Senior Tax Associate - 1040s Expert

Job Description

Role & responsibilities Position Summary: We are searching for qualified and motivated individuals with specialized experience in preparing 1040s tax returns to join our team. The ideal candidate will have a strong understanding of U.S. tax laws, particularly those applicable to high-net-worth individuals, partnerships, and corporations Core Responsibilities included but not limited to: Deliver a comprehensive range of individual tax services, ensuring compliance with relevant laws and regulations within specified deadlines. Build and maintain strong relationships with clients, offering excellent planning, consulting, and expertise to meet their tax needs. Specialized in tax planning and prepare/review complex 1040 tax returns for high-net-worth individuals, ensuring accuracy and compliance with U.S. tax laws: with a preference for knowledge of BNA Analyze client documentation and gather necessary documentation to complete tax returns. Prepare and file extensions and amendments as needed. Work directly with U.S. in-charges, delivering exemplary service that exceeds clients expectations and fosters long-term relationships. Preferred candidate profile Education: Professional qualifications such as CA, CA Inter, CPA, EA cleared/pursuing, or M.COM. with relevant experience. Experience: Minimum of 5-10 years of experience in preparing U.S Tax from 1040 especially (HNI) high net worth individual tax returns. Experience working in a CPA firm or similar environment is highly desirable. Extensive knowledge of a broad range of U.S. income tax laws. Technical Skills: Proficiency in tax software like - CCH Axcess and ProFx. Tax research software (Bloomberg BNA, RIA Checkpoint) and Microsoft Office applications. Strong understanding of US tax codes and regulations. Soft Skills: Excellent analytical, organizational, project management, and problem-solving skills. Strong attention to detail and organizational skills. Ability to communicate effectively with U.S in-charges / Clients and team members. High level of integrity and professionalism. Other Requirements: Ability to work independently and manage multiple tasks. Flexibility to work extended hours during tax season. Ability to train and mentor staff, promoting a culture of learning and development. Perks and benefits ALDRICH BUSINESS SERVICES PVT. LTD. is certified as a Great Place to Work, offering a supportive and inclusive work environment. As a subsidiary of the Aldrich group of companies, one of the Top-100 largest U.S. accounting firms, we are committed to improving the lives of our people, clients, and communities. Competitive salary Benefits including company-provided health insurance, gratuity vesting. Performance based reviews & potential bonuses. Monday- Friday- 9.00 AM to 6.00 PM 21 business days paid time off 9 business days of holiday closures