- Prepare and assist with supporting forms such as 8832, 2553, 1099 filings, W-8BEN, W-9
- Prepare individual tax returns (1040) as needed
- Review junior team members’ tax returns and provide corrections
- Analyze financial statements and convert them into tax-ready formats
- Communicate with U.S. clients for clarifications, missing documents, and tax queries
- Maintain standardized trackers, documentation, and workpapers
Required Skills
- Inter CA / CA / EA / CPA – qualified or pursuing
- OR B.Com / M.Com with strong U.S. tax prep experience
Strong experience in U.S. business tax returns (mandatory)
- Understanding of federal and multi-state tax laws
- Ability to review and correct junior preparers’ work
- Strong command of depreciation rules and book-to-tax adjustments
Software Experience: CCH Axcess, Lacerte, Drake
Excellent analytical, documentation, and communication skills