This role is for one of our clients
Industry: Outsourcing and Offshoring Consulting

Company Name: SourceIN Solutions

Seniority level: Associate level

Min Experience: 1+ years

Location: Ahmedabad

JobType: full-time

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Requirements

Download tax documents submitted by clients through Intuit portals and organize them in the appropriate client folders
Retrieve tax documents received via email or other client-submitted formats and maintain accurate electronic filing systems
Review all received tax documents for completeness, readability, and accuracy. Verify passwords when applicable, ensure access to files, and securely remove password protection after documents are saved in accordance with firm procedures
Compare current-year tax documents with prior-year records to identify missing items. Once approximately 70-80% of required documentation has been received, forward the file to Shelly for tax preparation
Communicate professionally with clients to request missing documents, clarify information, and resolve documentation issues
Send reminders and follow-up emails to clients regarding tax preparation deadlines to ensure timely completion of tax returns
Maintain strict confidentiality and security of sensitive financial, tax, and personal information
Provide administrative, organizational, and clerical support to the tax team during tax season and throughout the year as needed

Must-have skills

US Tax Admin, IRS

Good-to-have skills

Enrolled Agent, US Tax documentation

US Tax Administrative Assistant