Tax Preparer and Reviewer

Preferred Tax Consultancy; Ahmedabad District; In loco; INR 900.000 - 1.400.000; Tempo pieno

Descrizione del lavoro

Preferred Tax Consultancy in India seeks a Senior Tax Preparer and Reviewer to manage the full U.S. tax prep lifecycle from document intake to e-filing.

The role requires 4–5 years of US tax return experience, and proficiency with Forms 1040, 1120, 1120-S, and 1065, as well as Drake Tax and QuickBooks Desktop. You will also handle foreign tax compliance and communicate complex tax details clearly to clients, while working autonomously with accountability and minimal supervision.

Competenze

• 4–5 years of hands-on U.S. tax return experience.
• Strong working knowledge of Drake Tax Software for individual and business returns.
• High proficiency in QuickBooks Desktop for bookkeeping and reconciliation.
• Deep understanding of Forms 1040, 1120, 1120-S, and 1065 and foreign tax rules.
• Excellent verbal and written communication with client-facing experience.
• Autonomous with accountability and end-to-end workflow ownership.

Mansioni

• End-to-End Tax Management: drive the entire tax return process from data gathering to e-filing.
• Tax Preparation & Review: prepare and review Forms 1040, 1120, 1120-S, and 1065 in dual roles.
• Bookkeeping & Reconciliation: perform bookkeeping using QuickBooks Desktop.
• Foreign Tax Compliance: ensure accuracy of foreign tax reporting and compliance.
• Client Communication: clearly explain tax matters, liabilities, and refunds to clients.

Conoscenze

US tax prep

Drake Tax

QuickBooks Desktop

1040/1120/1120-S/1065

Foreign tax

Client comms

Autonomy

Strumenti

Drake Tax

QuickBooks Desktop

Descrizione del lavoro

Role Summary

We are seeking a highly skilled and detail-oriented Senior Tax Preparer and Reviewer to join our team. In this role, you will be responsible for managing the complete U.S. tax preparation lifecycle, from checking document to final e-filing. The ideal candidate will have extensive experience with individual and business tax returns, strong bookkeeping foundations, and the ability to act as both a hands-on preparer and an acute reviewer. If you excel at client communication and can navigate complex tax compliance—including foreign reporting—with independence and accuracy, we want you on our team.

Key Responsibilities

• End-to-End Tax Management: Independently drive the entire tax return process. Request and review client documents, resolve open items efficiently, finalize returns, secure client approvals, and execute e-filing.
• Tax Preparation & Review: Prepare and meticulously review both individual and business tax returns, including Forms 1040, 1120, 1120-S, and 1065. Function comfortably in a dual capacity as both a preparer and a reviewer of peer or junior work.
• Bookkeeping & Reconciliation: Perform comprehensive bookkeeping tasks, including recording financial transactions, maintaining accurate financial records, and reconciling accounts using QuickBooks Desktop.
• Foreign Tax Compliance: Ensure all foreign tax reporting and compliance requirements are identified and accurately fulfilled.
• Client Communication: Act as a primary point of contact for clients. Professionally and clearly explain complex tax matters, including tax liabilities, expected refunds, and overall return details

Required Skills and Qualifications

• Experience: A minimum of 4 to 5 years of proven, hands-on experience in U.S. tax return preparation.
• Software Proficiency (Tax): Strong working knowledge of Drake Tax Software and its advanced features for individual and business returns.
• Software Proficiency (Accounting): High proficiency in QuickBooks Desktop for all bookkeeping and reconciliation needs.
• Technical Knowledge: Deep understanding of Forms 1040, 1120, 1120-S, and 1065, alongside a solid grasp of foreign tax compliance regulations.
• Interpersonal Skills: Exceptional verbal and written communication skills with a track record of translating complex tax jargon into easily understandable concepts for clients.
• Work Ethic: Highly autonomous with a strong sense of accountability to manage end-to-end workflows without micromanagement.