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
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.
Valuable 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

📌 Assistant Manager (India)
🏢 EXL
📍 India