Senior US Tax Consultant

TaxBuddy.com; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

TaxBuddy.com in Mumbai provides US taxation services to expatriates and US-based clients. They seek a senior tax professional with 5+ years of experience in US taxation to support complex returns and mentoring.

You will prepare and review US federal tax workpapers, map client books into tax software, and coordinate daily with US clients by email and calls. Expatriate tax knowledge is a plus.

Qualifications

• 5+ years total experience in US taxation.
• 2+ years in tax review and 3+ years at staff/preparer level.
• Strong knowledge of US tax forms and expatriate taxation.

Responsibilities

• Prepare and review U.S. federal tax workpapers and filings (Forms 1040, 1120, 1120S, 1065, 1041, 3520, 5471, 5472, 8865, 8858, 8621, 926, 8886, K-1).
• Map client books into tax software (CCH Axcess, ProSystem fx, Drake).
• Review Schedule L, M-1, M-2, Form 4562 and reconcile income to tax.
• Mentor and manage a team of tax return preparers.
• Coordinate daily with US clients via email and calls.
• Conduct technical training sessions for junior staff.
• Ensure timely completion and quality review of all deliverables.

Skills

US tax concepts

Team leadership

Tax software

Analytical thinking

Learning agility

Tools

CCH Axcess

ProSystem fx

Drake

Job description

TaxBuddy.com provides US taxation services, offering expert tax preparation services to a diverse clientele, including expatriates. We are seeking professionals who are passionate about tax laws and can provide high-quality service to our US-based customers.

Shift Timings: 9:00 AM - 6:30 PM ( May be required to make calls in US time zones)

Experience Required: 5+ years total (2+ years in tax review, 3+ years at staff/preparer level)

Key Responsibilities:

• Prepare and review U.S. federal tax workpapers and filings, with direct experience in: Forms: 1040,1120, 1120S, 1065, 1041, 3520, 5471, 5472, 8865, 8858, 8621, 926, 8886, K-1
• Ensure accurate mapping of client books into tax software (e.g., CCH Axcess, ProSystem fx, Drake)
• Strong working knowledge of: Schedule L, M-1, M-2, Form 4562
• Reconciliation of ordinary business income to taxable income
• Review and diagnose software-level errors and correct them proactively
• Familiarity with U.S. federal and state tax laws, including expatriate and foreign national taxation
• Manage and mentor a team of tax return preparers
• Prepare complex tax returns
• Coordinate daily with U.S. clients via email and calls
• Conduct technical training sessions for junior staff
• Ensure timely completion and quality review of all deliverables

Skill Requirements:

• Strong accounting foundation and U.S. tax concept clarity
• Analytical thinking and problem-solving ability
• Comfort with learning and adapting to tax technology tools