Seasonal Tax Delivery Senior, Individual Tax Services (Global Employer)

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Posted Oct 15, 2026

Remote · US Temporary

$74.9K – $153K/yr

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Overview

Seasonal opportunity expected for Spring 2027 (January–April) or another mutually agreeable period. Extensions may be available upon mutual agreement. Remote opportunities are available.

This role is designed for an experienced tax professional who can quickly assume responsibility for complex client deliverables, manage competing deadlines, and support high-quality outcomes during peak season.

Recruiting for this role will end on January 31, 2027.

Responsibilities

Prepare and review complex federal, state, and local individual tax returns and related workpapers.
Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates.
Prepare and review applicable tax forms, including Forms 1040, 709, 706, 1041, and related state filings, as applicable.
Analyze complex tax issues involving gifts, trusts, estate and wealth transfer matters, investments, pass-through entities, and multistate considerations.
Perform detailed technical reviews to identify errors, missing information, inconsistencies, and opportunities for improved tax outcomes.
Research tax questions and document conclusions using appropriate technical resources.
Prepare clear client deliverables, including supporting schedules, tax projections, estimates, and correspondence.
Work directly with clients and their advisors to obtain information, clarify tax matters, and resolve open items.
Coordinate with specialists in areas such as gift and estate tax, international tax, state and local tax, and investment taxation when needed.
Manage assigned workstreams, monitor deadlines, escalate issues early, and maintain accurate engagement status.
Contribute to process improvements, tax technology adoption, and consistent delivery across engagements.
Review work prepared by less-experienced professionals and provide clear, timely feedback focused on technical quality.

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Qualifications

Required

Bachelor’s degree in Accounting, Finance, Business Administration, or another relevant field.
3+ years of progressive experience in individual tax compliance, including preparation and review of complex tax returns.
Experience supporting high-net-worth individuals, families, trusts, estates, or private clients.
Strong technical knowledge of individual taxation, with experience preparing or reviewing complex Forms 1040 and related filings.
Exposure to gift, estate, trust, wealth transfer, investment, or multistate tax matters.
Demonstrated ability to research tax issues, prepare supporting workpapers, identify technical issues, and document conclusions.
Proven experience managing multiple tax engagements, deadlines, and client information requests.
Ability to communicate tax matters clearly with clients, advisors, and engagement professionals.
Ability to travel up to 5%, on average, based on the work performed and the clients and industries/sectors served.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
One of the following active accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in the state of practice/primary office, if eligible to sit for the CPA.
- If not CPA eligible: Licensed Attorney.
- If not CPA eligible: Enrolled Agent.

Preferred

Master’s degree or equivalent in a related field.
Strong attention to detail and commitment to accurate, high-quality tax deliverables.
Experience preparing or reviewing gift, estate, or fiduciary income tax returns.
Experience with Forms 709, 706, or 1041.
Experience serving high-net-worth individuals, families, trusts, estates, or private clients.
Experience with tax projections, estimated tax calculations, or multistate individual tax filings.
Proficiency with Excel and PowerPoint.
Experience with CCH tax technology, tax workflow tools, or similar tax software.
Experience reviewing work and providing technical feedback to less-experienced professionals.