Description

Chance Title: US Direct Tax Preparation and Review

Position: AM /LAM

Skills and Experience

- Post Graduate Degree (MBA/ M. Com) from an accredited university.
- 7-10 years of experience in US Individual tax.
- Good communication skills to deliver message to client on call.
- Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns.
- Experience in working with MS Office.
- Should be willing to work in any shifts throughout the season.
- Maintain flexibility to work extra hours, as necessary, to meet client commitments.

Responsibilities

Opportunity Title: US Direct Tax Preparation and Review

Position: AM /LAM

Skills and Experience

- Post Graduate Degree (MBA/ M. Com) from an accredited university.
- 7-10 years of experience in US Individual tax.
- Good communication skills to deliver message to client on call.
- Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns.
- Experience in working with MS Office.
- Should be willing to work in any shifts throughout the season.
- Maintain flexibility to work extra hours, as necessary, to meet client commitments.

Responsibilities

- Analysis of client provided data. (Includes Handwritten information, identifying duplicate documents, etc.,)




- Preparation and Review of US Individual (Form 1040 and Trust returns (Form 1041).
- Thorough understanding of Form 1040, various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns
- Through understanding US Business and Rental Dispositions.
- Through understanding of Various Schedule K-1’s.
- Through understanding of Settlement Statements.
- To maintain client tracker report on daily basis
- To maintain time sheet tracker on daily basis and submit every week
- Timely delivery of the client engagements
- To adhere to client guidelines at all times
- To provide the Process Training regularly to the team members
- To work on the feedback received from QA and improve on quality
- Regular interaction with clients and discusses on error and feedback

Qualifications

Opportunity Title: US Direct Tax Preparation and Review

Position: AM /LAM

Skills and Experience

- Post Graduate Degree (MBA/ M. Com) from an accredited university.
- 7-10 years of experience in US Individual tax.
- Good communication skills to deliver message to client on call.
- Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns.
- Experience in working with MS Office.
- Should be willing to work in any shifts throughout the season.
- Maintain flexibility to work extra hours, as necessary, to meet client commitments.

📌 Assistant Manager (Karnataka)
🏢 EXL
📍 Karnataka