Tax Specialist - Contractor

As a U. S. Tax Reviewer, you will play a critical role in ensuring the accuracy, compliance, and timely delivery of federal and state income tax returns for a diverse portfolio of clients, including individuals, estates, and exempt organizations. This position requires a strong understanding of U. S. tax laws, attention to detail, and the ability to manage and mentor a team of tax preparers. You will be responsible for upholding client-specific requirements, maintaining quality standards, and contributing to the overall efficiency and success of the tax review process.

The core responsibilities for the job include the following:

Tax Review and Compliance:

• Review federal and state income tax returns for individuals, estates, and exempt organizations.
• Ensure accuracy, completeness, and compliance with current tax laws and regulations.

Team Guidance and Support:

• Provide technical guidance and support to tax preparers, especially on complex or challenging issues.
• Conduct induction and ongoing training sessions, including updates on tax laws and software changes.

Work Allocation and Monitoring:

• Assign daily tasks to preparers and monitor progress to ensure timely completion.
• Follow up on pending work and assist in resolving bottlenecks.

Client Deliverables:

• Submit completed tax returns and related documentation within scheduled timelines.
• Review and incorporate client feedback, make necessary modifications, and resubmit promptly.

Project Execution:

• Contribute to various organizational projects as per business requirements.
• Adapt quickly to changes in client policies, procedures, and software updates, and communicate these effectively to the team.

Quality and Compliance:

• Adhere to organizational policies, procedures, and quality standards.
• Ensure strict compliance with information security protocols and data protection guidelines.

Staff Development:

• Mentor and train team members to enhance their technical and professional capabilities.
• Foster a collaborative and high-performance work environment.

Requirements:

• Bachelor's degree in commerce or a related field, with 4 to 6 years of experience in U. S. taxation or a relevant domain.
• Familiarity with SPBinder is an added advantage.
• In-depth knowledge of U. S. tax forms, including 1040 (individual), 1041 (estate/trust), and 990 (exempt organizations).
• Strong understanding of tax concepts, industry practices, and procedures.
• Proven ability to plan and accomplish goals using sound judgment and prior experience.
• Demonstrated leadership in directing and supporting the work of others.
• Excellent verbal and written communication skills.
• Proficiency in tax software such as GoSystem, CCH Axcess, UltraTax, and Lacerte.
• Solid accounting and analytical skills with a keen eye for detail.
• Strong computer proficiency, particularly in Microsoft Office applications.
• Effective time management and organizational abilities.
• Qualifications: B. Com / M. Com / CA / CPA / EA.
• Experience: 4 to 6 years.