US Tax Associate

Finsmart Accounting Pvt Ltd.; Pune District; On-site; INR 420,000 - 660,000; Full time

Job summary

Finsmart Accounting Pvt Ltd in Pune, India, is seeking a US Tax Return Specialist to join its outsourced accounting team. You will prepare US tax returns for individuals, partnerships, and corporations, and interact with clients to gather missing information.

The role requires at least 1.5 years of US tax prep experience, strong knowledge of US taxation, and proficiency in MS Excel, CCH, and QBO. Excellent written and verbal English communication is essential.

Qualifications

• Minimum 1.5 years of experience in US tax return preparation.
• Strong working knowledge of US taxation.
• Proficiency in MS Excel; knowledge of CCH preferred.
• Basic understanding of QuickBooks Online (QBO).
• Experience with individual tax returns essential.

Responsibilities

• Prepare US tax returns for individuals and entities.
• Review and analyze client financial and tax documents.
• Apply US tax provisions, including deductions and exemptions.
• Manage client queries and requests for missing information.
• Independently handle end-to-end tax return preparation and reporting.

Skills

US taxation knowledge

English communication

Client interaction

Tools

MS Excel

CCH

QBO

Job description

Finsmart Accounting is a global accounting and finance outsourcing partner serving CPA firms, multinational corporations, and growing businesses. Since 2007, we have helped 300+ clients across multiple countries scale their finance operations through skilled accounting professionals and technology-enabled solutions. Our services include bookkeeping, accounting, tax, payroll, compliance, financial reporting, and virtual finance support. At Finsmart, we are driven by our core values of Partnership, Authenticity, Agility, Trust, and Joy, fostering a high-performance culture where professionals can build meaningful careers while helping clients accelerate growth.

Job Description

About Us : Finsmart Accounting is a niche outsourced accounting firm specializing in Accounting, Compliance, and Payroll services. With a commitment to excellence and a focus on delivering high-quality financial solutions, we have established ourselves as a trusted partner for businesses seeking expert financial services.

Key Responsibilities:

• Prepare US tax returns for Individuals, Partnerships, Corporations, and S-Corps (Forms 1040, 1065, 1120, 1120S, 1099, etc.).
• Review and analyze client financial and tax documents, including bank statements and supporting schedules.
• Apply provisions of US taxation, including deductions and exemptions, accurately.
• Manage client queries related to missing information and clarifications.
• Independently handle end-to-end tax return preparation and reporting.

Requirements

Requirements:

• Minimum 1.5 years of experience in US tax return preparation.
• Strong working knowledge of US taxation.
• Proficiency in MS Excel; knowledge of CCH preferred.
• Basic understanding of QBO will be an added advantage.
• Prior experience in individual tax returns is essential.
• Strong written and verbal communication skills.

Candidate Specification:

• Good knowledge in US taxation and tax codes. Good written and Verbal Communication in English. Should independently interact and handle client and client calls. Excellent in email communication.
• Pro-active, smart, good with Accounting and taxation. Should be organized and detail oriented.
• Good Client communication and management skills. Excellent written and Verbal communication in English is a must.
• Good Knowledge of MS Office and US Taxation Software's

Shift Timing:

2:30 PM – 11:30 PM (extended to 3:30 PM – 12:30 AM during tax season)