US Individual Tax Reviewer / Manager

FinloTax

Bengaluru, India

5-7 Years

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Posted 12 days ago
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Job Description

The Role

You will be responsible for :

Tax Preparation, Review and Tax Compliance filings
IRS/State notice handling and representation
Tax Preparation proficiency
FBAR and FATCA filings
Self learning and research complex tax topics
Notice handling and prepare responses to IRS and respective state departments
Supervise and train the tax preparers
Form 1040 U.S. Individual Income Tax Return
Form 1040NR U.S. 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 U.S. Persons with Foreign Corporations
Form 8865 Return of U.S. 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

Requirements

Ideal Profile:

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
5 to 6 years of experience in preparation and reviewing form 1040 and necessary schedule
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 fiel
Experience in handling complex tax returns such as PFIC, RSU/ESPP/Stock Options
Experience in handling Schedule C, D and rental incomes (Schedule E)
Experience in handling multi state tax returns
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