US TAX Preparation Analyst

Prepare and review U.S. individual income tax returns (Form 1040).

Analyze financial documents including W-2s, 1099s, K-1s, brokerage statements, and supporting schedules.

Ensure accurate reporting of income, deductions, credits, and tax liabilities.

Review prior-year tax returns and identify carryforwards or discrepancies.

Communicate with clients or internal teams to obtain missing tax information.

Maintain compliance with IRS regulations and internal quality standards.

Support e-filing processes and resolve filing rejections when required.

Assist in tax planning and basic tax research activities.

Maintain confidentiality of client financial information.

Meet productivity and turnaround-time targets during tax season.

Required Qualifications

• Bachelor's degree in Commerce, Accounting, Finance, or related field.
• 1–5 years of experience in U.S. individual tax preparation.
• Strong knowledge of:
• Form 1040
• Schedule A, B, C, D, E
• Child Tax Credit, Education Credits, Foreign Tax Credit
• Capital gains and investment income