US Individual Tax Reviewer / Manager

Finlotax Services Pvt Ltd

Requirements:

• Good Communication skills

• Fluency in English (written and spoken)

• This is a full-time on-site role for a US Tax Reviewer - Individual Tax

• The role involves reviewing and analyzing individual tax returns, interpreting tax laws, and providing tax advice to clients.

• The Tax Reviewer will be responsible for ensuring accuracy and compliance with tax regulations.

• Quick learner, enthusiastic, positive demeanor, and a team player

• Ready to work long hours during busy season times

• Flexibility and be able to meet the deadlines & work based on the urgency of the projects

• Relevant Experience 5-6 years

Role & responsibilities/ Qualifications:

• 5 to 6 years of experience in preparation and reviewing form 1040 and necessary schedule

• Tax Preparation, Review and Tax Compliance filings

• IRS/State notice handling and representation

• Tax Preparation proficiency

• Knowledge of Tax Law and Regulations

• Experience in handling complex Tax returns

• Experience in handling PFIC, RSU/ESPP/Stock Options, Sale of Property (Sec 121, 1031 exchange)

• Form 5471 informational tax return of foreign entity, FBAR and Form 8865

• Strong analytical and problem-solving skills

• Excellent attention to detail

• EA or relevant certification is a plus

• Bachelor's or Master's degree in Accounting, Finance, or related field

• Experience in handling complex tax returns such as PFIC, RSU/ESPP/Stock Options

• Experience in handling Schedule C, D and rental incomes (Schedule E)

• FBAR and FATCA filings

• Self learning and research complex tax topics

• Notice handling and prepare responses to IRS and respective state departments

• Experience in handling multi state tax returns

• Supervise and train the tax preparers

• Knowledge of Tax Law and Regulations

• Experience in handling complex Tax returns

• Sale of primary house and investment property computations

• Strong analytical and problem-solving skills

• Experience in Drake tax software is plus

• EA or relevant certification is a plus

• Form 1040 – . Individual Income Tax Return

• Form 1040NR – . Nonresident Alien Income Tax Return

• Form 1040-ES – Estimated Tax for Individuals

• Form 2555 – Foreign Earned Income Exclusion

• Form 1116 – Foreign Tax Credit

• Form 5471 & 5472 – Information Return of . Persons with Foreign Corporations

• Form 8865 – Return of . Persons with Respect to Certain Foreign Partnerships

• Form 8854 – Initial and Annual Expatriation Statement

• Form W-2 & W-4 – Wage and Tax Statement / Employee’s Withholding Certificate

• Form W-9 – Request for Taxpayer Identification Number (TIN)

• FBAR (FinCEN Form 114) – Report of Foreign Bank and Financial Accounts

• Experience

  4 - 10 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree, Post Graduate Diploma

• Role

  US Tax Reviewer

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office