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Position Description: We are seeking a detail-oriented and technically strong US Tax Associate to join our growing tax team. This role involves preparing and reviewing a wide range of federal and state tax returns for individuals and business entities while ensuring accuracy, compliance, and timely delivery. The ideal candidate will have hands-on experience in US tax preparation, a strong working knowledge of Drake Tax software, and the ability to interact with the clients and offshore team.
Position Description: We are seeking a detail-oriented and technically strong US Tax Associate to join our growing tax team. This role involves preparing and reviewing a wide range of federal and state tax returns for individuals and business entities while ensuring accuracy, compliance, and timely delivery. The ideal candidate will have hands-on experience in US tax preparation, a strong working knowledge of Drake Tax software, and the ability to interact with the clients and offshore team.
- Prepare and review federal and state income tax returns, including:
- Form 1040 – Individual Income Tax Returns
- Form 1065 – Partnership Returns
- Form 1120S – S Corporation Returns
- Form 1120 – C Corporation Returns
- Form 1041 – Fiduciary/Trust Returns
- Form 990 – Nonprofit Organisation Returns
- Prepare workpapers and supporting documentation in accordance with firm standards and IRS compliance requirements
- Utilize Drake Tax as the primary software platform for tax preparation, diagnostics, e-filing, and workflow management
- Perform Schedule D and Form 8949 reconciliations involving:
- capital gains/losses
- brokerage statements
- equity compensation
- cost basis adjustments
- Assist in responding to IRS and state tax notices, correspondence, and information requests.
- Coordinate with internal team members and client contacts to gather missing information and ensure timely filing completion.
- Stay updated on federal and state tax law changes, IRS guidance, and tax software enhancements.