Tax Associate

**A. Company Overview**

Founded in 2012, **Occams Advisory** is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. **Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies.**

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

**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.

**C. Key Responsibilities**

**Tax Services**
- Deliver a full range of U.S. tax services, including 1040, 1120, and 1065 filings, ensuring compliance with applicable federal and state regulations.
- Review and manage tax returns and supporting work papers in accordance with U.S. tax laws.
- Provide strategic tax planning and consulting to clients throughout the tax engagement lifecycle—from initial planning to final delivery.

**Accounting & Financial Operations**
- Prepare accurate financial records in strict compliance with US GAAP.
- Lead month-end and year-end closing activities, including account reconciliations and general ledger review.
- Oversee day-to-day financial transactions such as accounts payable, receivable, payroll, and bank reconciliations.
- Prepare and deliver financial reports and performance analyses to senior leadership.
- Support annual budgeting and financial forecasting processes.

**Client Engagement & Collaboration**
- Build and sustain strong client relationships through reliable service and strategic financial guidance.
- Communicate with U.S. counterparts to resolve accounting issues and ensure alignment on financial and tax matters.
- Work closely with clients to provide exceptional service that exceeds expectations.

**Compliance & Continuous Learning**
- Ensure adherence to U.S. tax reporting requirements.
- Continuously stay updated on changes in U.S. taxation

**D. Required Qualifications & Experience**

**Education**:
**- Chartered Accountant**
- Highly preferred professional accounting certifications such as CPA, CMA, or equivalent qualifications.

**Experience**:

- Minimum 3-5 years of professional experience in accounting roles, specifically with substantial exposure to US GAAP and taxation.
- Experience in accounting roles, specifically with exposure to 1065 and 1120 returns, and expertise as a 1040 specialist.

**Essential Technical Skills**:

- Proficiency with leading tax and accounting software packages such as CCH Access and GoSystems.
- 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 and 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

Application Question(s):

- Please mention your notice period.

**Experience**:

- U.S. tax services, including 1040, 1120, and 1065 filin