
Tax Professional Lead
14 hours ago
Job Overview
- We are seeking a Tax Senior Associate to join our team. As a Senior Associate, you will be responsible for reviewing moderate to complex tax returns prepared by junior staff.
Responsibilities:
- You will display a good understanding of basic and moderate tax concepts on individual tax returns (1040) and enhance your tax knowledge through client work and staying up-to-date with tax developments.
- You will ensure timely delivery of tasks assigned to junior staff and provide assistance as needed.
- You will train and assist junior staff with their questions on a day-to-day basis.
- You will assist the team in tax research and develop a deep understanding of tax theory and principles to apply them appropriately on individual tax returns.
- You will communicate effectively with teams in India and the US and foster a supportive and collaborative team environment.
Requirements:
- Strong written and verbal communication skills.
- Attention to detail.
- Excellent interpersonal skills and coaching abilities.
- Experience with US individual tax returns, including complex situations and high-net-worth individuals.
- Good knowledge of moderate and complex tax concepts, including forms like 8621, 5471, 1116, 2555, 6252, and Passthrough reporting.
Candidate Profile
- Minimum of 3-6 years of experience in US Individual taxation (1040).
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