Role & responsibilities

- Develop and implement tax planning strategies for individuals, partnerships, S-Corporations, C-Corporations, and LLCs.
- Analyze clients' financial situations to identify tax-saving opportunities.
- Provide year-round tax advisory services, not just during tax season.
- Research complex federal and state tax issues and recommend compliant solutions.
- Advise clients on entity selection, business restructuring, mergers, acquisitions, and succession planning.
- Perform tax projections and estimated tax calculations.
- Review financial statements and tax returns to identify planning opportunities.
- Stay current with changes in U.S. federal and state tax laws.
- Collaborate with tax preparation and accounting teams to ensure planning strategies are accurately reflected in tax filings.
- Support clients during IRS notices, audits, and tax-related inquiries when required.
- Prepare client presentations, tax planning reports, and recommendations.

Required Qualifications

- Bachelor's degree in Accounting, Finance, or a related field.
- CPA, EA (Enrolled Agent), or preferred.
- Minimum 5 years of hands-on experience in U.S. tax planning and advisory.
- Strong knowledge of:
- Individual Tax (Form 1040)
- Partnership Tax (Form 1065)




- S-Corporation Tax (Form 1120-S)
- C-Corporation Tax (Form 1120)
- Trust & Estate Tax (preferred)

- Thorough understanding of U.S. federal and state tax regulations.
- Experience with tax projections, estimated tax calculations, and strategic tax planning.
- Excellent analytical, problem-solving, and communication skills.

Preferred Software Experience

- Intuit ProConnect
- Lacerte
- UltraTax CS
- Drake Tax
- CCH Axcess Tax
- Thomson Reuters GoSystem Tax
- QuickBooks Online
- Microsoft Excel (Advanced)

Preferred Skills

- Strong tax research capabilities.
- Ability to explain complex tax concepts to clients in easy terms.
- Client relationship management experience.
- High attention to detail and accuracy.
- Ability to manage multiple client engagements simultaneously.
- Excellent written and verbal communication skills.

Nice to Have

- Experience working with U.S.-based CPA firms.
- Experience with high-net-worth individuals and closely held businesses.
- Knowledge of multi-state taxation and nexus rules.

International tax exposure (FBAR, FATCA, foreign tax credits, etc.) is an added advantage

📌 US Tax Planning/Advisor (Ahmedabad)
🏢 Ascendum
📍 Ahmedabad