Tax Preparer

Vertex Advisory And Consultancy; Hyderabad; Hybrid; INR 600,000 - 1,200,000; Full time

Job summary

Vertex Advisory And Consultancy in Hyderabad, TS, India seeks a tax professional with 2–6 years of US corporate, partnership, and individual tax compliance experience. You will use Intuit ProSeries Professional and Drake Tax Professional to prepare and file federal and multi-state returns.

Strong knowledge of US tax laws, IRC codes, and book-to-tax adjustments is required. Excellent English communication and flexibility to work US-time shifts are essential for success.

Qualifications

• 2 to 6 years of core experience in US corporate, partnership, and individual tax compliance.
• Hands-on proficiency in Intuit ProSeries Professional and Drake Tax Professional.
• Strong foundational knowledge of US tax laws, IRC codes, book-to-tax adjustments.
• Excellent written and verbal English communication.
• Ability to work independently under tight seasonal deadlines.
• Willingness to work in shifts matching US time zones during peak tax seasons.

Responsibilities

• Tax Software Processing using ProSeries and Drake Tax for federal and multi-state returns.
• Forms-based mapping to track and reconcile trial balances on IRS forms.
• Data input of W-2s, 1099s, Schedule K-1s into Drake-based screens.
• Draft returns for 1040, 1120/1120-S, 1065 and relevant schedules.
• Run software diagnostics to resolve flags, loops, or validation errors.
• Perform book-to-tax adjustments and maintain tax workpapers.
• Complete SALT filings based on multi-state rules.
• Set up, validate, and transmit e-files to IRS and track status.

Skills

Communication Skills

Work Ethic

Shift Flexibility

US Tax Season knowledge

Education

B.Com / M.Com / MBA in Finance

Enrolled Agent (EA) or CPA

Tools

Intuit ProSeries Professional

Drake Tax Professional

Job description

Role & responsibilities

Roles & Responsibilities

• Tax Software Processing: Utilize Intuit ProSeries Professional and Drake Tax software to prepare accurate federal and multi-state US tax returns.
• Forms-Based Mapping: Leverage ProSeries forms-based interface to track and reconcile trial balances directly onto IRS forms.
• Data Input & Extraction: Navigate Drakes dedicated data entry screens to efficiently transition client income statements, W-2s, 1099s, and Schedule K-1s into the system.
• Return Preparation: Draft individual (Form 1040), corporate (Form 1120/1120-S), and partnership (Form 1065) tax returns along with relevant schedules.
• Run Software Diagnostics: Execute and clear internal diagnostic checks within Drake and ProSeries to resolve software flags, calculation loops, or validation errors.
• Financial Reconciliation: Perform book-to-tax adjustments and maintain structured tax workpapers to ensure zero mathematical errors before reviewer sign-off.
• SALT Compliance: Complete appropriate State & Local Tax (SALT) filings based on multi-state allocation rules.
• E-filing Management: Setup, validate, and securely transmit e-files to the IRS, actively tracking acceptance and rejection notifications.

Preferred candidate profile

• Experience: 2 to 6 years of core experience in US corporate, partnership, and individual tax compliance.
• Software Expertise: Mandatory, hands‑on proficiency in Intuit ProSeries Professional AND Drake Tax Professional. (Candidates without prior experience in these two specific tools will not be considered).
• Core Tax Knowledge: Strong foundational understanding of US tax laws, IRC codes, book‑to‑tax adjustments, and treatment of capital gains/depreciation.
• Communication Skills: Excellent written and verbal English communication skills to collaborate efficiently with onshore US teams and clients.
• Work Ethic: Ability to work independently under tight seasonal deadlines (US Tax Season) with high attention to detail.
• Shift Flexibility: Willingness to work in shifts matching US time zones during peak tax seasons.

Education & Certifications (Preferred but not mandatory):

• B.Com / M.Com / MBA in Finance
• Enrolled Agent (EA) or CPA (inter/freshener) status is a strong plus