US Tax Associate

Job Profile: US Tax Associate (Remote) for a US Accounting & CPA Firm

Job Type: Full Time

Job Summary: USA Tax Gurus LLC, a remote US Tax and Accounting firm, is seeking a dedicated and detail-oriented Tax Associate to join our growing team. The ideal candidate will have a minimum of 2 years of experience in tax preparation, with a preference for those holding a Certified Public Accountant (CPA) or Enrolled Agent (EA) license. Experience with expat or international tax returns is highly preferred. In this role, you will support the preparation of tax returns, assist with tax planning, handle bookkeeping tasks, and contribute to client onboarding efforts while working closely with senior team members.

Responsibilities:

Tax Compliance:

• Assist in preparing tax returns for individuals, partnerships, corporations, and other entities, including forms 1040, 1040NR, 1120, 1120S, 1065, 5471, 5472, and others as required.
• Support expat and international tax return preparation under the guidance of senior staff.
• Stay informed on current tax laws, regulations, and filing requirements through training and research.
• Conduct tax research and analysis to support compliance efforts.

Tax Planning and Advisory:

• Assist in providing tax planning advice to clients, identifying opportunities for tax optimization and cost-saving strategies.
• Support senior staff in analyzing tax implications to help clients make informed financial decisions.
• Help clients understand tax-efficient deductions and credits (Sch C/Sch E).

Bookkeeping and Financial Reporting:

• Assist clients with bookkeeping tasks, ensuring accurate recording of financial transactions.
• Support the preparation of financial statements, balance sheets, and income statements.
• Perform basic financial analysis to provide insights to clients under supervision.

Client Onboarding:

• Work closely with the firm owner (Akhil Bansal CPA) to assist in onboarding new clients.
• Be available during US morning hours (India evening hours – max till 12 am IST) for client calls.
• Participate in client onboarding processes, including gathering information, verifying documents, and setting up client profiles.
• Help establish strong relationships with clients by addressing their concerns and providing excellent customer service.

Process Development and Support:

• Assist in implementing processes and standard operating procedures (SOPs) to ensure consistency and quality in service delivery.
• Support efforts to streamline workflows and improve efficiency under the direction of senior staff.

Team Collaboration:

• Collaborate with senior team members to learn best practices and contribute to team goals.
• Participate in training sessions on tax regulations, software tools, and firm processes.
• Assist in reviewing junior team members' work as needed, providing constructive feedback.

Qualifications:

• Minimum of 2 years of experience in tax preparation, preferably with exposure to individual and business tax returns.
• CPA or EA license is preferred but not required.
• Experience with expat or international tax returns (e.g., forms 1040NR, 5471, 5472, 2555, 1116, 8621, 8938) is highly preferred.
• Familiarity with preparing tax forms such as 1040, 1120, 1120S, 1065, and others.
• Basic knowledge of business and individual tax regulations, laws, and compliance requirements.
• Exposure to tax planning and advisory services is a plus.
• Experience with bookkeeping tasks and financial reporting.
• Strong communication and interpersonal skills to interact with clients and team members.
• Detail-oriented with analytical and problem-solving abilities.
• Willingness to learn and grow within a supportive team environment.

At USA Tax Gurus, we are committed to fostering a diverse, inclusive, and equitable workplace. We welcome applicants of all genders, races, religions, ages, ethnicities, sexual orientations, disabilities, and other backgrounds. Our hiring process is conducted with fairness and without bias, ensuring equal opportunities for everyone. We believe in empowering individuals to build their careers while maintaining a healthy work-life balance and contributing to exceptional client service.

If you believe you meet the criteria above, we encourage you to apply and explore the opportunity to join our team.

Job Type: Full-time

Benefits:

• Flexible schedule
• Work from home

Application Question(s):

• How many years of experience do you have in US taxation?
• How many years of experience do you have handling international tax matters (Forms 2555, 1116, 8938, 8621, 5471, 8865, etc.)?
• Calculation question: A foreign individual was present in the US for 106 days in 2024, 150 days in 2023, and 160 days in 2022. As per the Substantial Presence Test, how many days count toward 2024?
• Calculation question: Will you file a 1040 or 1040NR for this foreign individual based on your answer in the question above?