Key Responsibilities

 Tax Preparation and Review: Preparation and review of business and personal tax returns such as

Form 1040, 1065, 1120S, 1120, 990, and 1041 from initial consultation to final delivery. You should know Federal, State, Local, and international compliances. You will be involved in all aspects of Tax assignments from planning and projections to finalization. Manage and support tax notices including IRS calls and prepare necessary documentation and replies.

 Financial Statements: Prepare and/or review financial statements as needed, assisting the accounting team and clients whenever there is a need.

 Tax Reduction Strategies: Understand and apply strategies to minimize clients’ tax liabilities.

Ability to do independent tax research in case of unseen tax scenarios Collaborating with the tax planning team to ensure our tax strategies and policies were implemented accurately as per IRS compliances.

 Staff Management: Oversee tax processes by coordinating day-to-day interaction with the team and reviewing their work. Train new and experienced staff, supervise the staff, and ge the work done in a timely and efficient manner. Collaborate with cross-functional teams such as Tax planning, and accounting departments, to ensure book finalization and alignment on tax strategies and initiatives.

 Client Communication: Maintain regular and effective communication with clients to address their tax- related inquiries and provide updates. Ability to onboard and build strong relationships with clients.

 Database Management: Organize and update the tax database, ensuring all records are accurate and up to date.



Prove the required information reports whenever requested by the management.

Requirements

 Experience: A minimum of 10 years of overall experience in US taxation which includes both preparation and review of tax returns and accounting is essential. Working directly with CPA firm in the US is an added advantage.

 Tax Knowledge: High-level understanding of the tax code for individuals and businesses. Assist with tax planning and strategy development, identifying opportunities for reducing tax liability and risk mitigation.

 Certifications: Must be a licensed tax preparer, EA (Enrolled Agent), or CPA (Certified Public

Accountant) or other qualified professionals in the accounting and tax field.

 Software Proficiency: Experience with Tax software such as Drake and Ultra Tax, accounting software’s such as QuickBooks and Xero, workflow management tools and MS office.

 Technical Skills: Computer literacy, strong numerical skills, and meticulous attention to detail.

 People Skills: Excellent interpersonal, organizational, multi-tasking and handling various projects simultaneously in an efficient manner.

Essential Requirements

1. Candidate must have knowledge of both 1040 (individual) and business (1120S, 1065).
2. Must’ve worked for a major portion of their career especially during the beginning years in small and medium size firms with good backing where they’re exposed to multiple facets of tax filing.
3. Must have been in a team lead role for at least 6 to 7 years.
4. Should have excellent interpersonal skills, patience and understanding to deal with the chaos of

medium sized but quick paced firm like ours.
1. An enrolled agent and someone with commerce background is a must.

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