Position Summary The Tax Preparer plays a critical role in helping clients achieve tax compliance and resolution with the Internal Revenue Service (IRS) and applicable state taxing authorities, including Franchise Tax Boards. This position is responsible for providing high-quality tax preparation, compliance, and reporting services to individuals and business entities.

The Tax Preparer will prepare a high volume of tax returns, review client documentation and tax transcripts, coordinate with offshore teams to verify information, and collaborate with U.S.-based teams to support the delivery of tax resolution and compliance services. The successful candidate must be detail-oriented, highly organized, and capable of delivering accurate and timely work in a fast-paced environment.

Essential Duties and Responsibilities The essential duties and responsibilities of this position include, but are not limited to:

- Prepare a high volume of federal and state tax returns, including:
- Individual income tax returns (Form 1040)
- Schedule C returns
- Amended tax returns
- Corporate tax returns
- Partnership tax returns
- Review client tax documents, financial information, and IRS and state tax transcripts to ensure accuracy and completeness.
- Collect, organize, review, and maintain client documentation and ensure that all required records are properly filed within the client's case file.
- Communicate regularly with internal teams, offshore teams, and other relevant stakeholders via telephone and email to verify information, respond to inquiries, and provide updates regarding client case status.
- Collaborate with various internal departments and service teams to support the delivery of tax compliance and tax resolution services.




- Assist clients in achieving compliance by preparing and filing past-due tax returns and addressing outstanding tax filing requirements.
- Ensure all tax returns and related documentation are prepared accurately, completely, and in accordance with applicable federal and state tax laws and company procedures.
- Follow established company policies, procedures, and security protocols to protect client Personal Identifiable Information (PII) and confidential financial information.
- Maintain a high level of productivity while meeting established deadlines and quality standards.
- Perform other duties and responsibilities as assigned.

Qualifications

Education and Experience

- Licensed Certified Public Accountant (CPA) or Chartered Accountant (CA) required.
- Minimum of one (1) year of relevant experience preparing individual and business tax returns, including:
- Form 1040 individual income tax returns
- Schedule C
- Amended tax returns
- Corporate tax returns
- Partnership tax returns
- Minimum of three (3) years of public accounting experience preferred.
- Proficiency with accounting software, including QuickBooks, Zoho, and Inn-Flow, is preferred.
- Experience with ProSeries Tax Preparation Software is a plus.

Knowledge, Skills, and Abilities The ideal candidate will possess the following knowledge, skills, and abilities:

- Thorough knowledge of the preparation of individual and business tax returns, including Form 1040, Schedule C, amended returns, corporate returns,



and partnership returns.
- Strong understanding of federal and state tax compliance requirements.
- Excellent attention to detail and a strong commitment to accuracy and quality.
- Exceptional organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines.
- Strong written, verbal, and interpersonal communication skills.
- Ability to effectively collaborate with U.S.-based and offshore teams.
- Strong analytical and problem-solving abilities.
- Ability to work independently with minimal supervision while maintaining a high level of accountability.
- Proficiency in Microsoft Office applications, including Outlook, Excel, and Word.
- Comfortable working with computers and other standard office technology.
- Ability to thrive in a fast-paced, high-volume, and high-energy work environment.
- Strong work ethic, positive attitude, and a proactive, solution-oriented mindset.
- Self-motivated, dependable, and committed to delivering high-quality work.
- Demonstrated ability to multitask effectively while maintaining accuracy and attention to detail.
- A professional, client-focused approach with a solid sense of confidentiality and responsibility.

Work Environment This position requires the ability to work efficiently in a fast-paced environment while managing multiple tax preparation assignments and client cases. The successful candidate must be adaptable, highly organized, and committed to meeting deadlines while maintaining the highest standards of accuracy, professionalism, and client service.

Interested and qualified candidates are encouraged to submit their resume and relevant information to:

- Email: [email protected]

Work Location: In person

📌 Tax Preparer (Mumbai City)
🏢 CURATAX
📍 Mumbai City