Accounting - Tax

Cogneesol Inc.; Mohali; On-site; INR 600,000 - 900,000; Full time

Job summary

Cogneesol Inc. in Mohali, India, is seeking a skilled US Tax Preparer to join our team. You will review client documents, prepare individual and business tax returns, and enter data in tax software to ensure accurate filings.

The role requires 2–3 years of US tax experience, strong knowledge of U.S. taxation, and proficiency with Drake/ProSeries/Lacerte/UltraTax/ProConnect. Attention to detail and analytical skills are essential.

Qualifications

• Bachelor's or Master's degree in Accounting (B.Com, M.Com, or equivalent).
• 2-3 years of experience in U.S. tax preparation.
• Strong knowledge of U.S. individual and business taxation.
• Experience with tax software (Drake, ProSeries, Lacerte, UltraTax, ProConnect).
• Proficiency in Microsoft Excel.
• Strong analytical and research aptitude.
• High attention to detail with strong concentration and focus.

Responsibilities

• Review client documents including W-2s, 1099s, 1098s, K-1s, brokerage statements, and financial records.
• Prepare individual tax returns (Form 1040) with applicable schedules.
• Assist in preparation of business tax returns (Forms 1120, 1120S, and 1065).
• Enter and manage financial data in tax software.
• Reconcile income sources such as wages, interest, dividends, and capital gains.
• Identify missing or inconsistent information and raise client queries.
• Resolve software diagnostics and validation errors.
• Maintain organized, indexed, and well-documented workpapers aligned with compliance standards.
• Support review and finalize returns for e-filing

Skills

U.S. tax knowledge

Attention to detail

Analytical skills

Excel proficiency

Research aptitude

Education

Bachelor's or Master's in Accounting

Tools

Drake

ProSeries

Lacerte

UltraTax

ProConnect

Job description

• Review client documents including W-2s, 1099s, 1098s, K-1s, brokerage statements, and financial records
• Prepare individual tax returns (Form 1040) with applicable schedules
• Assist in preparation of business tax returns (Forms 1120, 1120S, and 1065)
• Enter and manage financial data in tax software
• Reconcile income sources such as wages, interest, dividends, and capital gains
• Identify missing or inconsistent information and raise client queries
• Resolve software diagnostics and validation errors

Maintain organized, indexed, and well-documented workpapers aligned with compliance standards

• Support review and finalize returns for e-filing

Required Skills & Qualifications

• Bachelor's or Master's degree in Accounting (B.Com, M.Com, or equivalent)
• 2-3 years of experience in U.S. tax preparation
• Strong knowledge of U.S. individual and business taxation
• Experience with tax software (Drake, ProSeries, Lacerte, UltraTax, ProConnect)
• Proficiency in Microsoft Excel
• Strong analytical and research aptitude
• High attention to detail with strong concentration and focus

Preferred Skills

• Experience working with U.S. CPA firms
• Knowledge of foreign reporting and multi-state taxation
• Familiarity with U.S. tax compliance and documentation standards