Job Description

Responsibilities Responsible for U.S. income tax preparation for individuals and companies (Form 1040, 1065, 1120, the 1120S, 990, etc.). Identify potential tax credits and liabilities. Ensures accurate and complete returns are filed in a timely manner for Federal, multi-state and local income tax returns by adhering to US Tax Compliance and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare and assist in preparing simple to complex tax returns for individuals and

small businesses.

• Review various financial records like income statements, receipts of expenditures, and

previous tax returns to determine a strategy for preparing current returns. Interview clients to get a thorough picture of their financial situation.

• Prepare tax returns using electronic filing software (Pro system FX, Pro series, Lacerate,

Go System, Drake, Ultra tax, Intuit online tax), Additionally QuickBooks expertise is a must

• Help taxpayers/clients by using their federal, state, and local codes and see to it that

clients receive the maximum benefit permitted under the law of government. Uncover potential deductions and credits. Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes. Resolve customer queries.

• Verify totals on past forms for accuracy.

• Calculate and invoice for form preparation fees.

• Perform necessary bookkeeping to keep financial records up-to-date.

• Assist the operations team with their daily workload.

KEY PERFORMANCE INDICATORS (KPI) These KPIs will be essential in assessing the performance of the abovementioned duties and responsibilities.

• Average 3 hours per tax return for different complexities

• Accuracy of work. The number of errors per form.

• Additional hours on operations work

• Client & Employers Satisfaction

Qualifications QUALIFICATIONS

• Quickbooks Expertise

• Minimum 1 year of experience in preparing US tax returns.

• College Degree in any relevant field, for example, commerce or finance.

COMPETENCIES:

• US GAAP \xe2\x80\x93 Strong knowledge of US Generally Accepted Accounting Principles (GAAP) or

willing to study independently to acquire this knowledge.

• US Taxation - Strong knowledge of US Taxation rules for individuals and corporates. Must

know how to look up relevant information online.

• Software Expertise \xe2\x80\x93 Expert knowledge of at least one tax preparation software. Must be

able to learn new similar software. Examples of software: Pro System FX, Pro Series, Lacerte, Go System, Drake, Ultra Tax, Intuit Online Tax, Quickbooks, Xero

• Detail oriented \xe2\x80\x93 Must be able to juggle large numbers of details simultaneously while

not losing track of their relationships with each other.

• Communication - Communicates clearly, fluently and in a compelling manner to create

understanding. Actively listens to people to understand and seek feedback.

• Ownership and Accountability for Results - Demonstrates ownership for goals. Drives

himself and others to achieve desired results. Reviews and monitors progress with course correction to ensure success. Raises the bar after each achievement.

• Learnability - Proactively seeks opportunities to learn and relearn. Seeks new

challenging experiences without fear of failure. Quickly attains mastery even in unrelated areas. Utilizes learning for improving performance. PHYSICAL DEMANDS The ability to communicate orally with management, and other co-workers, both individually and in front of a group is crucial. Regular use of the telephone and e-mail for communication is essential. Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for regular conversations, receiving ordinary information, and preparing or inspect documents. WORK ENVIRONMENT The job is performed indoors in a modern open office setting. ADDITIONAL DETAILS FOR CANDIDATES Industry: ITeS/IT/BPO Location: India Salary: As per market standards Job Types: Full-time, Regular / Permanent Benefits:

• Commuter assistance

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus

Application Question(s):

• Name the forms of experience you have as a US Tax Preparer.
• Name the Software you have experience with as a US Tax Preparer.

Experience:

• total work: 1 year (Required)

Work Location: Remote