Senior US Tax Expert

This is a fully remote position, open to applicants in India.

📋 Description

• Prepare and examine intricate U.S. tax returns, including: Individual Tax Returns (Form 1040), multi-state returns, Schedule C, E, and F, K-1 reporting, capital gains and stock transactions, rental properties and depreciation, high-income and complex individual returns, as well as business tax returns (Partnerships, S-Corporations, C-Corporations).

• Responsibilities encompass: Reviewing financial statements, identifying tax adjustments, analyzing business tax matters, and ensuring adherence to federal and state regulations.

• Manage IRS and state tax issues, which include: Responding to IRS notices and correspondence, establishing installment agreements, submitting penalty abatement requests, analyzing tax account transcripts, and supporting Offer in Compromise (OIC) cases.

• Assist U.S. CPAs with forward-thinking tax planning strategies, such as: Analyzing entity structures, considering S-Corp elections, implementing income tax minimization tactics, and exploring depreciation and retirement planning concepts.

• Act as a technical resource for the India tax team, assist in resolving intricate tax inquiries, enhance return quality and review workflows, support the training and mentorship of junior staff, and work closely with U.S.-based leadership and CPAs.

⛳️ Requirements

• 7–10 years of practical experience in U.S. taxation.

• Experience with U.S.-based CPA firms is preferred.

• Strong expertise in both individual and business taxation.

• Comprehensive knowledge of: U.S. federal and state tax principles, individual and business tax compliance, tax research and issue resolution, as well as fundamental tax planning.

• Proficient with one or more of the following software: Lacerte, ProSeries, UltraTax, Drake Tax, CCH Axcess, or similar tools.

• Additional experience with: QuickBooks Online/Desktop, Excel, and tax workpapers.

• Preferred qualifications include: Enrolled Agent (EA) or CPA (US or India).

• Candidates actively pursuing EA certification are encouraged to apply.

🏝️ Benefits

• Competitive salary based on experience and technical expertise.