Opportunity Title: US Direct Tax Preparation and Review
Skills and Experience
- Bachelors Degree (B.com)/Post Graduate Degree (MBA/ M.Com) from an accredited university.
- 2-7 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 4797, Form 8829, Form 8582 and Form 1116 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.,)
- Recording of information in appropriate place
- Preparation and Review of US Individual (Form 1040 and Trust returns (Form 1041).
- Thorough understanding of Form 1040, various schedules (say Sch 1 to 3 and A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 4797, Form 8829, Form 8582 and Form 1116 etc.) to review the returns
- To maintain client tracker report on daily basis
- To maintain time sheet tracker on daily basis and submit every week
- Timely delivery of the client engagements
- To adhere to client guidelines at all times
- To attend the Process Training regularly
- To work on the feedback received from QA and improve on quality
- Regular interaction with clients and discusses on error and feedback
Graduate with Accounting major or equivalent 1 - 7 Year
Gather data from internal stakeholders
2) Prepare workpapers for filing tax returns for federal, state, and local entities. 3) Maintain supporting workpapers and all correspondences in the documents repository 4) Complete tasks assigned by the supervisor