Role Summary We are seeking a highly skilled and detail-oriented Senior Tax Preparer and Reviewer to join our team. In this role, you will be responsible for managing the complete U.S. tax preparation lifecycle, from checking document to final e-filing. The ideal candidate will have extensive experience with individual and business tax returns, solid bookkeeping foundations, and the ability to act as both a hands-on preparer and an acute reviewer.

If you excel at client communication and can navigate complex tax compliance—including foreign reporting—with independence and accuracy, we want you on our team.

Key Responsibilities

- End-to-End Tax Management: Independently drive the entire tax return process. Request and review client documents, resolve open items efficiently, finalize returns, secure client approvals, and execute e-filing.
- Tax Preparation & Review: Prepare and meticulously review both individual and business tax returns, including Forms 1040, 1120, 1120-S, and 1065. Function comfortably in a dual capacity as both a preparer and a reviewer of peer or junior work.
- Bookkeeping & Reconciliation: Perform comprehensive bookkeeping tasks, including recording financial transactions, maintaining accurate financial records, and reconciling accounts using QuickBooks Desktop.




- Foreign Tax Compliance: Ensure all foreign tax reporting and compliance requirements are identified and accurately fulfilled.
- Client Communication: Act as a primary point of contact for clients. Professionally and clearly explain complex tax matters, including tax liabilities, expected refunds, and overall return details

Required Skills and Qualifications

- Experience: A minimum of 4 to 5 years of proven, hands-on experience in U.S. tax return preparation.
- Software Proficiency (Tax): Strong working knowledge of Drake Tax Software and its advanced features for individual and business returns.
- Software Proficiency (Accounting): High proficiency in QuickBooks Desktop for all bookkeeping and reconciliation needs.
- Technical Knowledge: Deep understanding of Forms 1040, 1120, 1120-S, and 1065, alongside a solid grasp of foreign tax compliance regulations.
- Interpersonal Skills: Exceptional verbal and written communication skills with a track record of translating complex tax jargon into easily understandable concepts for clients.
- Work Ethic: Highly autonomous with a strong sense of accountability to manage end-to-end workflows without micromanagement.

📌 Tax Preparer and Reviewer (Ahmedabad)
🏢 preferred tax consultancy
📍 Ahmedabad