Tax Specialist

1 week ago


Kolkata, India Stellent.AI Full time

Job SummaryStellent.ai is hiring a  Tax Specialist  to manage US tax compliance and advisory with emphasis on  IRS correspondence/representation, tax planning, and specialized filings  including  real estate tax savings strategies, trust returns, franchise tax, SALT compliance , and  expatriate/international tax  work. The role requires staying current with tax law changes, strong documentation, and the ability to drive cases from intake through resolution (including outsourced delivery models for US-based clients).Key ResponsibilitiesPrepare/review US returns for  individuals and businesses  in compliance with  federal and state  requirements, including  1040, 1065, 1120S, 1120  (W-2, self-employed, small business owners)Prepare and file  expatriate/international  returns and forms as applicable:  1116, 2555, FBAR, 8938, 5471 ; advise on  tax treaties, residency issues, FATCA/FBAR  compliancePrepare/review  trust  and  franchise tax  returns; support  SALT compliance  and state filings where applicableManage  1099 generation  and year-end contractor reporting workflowsMonitor  tax law changes , perform technical research, and translate updates into client-ready guidance and compliant filingsHandle  IRS notices  end-to-end, including  penalty/interest abatements using POARepresent clients before  IRS Revenue Officers  for  Offer in Compromise  and  Installment Agreements ; initiate  Taxpayer Advocate Service  cases when neededDeliver  tax planning and savings strategies , including  real estate tax planning  and coordination/support for  cost segregation  work to accelerate depreciationProvide tax consultations, document technical conclusions, and tailor solutions by understanding the client’s financial situationManage  outsourced tax preparation projects  for US-based clients (coordination, quality review, and timely delivery)Required Tools (one per category)Tax Software:  CCH Axcess or similarAccounting Review Tool:  QuickBooks or similarSpreadsheet:  Microsoft Excel (MS Office) or similarIRS Tooling:  IRS e-Services or similarWorkflow / Document Handling:  ProConnect or similarDocument Management (receipts/statements):  Dext or similarPayroll Support Tool:  Drake or similarQualificationsEA/US tax experience with strong exposure to  IRS representation  and notice resolutionStrong knowledge of  international tax compliance  (FATCA/FBAR, treaties, residency) as relevant to engagementsProven experience with  POA, abatements, OIC/IA , and escalation to  TAS  when neededStrong communication, client-handling, and technical documentation skillsGood to have:  CPA / CA / CFA (completed or pursuing)



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