Qualifications
- Bachelors degree in Accounting or other relevant field required
- Masters degree in Accounting beneficial, masters degree in taxation preferred
Experience
- 8 to 10 years of prior experience in working on Form 1040 (High Net Worth Individuals)
- Prior experience in working on K-1 s, Form 1040 (HNI), 1041, Gift Tax Return, 990 PF
- Proficient in K-1 reclassifications and sale of PTP K-1 s
- Prior experience with individual tax return experience (Form 1040)
- Prior basic supervisory experience preferred
- Foundation of basic accounting skills including trial balance and journal entries
- Understanding of financial statements and the underlying supporting workpapers
- CPA, EA would be added adavantage
Software
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
- Experience in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, Prosystems, or comparable programs and standard tax workpapers
Other Knowledge, Skills Abilities
- Solid verbal and written communication skills
- Ability to follow instructions as directed by members of Tax Team
- Ability to prepare simple tax returns
- Takes appropriate actions without being asked
- Seeks advice of appropriate superiors regarding issues, problems related to compliance
- Ability to effectively delegate work as needed
- Trains other team members
- Strong analytical, research and critical thinking skills
- Ability to work well in a team environment
- Ability to manage multiple projects under deadline with supervision
Education
UG: Any Graduate, B.Com in Commerce
PG: M.Com in Commerce, Any Postgraduate
