US Taxation Specialist with Bookkeeping Experience

Klio Systems, Inc.; India; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Klio Systems, Inc. is seeking a detail-oriented US taxation specialist with 3–7 years of experience to support US tax preparation, compliance, and reporting, with bookkeeping as a secondary responsibility.

You will coordinate with accountants or CPAs to maintain tax-ready records, assist with 1099-NEC and 1099-MISC reporting, and help with payroll tax documentation and year-end closings. Proficiency in QuickBooks or similar software and strong Excel skills are required.

Qualifications

• 3–7 years of relevant experience focused on US taxation or tax-compliance support and bookkeeping.
• Working knowledge of US federal and state tax processes, 1099 reporting, sales and use tax, and payroll tax documentation.
• Experience preparing tax-support schedules and coordinating with US accountants or CPA firms.
• Strong understanding of general ledger accounting, account reconciliations, accounts payable, and accounts receivable.
• Proficiency with accounting software such as QuickBooks, Xero, Sage, or NetSuite.
• Strong Excel skills, attention to detail, and ability to manage deadlines.
• Professional communication and handling confidential information.

Responsibilities

• Support preparation of federal, state, and local tax returns by compiling financial information and schedules for review by accountants or CPAs.
• Coordinate tax-compliance activities, track filing deadlines, and maintain tax-payment records.
• Collect and maintain W-9 documentation and assist with 1099-NEC and 1099-MISC reporting.
• Support sales and use tax reconciliations, return preparation, and filing coordination.
• Compile payroll tax documentation and reconcile Forms W-2, 941, and 940 with payroll providers or CPAs.
• Gather supporting records for tax notices, inquiries, and audits, escalating questions to the CPA.
• Maintain bookkeeping records, including journal entries, invoices, vendor bills, customer payments, and expenses.
• Complete bank and credit-card reconciliations and support accounts payable/receivable and month-end closing.
• Prepare financial reports and maintain confidential financial and tax records.

Skills

US tax knowledge

Bookkeeping experience

Excel proficiency

Communication skills

Attention to detail

Deadline management

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks

Xero

Sage

NetSuite

Job description

We are seeking a detail-oriented US taxation specialist with 3–7 years of relevant experience to support US tax preparation, compliance, and reporting, with bookkeeping as a secondary responsibility. The ideal candidate will coordinate with accountants or CPAs to maintain tax-ready records, support timely filings, and ensure accurate financial documentation.

Key Responsibilities

• Support preparation of federal, state, and local tax returns by compiling financial information and supporting schedules for accountant or CPA review.
• Coordinate tax-compliance activities, track filing deadlines, and maintain tax-payment records.
• Collect and maintain W-9 documentation and assist with 1099-NEC and 1099-MISC reporting.
• Support sales and use tax reconciliations, return preparation, and filing coordination.
• Compile payroll tax documentation and reconcile information related to Forms W-2, 941, and 940 in coordination with payroll providers or CPAs.
• Gather supporting records for tax notices, inquiries, and audits, escalating technical questions to the accountant or CPA.
• Maintain accurate bookkeeping records, including journal entries, invoices, vendor bills, customer payments, and expenses.
• Complete bank and credit-card reconciliations and support accounts payable, accounts receivable, and month-end closing.
• Prepare financial reports and maintain organized, confidential financial and tax records.

Required Qualifications

• 3–7 years of relevant experience, with a primary focus on US taxation or tax-compliance support and hands-on bookkeeping experience.
• Working knowledge of US federal and state tax processes, 1099 reporting, sales and use tax, and payroll tax documentation.
• Experience preparing tax-support schedules and coordinating with US accountants or CPA firms.
• Strong understanding of general ledger accounting, account reconciliation, accounts payable, and accounts receivable.
• Proficiency with QuickBooks, Xero, Sage, NetSuite, or similar accounting software.
• Strong Microsoft Excel skills, attention to detail, and ability to manage deadlines.
• Professional communication skills and sound judgment when handling confidential information.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Commerce, or a related field.
• Experience supporting US CPA firms or multiple US clients.
• Familiarity with US tax-preparation software and multi-state tax-compliance support.
• Relevant US taxation, accounting, or QuickBooks certification.