Company Description Active Bean Counter Private Limited is a national accounting and advisory services firm located in Worli. The firm is dedicated to assisting entrepreneurial, middle-market companies, and high-net-worth individuals in achieving their financial goals through a range of specialized accounting services tailored to meet specific business needs. Job Purpose The Tax Associate is responsible for providing expert tax preparation services, ensuring accurate and timely completion of U.S. individual and business tax returns. This role involves managing client assignments, preparing tax returns, and ensuring compliance with U.S. tax regulations. Anderson trains all preparers on core tax strategies; basic US tax return familiarity is needed, but deep technical expertise is not required. There is no direct phone or video interaction with clients, and the role does not include any advisory responsibilities, focusing solely on tax return preparation. Key Responsibilities Tax Return Preparation: ◦ Prepare U.S. individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065) incorporating Anderson tax strategies as applicable. ◦ Ensure tax returns comply with U.S. tax laws and regulations. ◦ Review financial data to ensure accuracy and consistency in tax reporting. ◦Leverage knowledge gained from U.S.-based teams to ensure high standards in tax preparation. Compliance and Documentation: ◦ Maintain compliance with U.S. tax standards and GAAP accounting principles. ◦ Ensure all client documentation is accurately recorded and maintained in compliance with internal standards. Collaboration with Tax Teams: ◦ Work closely with the global tax teams to ensure timely and accurate completion of tax returns. ◦ Collaborate with the India-based team to optimize workflow and meet deadlines. Process Improvement: ◦ Identify areas for improvement in tax preparation processes and suggest ways to increase efficiency and accuracy. ◦ Assist in implementing best practices across the India tax team. Required Qualifications: Equivalent to a U.S. four-year post-secondary education in Accounting, Finance, or a related field. 1-2 years training and experience in GAAP accounting principles, U.S. tax concepts and laws, and the preparation of U.S. personal and business tax forms (e.g., 1040, 1120, 1120S, 1065). Proficiency with MS Office or Google Suite and strong analytical, organizational, and written communication skills. Experience with tax preparation software such as CCH Axcess or CCH ProSystem fx is a plus. Preferred Qualifications Experience with CCH Axcess or CCH ProSystem fx. Experience with U.S. real estate taxation concepts. Additional certifications in U.S. tax preparation or international tax compliance. Candidates from Ahmedabad will be considered Show more Show less

Company Description Active Bean Counter Private Limited is a national accounting and advisory services firm. The firm is dedicated to assisting entrepreneurial, middle-market companies, and high-net-worth individuals in achieving their financial goals through a range of specialized accounting services tailored to meet specific business needs. Job Summary: The (Client Tax Coordinator) will work with internal teams to ensure all documentation is received before tax returns are prepared by our Associates among other responsibilities listed below. This role requires the ability to understand and interpret high-level financial and tax-related documents submitted by clients. Our (Client Tax Coordinator) will work closely with our Tax Associates and teams of Client Tax Coordinators to support the onboarding of new clients and updates in the tax return deadline calendar to provide top-tier service to our clients. The office hours of this role are from 1pm till 10pm during 5 days per week (Monday till Friday). Responsibilities: ● Collect tax and bookkeeping documents, organizers, and signed client statements throughout the year. Review uploaded documents to ensure everything is received and organized for our team. Utilizing a few different systems. ● Ability to interpret high-level financial documents and recognize whether they are in compliance with IRS requirements for documentation. ● Assign work to our internal teams, in collaboration with the team supervisors. ● Coordinate internally e-file authorization forms collection and filing instructions including paper-filed returns or payment vouchers. ● Handle e-file acceptance and rejections. Work closely with the tax team to resolve rejections. Organize additional client documents to move to acceptance. ● Support internal team with onboarding process to stay in compliance with tax deadlines. ● Support internal team with communications to complete client fulfillment of services. ● Keep Salesforce client accounts up to date with various activities and tasks. ● Write professional communications to our client-facing team to keep clients up to date. ● Work with bookkeeping team to ensure documents are delivered on-time to complete tax returns. ● Assist with invoicing duties and collection process related to services for our clients. ● Manage on-line scheduling request process. ● Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures. Job Duties: ● Point of contact for internal team with tax-related services for our clients ● Respond to all correspondence within 1 business day. ● Calling internally and/or corresponding via email to provide information, answer questions and/or follow through on requests (Client Tax Coordinators can expect to receive a higher volume of calls and emails during peak periods) ● Assisting on the phone as needed with our client-facing team. ● Documenting receipt of signed client documents. ● Utilize the resources and knowledge of each of our professionals in their respective departments. ● All other duties that may be assigned from time to time by management. Qualifications: ● Bachelor’s Degree, with entrée level Accounting expertise ● Minimum 4 years of experience in a customer services environment ● Thrives in a fast-paced work environment. ● Possess critical thinking and analytical skills. ● Ability to coordinate with multiple departments for various client needs and requests. Team collaboration a must. ● Strong professional verbal and written communication skills in Business English. ● A high degree of accuracy and attention to detail with complex matters. ● Works well under deadlines. ● Knowledge of all G Suite, Word, and Excel. ● Salesforce CRM experience. ● Ability to establish rapport with our team and work cross-functionally to deliver an exceptional client experience. ● Ability to prioritize work and complete duties accurately and timely. ● Ability to work independently with a sense of urgency. ● Familiarity with personal and business financial documents for clients ● Previous experience in a tax firm ● A/R, Invoicing and CCH experience a plus Show more Show less