US Individual Tax Reviewer

5 days ago

Bengaluru, India FinloTax Inc. Full time

Finlotax Services Private Limited - Bookkeeping, Entity formations, tax prep, tax planning, & tax consulting services. We specialize in helping high net worth individuals, startups, growing companies navigate the complex world of taxation to ensure compliance with relevant tax laws and regulations while optimizing their financial strategies.

The Role

You will be responsible for :

  • Tax Preparation, Review and Tax Compliance filings
  • IRS/State notice handling and representation
  • Tax Preparation proficiency
  • FBAR and FATCA filings
  • Self learning and research complex tax topics
  • Notice handling and prepare responses to IRS and respective state departments
  • Supervise and train the tax preparers
  • Form 1040 – U.S. Individual Income Tax Return
  • Form 1040NR – U.S. Nonresident Alien Income Tax Return
  • Form 1040-ES – Estimated Tax for Individuals
  • Form 2555 – Foreign Earned Income Exclusion
  • Form 1116 – Foreign Tax Credit
  • Form 5471 & 5472 – Information Return of U.S. Persons with Foreign Corporations
  • Form 8865 – Return of U.S. Persons with Respect to Certain Foreign Partnerships
  • Form 8854 – Initial and Annual Expatriation Statement
  • Form W-2 & W-4 – Wage and Tax Statement / Employee’s Withholding Certificate
  • Form W-9 – Request for Taxpayer Identification Number (TIN)
  • FBAR (FinCEN Form 114) – Report of Foreign Bank and Financial Accounts

Ideal Profile

Requirements:

  • Good Communication skills
  • Fluency in English (written and spoken)
  • This is a full-time on-site role for a US Tax Reviewer - Individual Tax
  • The role involves reviewing and analyzing individual tax returns, interpreting tax laws, and providing tax advice to clients.
  • The Tax Reviewer will be responsible for ensuring accuracy and compliance with tax regulations.
  • Quick learner, enthusiastic, positive demeanor, and a team player
  • Ready to work long hours during busy season times
  • Flexibility and be able to meet the deadlines & work based on the urgency of the projects
  • 5 to 6 years of experience in preparation and reviewing form 1040 and necessary schedule
  • Knowledge of Tax Law and Regulations
  • Experience in handling complex Tax returns
  • Experience in handling PFIC, RSU/ESPP/Stock Options, Sale of Property (Sec 121, 1031 exchange)
  • Form 5471 informational tax return of foreign entity, FBAR and Form 8865
  • Strong analytical and problem-solving skills
  • Excellent attention to detail
  • EA or relevant certification is a plus
  • Bachelor's or Master's degree in Accounting, Finance, or related fiel
  • Experience in handling complex tax returns such as PFIC, RSU/ESPP/Stock Options
  • Experience in handling Schedule C, D and rental incomes (Schedule E)
  • Experience in handling multi state tax returns
  • Knowledge of Tax Law and Regulations
  • Experience in handling complex Tax returns
  • Sale of primary house and investment property computations
  • Strong analytical and problem-solving skills
  • Experience in Drake tax software is plus
  • EA or relevant certification is a plus

What's on Offer?

  • Attractive Salary & Benefits
  • Opportunity to make a positive impact
  • Flexible working options
  • Work from Home in case of exceptional cases
  • Yearly Bonus based on Performance
  • Yearly Increment

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