Tax Manager

Position:1040

Tax Manager

Location:

9690

Deereco Rd. Timonium, MD 21093

Department:

Tax

Work Arrangement:

This is a permanent, year-roundpositionstructured at approximately 80% full-time equivalency.

This role is remote, with occasional in-person attendancerequiredfor meetings and other business needs.

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

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 Katz Abosch, 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.

Ifyou’relooking for a workplace that values growth, innovation, and commitment, Katz Abosch is the place for you.

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 anexperiencedCPA 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.

• 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 andstateindividual 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 reviewamendedtaxreturns and extensions as needed

• Communicate with internal team membersregardingopen 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

• 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 engagementspreferred

• 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

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 a401(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.