax issues, train and mentor junior staff, ensure compliance with federal and state tax law, support peak-season workload, and maintain quality control and firm standards.
Summary Generated by Built In

Position:1040 Tax Manager 

Location: 9690 Deereco Rd. Timonium, MD 21093  

Department: Tax  

Work Arrangement: This is a permanent, year-round position structured at approximately 80% full-time equivalency.  This role is remote, with occasional in-person attendance required for meetings and other business needs. 

Salary Range: $100,000 - $115,000 annually, based on experience and qualifications

Why Join KatzAbosch?  

Are you ready to drive the growth of a dynamic financial services firm? Do you value work-life balance and crave flexibility in your career? At KatzAbosch, we help our clients and employees create, grow, and protect their success. As a premier Maryland accounting firm, we provide top-tier accounting, tax, financial, and management consulting services.  

If you’re looking for a workplace that values growth, innovation, and commitment, KatzAbosch is the place for you.  

Your Role and Impact  

The 1040 Tax Manager will serve as a key member of the firm’s established High Net Worth (HNW) 1040 group, responsible for reviewing, signing, and overseeing complex individual income tax returns prepared by staff. In addition to technical review responsibilities, this role includes training and developing junior preparers on the preparation of Form 1040 returns, helping to ensure consistency, accuracy, and adherence to firm standards.  

This role is designed for an experienced CPA or Enrolled Agent seeking a flexible schedule while continuing to contribute at a high technical level.   

This position plays a key role in both quality control and team development during peak tax seasons.  

Your responsibilities will include:  

  • Review and sign individual (Form 1040) income tax returns prepared by staff   

  • Prepare 1040 returns as needed, depending on workload and experience   

  • Provide technical review of supporting documentation for accuracy, completeness, and compliance   

  • Identify and resolve tax issues, missing information, IRS and state notices and planning opportunities   

  • Ensure proper application of federal and state individual income tax laws   

  • Train and mentor staff on the preparation of Form 1040 returns, including best practices and firm standards   

  • Provide feedback to improve staff accuracy, efficiency, and technical development   

  • Prepare and review amended tax returns and extensions as needed   

  • Communicate with internal team members regarding open items and clarification requests   

  • Maintain high standards for accuracy, documentation, and workflow efficiency   

  • Support seasonal workload peaks and meet firm deadlines   

  • Adhere to firm processes, checklists, and quality control procedures  

What You Bring to the Table  

  • Active CPA or Enrolled Agent (EA) license required  

  • 5+ years of experience in individual tax preparation and review (Form 1040 focus strongly preferred)   

  • Prior experience reviewing returns and/or supervising or training junior staff strongly preferred   

  • Strong understanding of federal and state individual income tax rules   

  • Experience working with high-net-worth individuals and complex individual tax engagements preferred  

  • Experience with tax preparation software (preferably CCH Axcess)   

  • Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment   

  • Excellent communication and coaching skills   

  • Ability to work independently and collaborate effectively with a hybrid team  

What We Offer  

We prioritize the success and well-being of our employees by offering a comprehensive benefits package designed to support both personal and professional growth. This includes a competitive salary and performance-based bonuses, along with health, dental, and vision insurance. Employees also benefit from a 401(k) retirement plan with company matching, generous PTO, and paid holidays. Additionally, we provide short-term disability (STD) and long-term disability (LTD) coverage, paid parental leave, and life insurance. With a strong focus on professional development, we offer ample opportunities for growth in a dynamic and inclusive workplace where your ideas are valued.  

Ready to Elevate Your Career?  

If you're excited about this opportunity, we want to hear from you! Apply today! Applications are reviewed on a rolling basis, don’t miss your chance to be part of something great.  

Join KatzAbosch and take your career to new heights!  

Skills Required

  • Active CPA or Enrolled Agent (EA) license
  • 5+ years of experience in individual tax preparation and review (Form 1040 focus)
  • Prior experience reviewing returns and/or supervising or training junior staff
  • Strong understanding of federal and state individual income tax rules
  • Experience working with high-net-worth individuals and complex individual tax engagements
  • Experience with tax preparation software (preferably CCH Axcess)
  • Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
  • Excellent communication and coaching skills
  • Ability to work independently and collaborate effectively with a hybrid team
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The Company
84 Employees
Year Founded: 1969

What We Do

KatzAbosch is a premier Maryland-based Certified Public Accounting (CPA) and consulting firm serving the mid-Atlantic region. The firm provides top-tier audit, tax, accounting, and management consulting services to help clients optimize taxes, enhance financial reporting, and maintain compliance. Committed to helping clients create, grow, and protect their success, they have extensive experience serving government contractors, construction companies, and non-profit organizations.

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