Key Responsibilities
• Review client documents including W-2s, 1099s, 1098s, K-1s, brokerage statements, and financial records
• Prepare individual tax returns (Form 1040) with applicable schedules
• Assist in preparation of business tax returns (Forms 1120, 1120S, and 1065)
• Enter and manage financial data in tax software
• Reconcile income sources such as wages, interest, dividends, and capital gains
• Handle applicable foreign reporting (Forms 2555, 8938, FBAR)
• Identify missing or inconsistent information and raise client queries
• Resolve software diagnostics and validation errors Maintain organized, indexed, and well-documented workpapers aligned with compliance standards
• Support review and finalize returns for e-filing Required Skills & Qualifications
• Bachelor’s or Master’s degree in Accounting (B.
Com, M.
Com, or equivalent)
• 2–3 years of experience in U.
S. tax preparation
• Strong knowledge of U.
S. individual and business taxation
• Experience with tax software (Drake, ProSeries, Lacerte, UltraTax, ProConnect)
• Proficiency in Microsoft Excel
• Strong analytical and research aptitude
• High attention to detail with solid concentration and focus Preferred Skills
• Experience working with U.
S. CPA firms
• Knowledge of foreign reporting and multi-state taxation
• Familiarity with U.
S. tax compliance and documentation standards