About this role
Opportunity Title: US Direct Tax Preparation and Review
Position: AM /LAM
Skills and Experience
• Post Graduate Degree (MBA/ M. Com) from an accredited university. • 7-10 years of experience in US Individual tax. • Good communication skills to deliver message to client on call. • Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns. • Experience in working with MS Office. • Should be willing to work in any shifts throughout the season. • Maintain flexibility to work extra hours, as necessary, to meet client commitments.
Opportunity Title: US Direct Tax Preparation and Review
Position: AM /LAM
Skills and Experience
• Post Graduate Degree (MBA/ M. Com) from an accredited university. • 7-10 years of experience in US Individual tax. • Good communication skills to deliver message to client on call. • Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns. • Experience in working with MS Office. • Should be willing to work in any shifts throughout the season. • Maintain flexibility to work extra hours, as necessary, to meet client commitments.
Responsibilities
• Analysis of client provided data. (Includes Handwritten information, identifying duplicate documents, etc.,) • Preparation and Review of US Individual (Form 1040 and Trust returns (Form 1041). • Thorough understanding of Form 1040, various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns • Through understanding US Business and Rental Dispositions. • Through understanding of Various Schedule K-1’s. • Through understanding of Settlement Statements. • To maintain client tracker report on daily basis • To maintain time sheet tracker on daily basis and submit every week • Timely delivery of the client engagements • To adhere to client guidelines at all times • To provide the Process Training regularly to the team members • To work on the feedback received from QA and improve on quality • Regular interaction with clients and discusses on error and feedback
Opportunity Title: US Direct Tax Preparation and Review
Position: AM /LAM
Skills and Experience
• Post Graduate Degree (MBA/ M. Com) from an accredited university. • 7-10 years of experience in US Individual tax. • Good communication skills to deliver message to client on call. • Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns. • Experience in working with MS Office. • Should be willing to work in any shifts throughout the season. • Maintain flexibility to work extra hours, as necessary, to meet client commitments.