Associate - US Taxation

Cogneesol Inc.; Mohali; On-site; INR 300,000 - 540,000; Full time

Job summary

Cogneesol Inc. seeks a detail-oriented U.S. Tax Preparer to handle individual and business returns in compliance with IRS rules. You will review client documents, prepare returns using tax software, and coordinate with internal reviewers to ensure timely, error-free filings.

Responsibilities include reviewing W-2s, 1099s, 1120/1120S/1065 forms, data entry, and resolving software issues while maintaining well-documented workpapers for audits.

Qualifications

• Bachelor's or Master's in Accounting or equivalent required.
• 1–2 years of U.S. tax preparation experience.
• Strong knowledge of U.S. individual and business taxation.
• Experience with major tax software (Drake, ProSeries, Lacerte, UltraTax, ProConnect).
• Proficiency in Microsoft Excel and data entry accuracy.

Responsibilities

• Review client documents (W-2s, 1099s, 1098s, K-1s, brokerage statements).
• Prepare individual tax returns (Form 1040) with applicable schedules.
• Assist in preparation of business tax returns (Forms 1120, 1120S, 1065).
• Enter and manage financial data in tax software; reconcile income sources.
• Raise client queries for missing or inconsistent information; resolve software issues.
• Support review and finalize returns for e-filing; maintain organized workpapers.

Skills

Attention to detail

Communication skills

Analytical thinking

Research skills

Time management

MS Office

Excel

Independent work

Education

Bachelor's or Master's degree in Accounting (B.Com, M.Com, or equivalent)

Tools

Drake

ProSeries

Lacerte

UltraTax

ProConnect

Job description

We are seeking a detail-oriented U.S. Tax Preparer responsible for preparing individual and business tax returns in compliance with IRS regulations. The role involves reviewing client documents, preparing accurate returns using tax software, and ensuring timely, error-free filings through effective coordination with internal reviewers.

Key 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

Required Skills & Qualifications

• Bachelor's or Master's degree in Accounting (B.Com, M.Com, or equivalent)
• 1- 2 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
• Ability to manage multiple returns simultaneously in a deadline-driven environment
• Ability to meet strict tax filing deadlines
• Consistent accuracy and strong documentation practices
• Effective communication and coordination skills
• Ability to work independently within structured processes

Required Skills

excel Attention to Detail MS Office Positive Attitude & Learning Agility Accountability & Ownership Communication Skills