Job Description

Role & Responsibilities

• Coordinate outsourced US Tax preparation work with Client [1040, 1065, 1120, 1120-S etc.]
• Prepare and Review US Individual & Corporate tax returns with appropriate schedules [1040, 1065, 1120, 1120-S] in Tax Software
• Prepare Multi State Tax Returns
• Find tax solutions to complicated tax issues or errors from incorrect tax filings.
• Make sure that clients comply with federal, state, and local tax regulations.
• Advise on the impact of tax liabilities and corporate strategies or new tax laws.

Knowledge & Skills: 

• Conduct comprehensive interviews with clients to gather necessary financial information for tax return preparation.
• Analyse financial records, including income statements, balance sheets, and other relevant documents, to ensure accurate tax reporting.
• Stay updated on federal and state tax regulations to ensure compliance and maximize potential deductions for clients.
• Prepare and review individual and business tax returns in accordance with established procedures and guidelines.
• Collaborate with clients to address any inquiries or concerns related to their tax returns.
• Maintain confidentiality and adhere to ethical standards when handling sensitive financial information.
• Assist in resolving tax-related issues, including audits and inquiries from tax authorities.

 Qualifications:

• Chartered Accountant
• Enrolled Agent
• Certified Public Accountant