Senior Tax Associate

Elevate; Delhi; Hybrid; INR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Health Insurance

Provident Fund

Hybrid Work Model

Generous Leave Policy

Paid Holidays

Job summary

Elevate is seeking a Tax Senior Associate in India to lead US tax engagements for Elevate partner firms and coordinate with onshore teams. You will prepare and review federal, state, and local returns and supervise staff to ensure high-quality, timely workpapers and deliverables.

The role requires 3–6 years of US tax experience, strong knowledge of federal/state laws, and experience with offshore delivery and tax software. Hybrid work flexibility is offered.

Qualifications

• 3–6 years US tax experience in a public accounting setting.
• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• Strong knowledge of US federal and state tax laws.
• Experience supporting US-based tax teams in offshore/nearshore delivery.

Responsibilities

• Prepare and review federal, state, and local tax returns for C-Corporations, S-Corporations, Partnerships, and Individuals.
• Review workpapers for accuracy and timeliness.
• Provide technical guidance to preparers on complex tax issues.
• Mentor junior staff and onboard/train team members.
• Supervise workload, ensure timelines, and address bottlenecks.

Skills

US tax concepts

Project management

Mentoring

Communication

Remote collaboration

Education

Bachelor's degree in Accounting/Finance

CA/CPA/EA preferred

Tools

CCH Axcess

GoSystem

UltraTax

Lacerte

QuickBooks

Job description

About Elevate

Elevate LLC is a next-generation professional services platform that partners with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firm leaders by providing capital, operational support, technology, and strategic guidance—helping firms scale while preserving their independence and culture.

All roles below support U.S.-based tax engagements for Elevate partner firms and work closely with onshore tax teams.

Role – Tax Senior Associate

Experience Level: Mid-Level (3–6 years)

Overview

The Tax Senior Associate plays a lead role in preparing and reviewing U.S. tax engagements, supervising staff, and ensuring high-quality, timely delivery of returns and workpapers. This role requires strong technical proficiency in federal and state tax laws, sound project management capability, and the ability to mentor junior team members while adapting fluidly to evolving client requirements and software environments.

Key Responsibilities

Tax Preparation & Review

• Prepare and review federal, state, and local income tax returns—with a focus on C-Corporations (1120), S-Corporations (1120S), Partnerships (1065), and Individual (1040) returns—ensuring accurate calculations, sound accounting treatment, and tax law compliance.
• Review workpapers prepared by associates for accuracy, completeness, and adherence to engagement standards.
• Provide technical guidance to preparers on complex or challenging issues, drawing on a strong working knowledge of U.S. tax law.
• Facilitate onboarding and ongoing training for the team, including updates on relevant tax law changes and software developments.

Work Allocation

• Assign and track daily work for preparers, monitoring progress to ensure timely and accurate completion.
• Follow up on outstanding items and actively support the team in clearing bottlenecks before they impact delivery.
• Ensure completed tax returns and supporting documentation are submitted to onshore teams within agreed timelines.
• Incorporate client feedback promptly, make required revisions, and re-submit deliverables with minimal turnaround time.

Project Ownership

• Contribute to firm-wide and cross-functional projects as needed to support broader business objectives.
• Adapt quickly to updates in client procedures, policies, or software, and ensure clear communication of changes to the team.

Compliance & Standards

• Uphold organizational policies, quality standards, and best practices across all engagement deliverables.
• Always ensure strict adherence to information security protocols and data protection guidelines.

Skills Required

• Strong technical knowledge of U.S. federal and state tax concepts, industry practices, accounting principles, and compliance requirements.
• Hands-on experience with tax software such as CCH Axcess, GoSystem, UltraTax, or Lacerte (CCH Axcess preferred).
• QuickBooks exposure is a strong plus.
• Strong computer proficiency across Microsoft Office applications.
• Quality and timeliness, delivering accurate, complete work on schedule.
• Independent problem-solving, with the ability to identify issues and work through them with minimal oversight.
• Solid understanding of how bookkeeping and financial statements feed into the tax return.
• Proven organizational and project management skills with the ability to manage multiple deadlines simultaneously.
• Effective written and verbal communication skills, particularly in a cross-border, remote-collaboration environment.
• Sound judgment and the ability to plan, prioritize, and accomplish goals independently.

Qualifications

• 3–6 years of U.S. taxation experience, with a demonstrated focus on C-Corporation (1120), S-Corporation (1120S), Partnership (1065), and Individual (1040) returns in a public accounting firm.
• Bachelor’s degree in Accounting, Commerce, Finance, or a related field; CA/CPA/EA or pursuing preferred.
• In-depth knowledge of U.S. federal and state tax laws.
• Prior experience supporting or collaborating with U.S.-based tax teams in an offshore or nearshore delivery model.
• Comfortable working in prescribed shift hours, including extended hours during peak tax season.
• Comprehensive Health Insurance covering you, your dependents, and parents.
• Provident Fund contributions in line with statutory requirements.
• Generous Leave Policy and paid holidays per calendar year.
• Hybrid Work Model: flexible arrangement tailored to the role.
• Work-Life Balance: supportive workplace designed to help manage personal and professional responsibilities.
• Career Development & Growth: A continuous learning culture to help you grow, lead, and thrive in an AI-enabled future.