Qualifications
- Bachelors degree in Accounting or other relevant field required
- Masters degree in Accounting beneficial, masters degree in taxation preferred
Experience
8 to 10 years of prior experience in working on Form 1040 (High Net Worth Individuals)Prior experience in working on K-1 s, Form 1040 (HNI), 1041, Gift Tax Return, 990 PFProficient in K-1 reclassifications and sale of PTP K-1 sPrior experience with individual tax return experience (Form 1040)Prior basic supervisory experience preferredFoundation of basic accounting skills including trial balance and journal entriesUnderstanding of financial statements and the underlying supporting workpapersCPA, EA would be added adavantageSoftware
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe AcrobatExperience in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, Prosystems, or comparable programs and standard tax workpapersOther Knowledge, Skills Abilities
Solid verbal and written communication skillsAbility to follow instructions as directed by members of Tax TeamAbility to prepare simple tax returnsTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceAbility to effectively delegate work as neededTrains other team membersStrong analytical, research and critical thinking skillsAbility to work well in a team environmentAbility to manage multiple projects under deadline with supervisionEducation
UG : Any Graduate, B.Com in Commerce
PG : M.Com in Commerce, Any Postgraduate
Skills Required
Financial Statement, Adobe Acrobat, Tax Returns, Accounting, Tax Compliance, Taxation