U.S. Tax Analyst

Position Overview:

The U.S. Tax Associate / Analyst will support the preparation, review, and documentation of U.S. Individual and Business tax returns. The role involves accurately capturing tax data from various client documents, maintaining organized workpapers, preparing supporting schedules, and coordinating with senior tax professionals to ensure compliant and timely filings. The ideal candidate will possess strong analytical skills, excellent attention to detail, and foundational knowledge of U.S. federal and state tax regulations.

Key Responsibilities:

• Prepare and enter tax data for U.S. Individual returns (Form 1040).
• Capture income details from W-2, 1099-INT, 1099-DIV, 1099-B, 1099-R, SSA-1099, and other documents.
• Extract income, deductions, credits, and state tax details from Schedule K-1 (1065, 1120-S, 1041).
• Enter mortgage interest, property taxes, and points from Form 1098.
• Record charitable contributions and prepare itemized deduction schedules.
• Reconcile capital gains/losses using brokerage statements(1099-B) and Form 8949 summaries.
• Assist with business tax data for Forms 1065, 1120, and 1120-S.
• Capture partner/shareholder basis adjustments, capital accounts, distributions, and guaranteed payments.
• Capture state apportionment and multi-state allocation details.
• Prepare supporting workpapers and reconciliation sheets.
• Coordinate with senior tax reviewers, accountants, and CPAs.

Qualifications & Skills:

• CA/CA(Inter)/ CMA/EA/US CPA/MBA/ Bachelor's degree in Accounting, Finance, Commerce, or related field.
• 15 years of U.S. tax experience preferred.
• Understanding of U.S. federal and state tax concepts.
• Experience with tax software (Lacerte, UltraTax, Drake, GoSystem) preferred.
• Strong analytical skills and attention to detail.
• Ability to meet deadlines and handle multiple priorities.
• Proficiency in MS Excel and documentation tools.
• Effective communication skills.

Key Competencies:

• Detail-oriented and organized
• Strong problem-solving abilities
• Ability to work independently and as part of a team
• Commitment to accuracy and compliance
• Willingness to learn and adapt.