Senior Associate (Reviewer) - US Individual Taxation

Company:

Location:

Role:

Qualification:

Experience:

Reporting To:

Who we are:

Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.

What is the role:

Senior Associate

What you would do:

• Preparation /review of US Individual & Business tax returns Form 1040, 1040NR, including state income tax filing
• Demonstrate a high level of quality in tax return preparation/review
• Solely able to handle simple to medium complex returns
• Knowledge on International information reporting (FBAR, FATCA, Form 8621, etc)
• Understand the client's filing requirement depending on their tax scenario and help the client with 100% compliance as per the rules
• Solid understanding of the US tax implications for Individual tax filing
• Researching, analyzing, and interpreting changing tax rules.
• Explaining the different tax laws to clients and helping them understand their legal obligations and adapt to changes in tax legislation
• Representing Clients in front of the IRS for tax matters
• Regular contribution to in-house training meetings on technical topics
• Supervising Tax Assistants, in conjunction with managers, and contributing towards their career development
• Added advantage for people working in Drake / Lacerate tax software. Delivery management

Delivery Management:

• Responsible for extensive client leads and managing the same end-to-end (data gathering, validation, client clarifications, review, delivery of returns, and billing).
• Management of each clients tax compliance by setting up the right expectation for the work scope to be performed and the delivery timeline.
• Recognition of complex client issues and effective communication of those to the Manager / Director and client at the appropriate time.
• Taking responsibility for all compliance processes and monitoring the various filing requirements.
• Making sure that there are no client escalations and that the preparers properly follow the tax return processes.
• Active involvement in building client relationships.
• Full involvement in the billing process & client follow-ups.
• Go overboard in finishing the tasks within deadlines and making sure that the entire team is driven to perform within deadlines.

What you need:

• General computer skills (MS Word, MS Excel, Outlook, PPT, PDF, etc.)
• Strong communication, customer service management, and presentation skills.
• Must be able to demonstrate multitasking capacity
• Strong analytical and technical research skills
• Ability to teach, mentor, and guide
• Ability to meet deadlines through multitasking
• Capability to thrive in a fast-paced, team-oriented environment
• Positive attitude with a desire to build strong relationships with clients and peers
• Must be highly organized with a strong attention to detail, and the ability to work independently
• Must be responsible, reliable, a great team player, and positive in any circumstance
• Must take the ownership/bottom-line for the work performed by the team

Here are some bonus points:

• Schedule: Committed, Ability to work long hours during busy seasons.
• Hours 9.30 pm to 6.30 am during season, 2:00 pm to 11:00 pm Off-season
• Work Type: On-Site
• Benefits: Health insurance, paid leave, professional development support.

This role is more than a seat at the table its a chance to help build the table. If youre ready to bring energy, ownership, and vision for a growing firm, we want to hear from you.

Life is short - work someplace awesome!

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