Senior Tax Analyst

Senior Tax Analyst US Individual and Business Returns

Job Summary

Senior Tax Analyst

Key Responsibilities

• Independently prepare, review, and file federal, state, and local tax returns, including Forms

  1040,1120, 1065, 1120S

  , and related schedules.
• Manage the full cycle of tax assignments from planning through to completion, ensuring accuracy,compliance, and timely delivery.
• Conduct tax research and analysis to resolve complex issues and support tax planning objectives.
• Prepare and review US corporate, partnership, and international tax forms, including

  Forms 5471, 8858, and 8865

  .
• Address and resolve IRS and state tax notices while minimizing client risk and penalties.
• Communicate directly with IRS and state tax authorities to manage audits, respond to queries, and resolve issues.
• Maintain strong client relationships, providing clear updates and timely support.
• Lead, mentor, and train junior team members, keeping them updated on tax law changes and industry best practices.
• Research new IRS laws and regulations, prepare necessary documentation, and ensure updates are reflected in compliance processes.
• Test our tax product for accuracy, identify/report errors, and collaborate with technical teams to update it in line with new laws.
• Drive process improvements, leveraging automation and technology for efficiency.
• Consistently meet client KPIs for quality, timeliness, and budget adherence.

Qualifications:

• Education:

  Bachelor’s degree in accounting, Finance, or a related field.

• Certification:

  Enrolled Agent (EA), or similar professional certification.

• Experience:

  Minimum 3 years in US tax preparation and filing, including individual, corporate, and partnership filings.

• Technical Skills:

  Proficiency in ProSeries, CCH, UltraTax, and other tax/accounting software.

Regulatory Knowledge:

• Strong understanding of IRS regulations, US GAAP, and state and federal tax rules.
• Experience handling IRS and state tax notices, audits, and resolutions.
• Ability to handle multiple complex projects independently in a fast-paced environment.
• Proficiency in Microsoft Office (Excel, Word) and Adobe Acrobat.
• Excellent communication, analytical, and critical-thinking skills, with the ability to work effectively with cross-functional teams.