US Tax Reviewer – Business Return

US Tax Reviewer – Business Return

Introduction to Credfino:

At Credfino, we partner with US and Canadian accounting and tax firms to solve one of their biggest challenge - finding skilled staff without losing profitability. Our offshore staffing model helps firms expand capacity, reduce costs, and grow sustainably, all while staying within budget. 

 But what makes Credfino different? 

-> We add a layer of quality, which means every team member’s work is reviewed by senior staff, ensuring top-tier quality. 

-> Our people are trained on the latest tools and platforms, including AI-powered tools too. 

-> We also help firms grow with marketing support tailored to the accounting industry. 

Credfino exists to make firm owners’ lives easier and help them scale their firm.  

About the Role:

experienced and detail-oriented US Tax Reviewer

Tax Reviewer

3–5 years of experience

What You’ll Be Doing:

• Review

  federal and state business tax returns

  , including: 
• Form 1065 (Partnership) 
• Form 1120 (C-Corporation) 
• Form 1120s (S-Corporation) 
• Review related schedules such as

  K-1s, M-1, M-2

  , and balance sheet/income statement reconciliations. 
• Ensure correct reporting of

  income, expenses, capital accounts, and distributions.

   
• Review and reconcile

  financial statements, trial balances, and general ledgers

  with tax return data. 
• Verify compliance with

  IRS and state regulations

  , including correct entity classification, depreciation, and tax adjustments. 
• Identify and correct

  errors, inconsistencies, or missing information

  in returns prepared by junior staff. 
• Provide

  detailed review notes and feedback

  to preparers to maintain accuracy and consistency. 
• Collaborate with team leads or managers on

  complex returns, multi-state filings, or consolidated entities.

   
• Review

  amended returns, extensions, and estimated tax payments

  , as applicable. 
• Ensure

  timely completion

  of assigned reviews and adherence to filing deadlines. 
• Stay current with

  IRS updates, corporate tax law changes, and software improvements.

   
• Participate in

  training sessions

  to improve team efficiency and compliance quality 

Need to Have (Must Requirements):

• Bachelor’s degree in Accounting, Finance, Commerce, or related field. 
• 3-5 years of experience in preparing and reviewing US Business Tax Returns (Forms 1065 / 1120 / 1120S). 
• In-depth knowledge of US federal and state business tax laws, entity structures, and filing requirements. 
• Proficiency in tax software such as Lacerte, Drake, UltraTax, ProSeries, or ProConnect. 
• Strong understanding of Schedule K-1 preparation, M-1/M-2 reconciliations, and book-to-tax adjustments. 
• Excellent analytical, review, and quality-control skills. 
• Proficiency in Microsoft Excel and accounting tools. 
• Strong communication skills and the ability to provide constructive review feedback. 
• Ability to prioritize tasks and manage multiple returns during tax season. 
• Commitment to maintaining accuracy, confidentiality, and compliance. 
• Understanding and drafting workpapers on partners and shareholder basis 
• Follow and update the checklist for every return prepared and reviewed 

Good to Have:

• CPA, EA, or PTIN certification preferred. 
• Experience working with US CPA firms or tax outsourcing companies. 
• Familiarity with QuickBooks or other accounting systems. 
• Exposure to multi-state, consolidated, or foreign reporting (Forms 5471, 8858, 8865, etc.). 
• Experience with review team supervision and training. 
• Knowledge of AI-driven tax workflow systems or automation tools. 

Why Join Credfino:

• Work on complex and diverse US business tax returns for top-tier clients. 
• Gain international exposure to US tax and accounting practices. 
• Continuous training and upskilling programs focused on review-level competencies. 
• Performance-based incentives and recognition for quality and efficiency. 
• Flexible working hours during off-peak season. 
• Supportive, collaborative environment promoting career advancement and leadership growth. 
• Defined career path from reviewer to senior reviewer and tax manager roles. 

Diversity & Inclusion Commitment

At Credfino LLP, we believe that diversity drives innovation and inclusion builds stronger teams. We are committed to creating an environment where every employee feels respected, valued, and empowered to contribute. We welcome applicants from all backgrounds and celebrate differences in culture, perspective, and experience. 

Additional Information

• Job Type: Contractual 
• Location: Indore (M.P.) - On-site 
• Timings: 2:00 PM - 11:00 PM IST (Monday to Saturday). You may be required to work additional hours as needed. 

• This position is also open for part-time engagement and can be performed remotely.

   
• We are flexible with the structure and are open to discussing an

  hourly compensation model

  based on experience and availability. 
• Salary: As per industry standards for entry-level roles 
• Growth Opportunities: Structured training, international exposure, and long-term career development in US Taxation & Compliance.