Senior Associate - Accounting & Finance

Role Summary

We are seeking a detail-oriented U.S. Tax Preparer responsible for preparing individual and business tax returns in compliance with IRS regulations. The role involves reviewing client documents, preparing accurate returns using tax software, and ensuring timely, error-free filings through effective coordination with internal reviewers.

Key Responsibilities

• Review client documents including W-2s, 1099s, 1098s, K-1s, brokerage statements, and financial records
• Prepare individual tax returns (Form 1040) with applicable schedules
• Assist in preparation of business tax returns (Forms 1120, 1120S, and 1065)
• Enter and manage financial data in tax software
• Reconcile income sources such as wages, interest, dividends, and capital gains
• Handle applicable foreign reporting (Forms 2555, 8938, FBAR)
• Identify missing or inconsistent information and raise client queries
• Resolve software diagnostics and validation errors
• Maintain organized, indexed, and well-documented workpapers aligned with compliance standards
• Support review and finalize returns for e-filing

• Bachelors or Masters degree in Accounting (B.Com, M.Com, or equivalent)
• 2–3 years of experience in U.S. tax preparation
• Strong knowledge of U.S. individual and business taxation
• Experience with tax software (Drake, ProSeries, Lacerte, UltraTax, ProConnect)
• Proficiency in Microsoft Excel
• Strong analytical and research aptitude
• High attention to detail with strong concentration and focus

• Experience working with U.S. CPA firms
• Knowledge of foreign reporting and multi-state taxation
• Familiarity with U.S. tax compliance and documentation standards

Work Expectations

• Ability to manage multiple returns simultaneously in a deadline-driven environment
• Ability to meet strict tax filing deadlines
• Consistent accuracy and strong documentation practices
• Effective communication and coordination skills
• Ability to work independently within structured processes