US Tax Reviewer - Individual Return (Contractual)

Credfino; Indore District; Hybrid; INR 3,00,000 - 5,00,000; Part time

Job summary

A leading tax services company in Indore is seeking a US Tax Reviewer specializing in Individual Tax Returns. The role requires 3-5 years of experience in US taxation and knowledge of IRS regulations. The successful candidate will finalize tax returns and mentor junior staff while working in a flexible environment. Opportunities for career growth and professional development in US taxation are available.

Benefits

Performance-based bonuses

Flexible work hours

Continuous learning support

Qualifications

• 3-5 years of experience in preparing and reviewing US Individual Tax Returns (Form 1040).
• Strong knowledge of US tax laws and regulations.
• Proficiency in Microsoft Excel and tax software.

Responsibilities

• Review and finalize Form 1040 Individual Tax Returns.
• Ensure accuracy and compliance of all tax filings.
• Provide guidance and feedback to junior staff.

Skills

Attention to detail

Analytical skills

Communication skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Drake

Lacerte

UltraTax

ProSeries

ProConnect

Job description

US Tax Reviewer - Individual Return

Introduction to Credfino: At Credfino, we partner with US and Canadian accounting and tax firms to solve one of their biggest challenge - finding skilled staff without losing profitability. Our offshore staffing model helps firms expand capacity, reduce costs, and grow sustainably, all while staying within budget.

But what makes Credfino different?

• We add a layer of quality, which means every team member's work is reviewed by senior staff, ensuring top-tier quality.
• Our people are trained on the latest tools and platforms, including AI-powered tools too.
• We also help firms grow with marketing support tailored to the accounting industry.

Credfino exists to make firm owners' lives easier and help them scale their firm.

About the Role:

We are seeking an experienced and detail-oriented US Tax Reviewer specializing in Individual Tax Returns (Form 1040) to join our growing Tax Review team. As a Tax Reviewer, you will be responsible for reviewing and finalizing individual tax returns prepared by junior and mid-level tax preparers. You will ensure accuracy, compliance, and completeness of all tax filings while providing guidance and feedback to improve team performance. This role is ideal for professionals with 3-5 years of experience in US Individual Taxation who have a strong understanding of IRS regulations, review processes, and quality control standards.

What You'll Be Doing:

• Review and finalize Form 1040 Individual Income Tax Returns, including related schedules (A, B, C, D, E, SE, etc.).
• Review supporting documents such as W-2s, 1099s, 1098s, K-1s, and other financial data for accuracy and completeness.
• Verify correct application of deductions, credits, dependents, and filing statuses as per IRS rules.
• Identify errors or inconsistencies and provide clear review notes and actionable feedback to preparers.
• Ensure compliance with IRS and state-specific regulations for federal and multi-state filings.
• Review amended returns (1040X), extensions, and estimated tax payments, as needed.
• Coordinate with clients and senior tax managers to resolve complex or high-value cases.
• Maintain internal review logs and documentation to support audit trails and quality assurance.
• Assist in training and mentoring tax preparers, ensuring adherence to firm review standards.
• Stay updated with IRS updates, tax law changes, and filing requirements.
• Collaborate closely with the Tax Preparation & Quality Review teams to meet deadlines during the peak season.

Need to Have (Must Requirements):

• Bachelor's degree in Accounting, Finance, Commerce, or related field.
• 3-5 years of experience in preparing and reviewing US Individual Tax Returns (Form 1040).
• Strong knowledge of US tax laws, residency rules, deductions, and credits.
• Proficiency in tax software such as Drake, Lacerte, UltraTax, ProSeries, or ProConnect.
• Excellent command of Microsoft Excel and other MS Office applications.
• Strong analytical skills, attention to detail, and accuracy in review work.
• Ability to identify and resolve errors quickly and effectively.
• Excellent written and verbal communication skills.
• Ability to handle multiple reviews under strict deadlines.
• A team player with a proactive approach to quality and compliance.

Good to Have:

• EA, CPA, or PTIN certification preferred.
• Experience managing review workflows in a US CPA or tax outsourcing firm.
• Familiarity with multi-state or expatriate returns.
• Working knowledge of QuickBooks or other accounting platforms.
• Exposure to process improvement, automation tools, or AI-assisted review systems.

Why Join Credfino:

• Opportunity to review high-quality US tax filings for global CPA firms.
• Continuous learning and certification support in US taxation and compliance.
• Performance-based bonuses and seasonal incentives.
• Flexible work hours outside peak season.
• A supportive, collaborative, and inclusive environment focused on growth and innovation.
• Clear career path toward senior review and tax management roles.

Diversity & Inclusion Commitment

At Credfino LLP, we believe that diversity drives innovation and inclusion builds stronger teams. We are committed to creating an environment where every employee feels respected, valued, and empowered to contribute. We welcome applicants from all backgrounds and celebrate differences in culture, perspective, and experience.

Additional Information

• Job Type: Contractual
• Location: Indore (M.P.) - On-site
• Timings: 2:00 PM - 11:00 PM IST (Monday to Saturday). You may be required to work additional hours as needed.
• This position is also open for part-time engagement and can be performed remotely.We are flexible with the structure and are open to discussing an hourly compensation model based on experience and availability.
• Salary: As per industry standards for entry-level roles
• Growth Opportunities: Structured training, international exposure, and long-term career development in US Taxation & Compliance.