About the Company:-
GlobalCFO is a rapidly growing US-based company providing financial, bookkeeping, payroll, tax, investment, business management and consulting services to individuals, partnerships, companies, non-profit organizations, and other business entities primarily in the US. Our joint servicing teams working out of the US and India ensure that Clients have the best financial, tax and accounting support.
We have two flagship brands: (a) MyTaxFiler, which provides US Income Tax Returns services, and (b)myStartUpCFO, which provides Bookkeeping and Accounting services.
Designation: - Senior Associate - Individual Tax
Roles and responsibilities: -
- Preparation / review of US Individual & Business tax returns Form 1040, 1040NR, including state income tax filing.
- Demonstrate high level of quality on tax return preparation/review.
- Solely able to handle simple to medium complex returns.
- Knowledge on International information reporting (FBAR, FATCA, Form 8621, etc)
- Understand the clients filing requirement depending on their tax scenario and help client with 100% compliance as per the rules.
- Solid understanding of the US tax implications for Individual tax filing
- Researching, analyzing and interpreting changing tax rules.
- Explaining the different tax laws to clients and helping them understand their legal obligations and adapt to changes in tax legislation.
- Representing Clients in front of the IRS for tax matters
- Regular contribution to in-house training meetings on technical topics
- Supervising Tax Assistants, in conjunction with managers, and contributing towards their career development.
- Added advantage for people working in Drake / Lacerate tax software.
Delivery management: -
- Responsible for extensive client leads and managing the same end to end (data gathering, validation, client clarifications, review, delivery of returns and billing).
- Management of each client's tax compliance with setting up the right expectation for work scope to be performed and delivery timeline.
- Recognition of complex client issues and effective communication of those to Manager / Director and client at the appropriate time
- Taking responsibility for all compliance processes and monitoring the various filing requirements
- Making sure that there are no client escalations, and the preparers properly follow the tax return processes.
- Active involvement in building client relationships
- Full involvement in billing process & client follow up.
- Go overboard in finishing the tasks within deadlines and making sure that the entire team is driven to perform within deadlines.
Requirements: -
- Experience 4 to 6 yrs.
- Committed, Ability to work long hours during busy seasons.
- General computer skills (MS Word, MS Excel, Outlook, PPT, PDF etc.)
- Strong communication, customer service management, presentation skills.
- Must be able to demonstrate multitasking capacity.
- Strong analytical and technical research skills
- Ability to teach, mentor and guide.
- Ability to meet deadlines through multi-tasking.
- Capability to thrive in a fast-paced, team-oriented environment.
- Positive attitude with desire to build strong relationships with clients and peers.
- Must be highly organized with a strong attention to detail, and ability to work independently.
- Must be responsible, reliable, a great team player and be positive in any circumstance.
- Must take the ownership/bottom-line for the work performed by the team.
Qualification: -
Bachelor's Degree, Enrolled Agent is an added advantage.
