Tax Associate

A. Company Overview

Founded in 2012, Occams Advisory is a global leader in business solutions, professional services, and financial advisory, specializing in growth, financing, taxation, and Bitcoin-native solutions. With an AI-first approach, we empower micro, small, and medium-sized businesses (MSMEs) through innovative technology and strategic guidance across their entire business lifecycle.

The Occams team blends Fortune 500 expertise, entrepreneurial insight, and a global perspective to deliver tailored solutions that drive sustainable growth and unlock potential. Occams has earned recognition for its industry-leading innovation, securing 9 spots on Inc. Magazine's Fastest Growing 5000 Private Companies list and 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, we were honored on Fortune's inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, with a team of over 100 professionals based in New York, Los Angeles, Toronto, Delhi, and Mumbai, our leadership hails from prestigious firms like Barclays, UBS, and Merrill Lynch, as well as top academic institutions such as NYU, Duke University, and London Business School.

We've also pioneered a Bitcoin-native solutions vertical, offering treasury and fund management services, setting us apart as a forward-thinking leader in the digital asset space.

B. About Your Role

We are seeking a highly qualified and dedicated Associate – Tax to join our esteemed tax team. In this role, you will provide critical support to our U.S.-based financial operations, contributing to tax compliance and the delivery of accurate and timely reporting.

This opportunity is ideal for professionals with a deep understanding of tax and accounting principles and U.S. GAAP compliance, who excel in dynamic, collaborative environments driven by innovation, continuous improvement, and cross-border teamwork.

The ideal candidate is meticulous, analytical, and proactive, with a strong attention to detail and a collaborative mindset—committed to delivering excellence and driving meaningful impact within a high-performance culture.

C. Key Responsibilities

• Prepare and review U.S. federal and state tax returns (1065, 1120S, 1120) for general contractors, subcontractors, and developers.
• Perform multi-state apportionment analysis and nexus determination for construction entities operating across jurisdictions.
• Analyze percentage-of-completion (POC) and completed-contract methods for accurate tax treatment.
• Handle depreciation schedules and Section 179/bonus depreciation related to heavy equipment and fixed assets.
• Assist in preparation of K-1s, tax basis calculations, and reconciliation of book-to-tax differences for construction clients.
• Communicate with U.S. engagement teams to resolve open items and clarify construction-specific tax positions (e.g., look-back calculations).
• Perform research on construction tax topics, including IRC §460, §199A, and contractor-specific tax credits or deductions.

D. Required Qualifications & Experience

Qualification:

• Bachelor's degree in Accounting, Finance, or Commerce.
• CPA, EA, or pursuing is a plus.

Experience:

• 1–3 years of experience in U.S. tax preparation (construction or real estate clients preferred).
• Ability to interpret U.S. tax laws as applied to contractors.

Essential Technical Skills:

• Strong understanding of construction entity structures: LLCs, S-corps, and partnerships.
• Familiarity with GoSystem Tax RS or CCH Axcess
• Solid understanding and proven practical application of US GAAP accounting standards and methodologies.
• Exceptional analytical, problem-solving, organizational, and multitasking skills.
• Exceptional proficiency in written and verbal English communication, enabling clear and effective collaboration with U.S.-based teams and stakeholders.
• Proven ability to work independently, prioritize tasks efficiently, and adhere strictly to deadlines.

Preferred but not mandatory skills or experiences:

• Excellent academic performance with top-quartile results throughout educational & professional qualifications.

E. Benefits & Perks

• Health Insurance for you and your dependents including parents
• Provident Fund
• 3 % Fixed CTC Budget for Learning Opportunities
• Market Leading Leave Policy
• Paid Holidays per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title : Associate - Tax
• Annual Compensation: As per Industry Standard
• Work Schedule : Office
• Nature : Full time
• Shift : 9-hour shift between 5 PM – 5 AM IST
• Location : Delhi, India