Senior Associate

Company: Numera

Location: Bangalore/Udupi, Karnataka/ Hybrid

Role: Senior Associate (Reviewer) - US Individual Taxation

Qualification: Graduation/PG; EA is an added advantage

Experience: 4 - 6 years

Reporting To: Associate Manager/ Tax Manager

Who we are:

Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.

What is the role:

We are seeking a Senior Associate to join our dynamic team. This role offers the opportunity to lead and contribute to critical US individual tax operations, support client engagements, and help strengthen tax compliance processes. The position is based in Bangalore or Udupi, Karnataka, and leverages 4-6 years of experience in US tax returns, international information reporting, and tax compliance.

What you would do:

• Preparation /review of US Individual & Business tax returns Form 1040, 1040NR, including state income tax filing
• Demonstrate a high level of quality in tax return preparation/review
• Solely able to handle simple to medium complex returns
• Knowledge on International information reporting (FBAR, FATCA, Form 8621, etc)
• Understand the client's filing requirement depending on their tax scenario and help the client with 100% compliance as per the rules
• Solid understanding of the US tax implications for Individual tax filing
• Researching, analyzing, and interpreting changing tax rules.
• Explaining the different tax laws to clients and helping them understand their legal obligations and adapt to changes in tax legislation
• Representing Clients in front of the IRS for tax matters
• Regular contribution to in-house training meetings on technical topics
• Supervising Tax Assistants, in conjunction with managers, and contributing towards their career development
• Added advantage for people working in Drake / Lacerate tax software. Delivery management

Delivery Management:

• Responsible for extensive client leads and managing the same end-to-end (data gathering, validation, client clarifications, review, delivery of returns, and billing).
• Management of each clients tax compliance by setting up the right expectation for the work scope to be performed and the delivery timeline.
• Recognition of complex client issues and effective communication of those to the Manager / Director and client at the appropriate time.
• Taking responsibility for all compliance processes and monitoring the various filing requirements.
• Making sure that there are no client escalations and that the preparers properly follow the tax return processes.
• Active involvement in building client relationships.
• Full involvement in the billing process & client follow-ups.
• Go overboard in finishing the tasks within deadlines and making sure that the entire team is driven to perform within deadlines.

What you need:

• General computer skills (MS Word, MS Excel, Outlook, PPT, PDF, etc.)
• Strong communication, customer service management, and presentation skills.
• Must be able to demonstrate multitasking capacity
• Strong analytical and technical research skills
• Ability to teach, mentor, and guide
• Ability to meet deadlines through multitasking
• Capability to thrive in a fast-paced, team-oriented environment
• Positive attitude with a desire to build strong relationships with clients and peers
• Must be highly organized with a strong attention to detail, and the ability to work independently
• Must be responsible, reliable, a great team player, and positive in any circumstance
• Must take the ownership/bottom-line for the work performed by the team

Here are some bonus points:

• Schedule: Committed, Ability to work long hours during busy seasons.
• Hours 9.30 pm to 6.30 am during season, 2:00 pm to 11:00 pm Off-season
• Work Type: On-Site
• Benefits: Health insurance, paid leave, professional development support.

This role is more than a seat at the table its a chance to help build the table. If youre ready to bring energy, ownership, and vision for a growing firm, we want to hear from you.

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