Oversee the calculation and analysis of proprietary tax strategies for clients
Develop relationships with staff
Ensure that Seniors and Staff are up to date on current tax practices and changes in tax law
Provide both leadership and supervision to Tax Seniorsand Staff
Attentive participation in US Tax training modulesand on the job trainings.
Able to prepare a simple, straight-forward Business or Individual Income Tax Return.
Preparation of form 1040 federal tax return and state tax returns
Thorough review of document and application of any changes in tax rates, tax laws for US tax return preparation
Ability to identify any technical issues on the engagements and bring it to the notice of the lead to reach the desired resolution
Able to transfer the income and expenses, and assets and liabilities into a tax return format, to ensure that the Book-To-Tax Reconciliation is properly prepared and in balance.
Able to successfully navigateTax Technology used for tax returns.
Preparation of US (Federal / State) Individual tax returns(Form 1040, etc).
Preparation of US International compliance tax forms.
Validate data and analysisfor accuracy and relevance.
Utilize availabletax technical resourcesto enhance US tax knowledge.
Qualifications :
5+ years of experience in US Individual, Private Wealth, and Forms 1040,
Enrolled Agent or other appropriate certification (or in the process if pursuing). – Not mandatory
Bachelor’s degree in accounting, Finance or another business-related field.
Prior Big 4 experience or equivalent Experience.
Strong communication, analytical and interpersonal skills.
Experience with managing projects / clients including scheduling, budgeting, client correspondence and excellent technology and research skills.
Software skills – like CCH and Ultra tax would be a plus.