US Individual Tax Analyst

Job Summary

We are seeking a detail-oriented and motivated US Individual Tax Analyst with a minimum of 2 years of experience in US tax compliance. In this role, you will be responsible for preparing and analyzing US federal, state, and local individual tax returns (Form 1040) and supporting schedules. The ideal candidate has a strong foundational knowledge of US tax laws, excellent analytical skills, and experience working in a fast-paced environment.

Key Responsibilities

• Tax Preparation: Prepare complex US individual federal and state tax returns (Form 1040, 1040-NR), including schedules A, B, C, D, and E.
• Expat & International Tax: Assist with international tax compliance forms such as Form 2555 (Foreign Earned Income), Form 1116 (Foreign Tax Credit), FBAR (FinCEN Form 114), and FATCA (Form 8938).
• Data Analysis: Review and analyze client financial records, W-2s, 1099s, K-1s, and brokerage statements to extract relevant tax information.
• Tax Research: Conduct basic research on federal and state tax technical issues to support planning and compliance.
• Quality Assurance: Ensure all tax returns are prepared with high accuracy and comply with current IRS rules and regulations.
• Communication: Coordinate with senior reviewers and managers to resolve open points and gather missing documentation from clients.

Candidate Profile & Qualifications

• Experience: Minimum 2 to 4 years of core experience in US Individual Income Tax (Form 1040) preparation.
• Education: Bachelors or Masters degree in Commerce, Accounting, Finance, or a related field.
• Technical Skills: Proficiency in professional US tax software Drake and MS Office (especially Excel).
• Core Competencies: Strong understanding of US tax concepts, high attention to detail, and robust analytical skills.
• Soft Skills: Excellent written and verbal English communication skills, with the ability to manage seasonal workloads effectively.

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive health and wellness benefits.
• Flexible working arrangements and cross-border team exposure.