Role & responsibilities :

- Review and analyze U.S. individual tax returns (Form 1040, 1040-NR, and 1040-SR), prepared for CPA firm clients, ensuring accuracy, completeness, and compliance with U.S. federal and applicable state tax laws.

- Act as a reviewer and quality-control extension of U.S.-based CPA firms, adhering to firm-specific review checklists, documentation standards, and engagement protocols.

- Identify, document, and resolve discrepancies in tax returns and supporting workpapers in coordination with U.S. CPA firm reviewers and managers.

- Maintain accurate records of review findings, recommendations, and communications with clients.

- Minimum of 4-5 years of experience in U.S. individual tax return preparation and review, with a primary focus on Form 1040, 1040-NR, and 1040-SR.

- Extensive, hands-on experience with Forms 1040, 1040-NR, and 1040-SR, including multistate individual tax returns.

- Proficiency in tax software (e.g., Pro-connect, ProSystem, Lacerte, UltraTax, Intuit software(s), CCH, Drake) and other relevant tools.

- Excellent written and verbal communication skills for effective coordination with U.S.-based CPA partners, managers, and reviewers.

Ability to manage strict deadlines,



and perform under peak-season pressure.

- Handle live customer chat interactions by providing timely, accurate, and qualified assistance, while independently resolving customer inquiries and delivering a seamless customer experience.

- Strive to achieve first-contact resolution through a single chat interaction whenever possible, ensuring customer inquiries are resolved within established turnaround time and service level expectations.

Preferred candidate profile

- Minimum 3+ years of hands-on experience in preparing, reviewing, or supporting U.S. individual income tax returns, including Forms 1040, 1040-NR, and 1040-SR, with the ability to leverage this expertise to effectively assist customers in a live, real-time chat support environment.

- Ability to communicate technical tax concepts in plain, jargon-free language that keeps customers informed without overselling or overpromising.

- Comfortable working to defined handle-time targets while maintaining accuracy and compliance.

Interested candidates can apply here or WhatsApp cv on (phone hidden).

📌 US Tax - Preparer & Reviewer (Hyderabad)
🏢 PACIFIC GLOBAL SOLUTIONS
📍 Hyderabad