Tax Reviewer - 1040 & Business

GKM Global Services Pvt Ltd · India

The US Tax Reviewer will be responsible for reviewing, analyzing, and ensuring the accuracy of US tax returns prepared by associates. The role involves applying in-depth knowledge of US federal and state tax laws, ensuring compliance with IRS regulations, and providing feedback to preparers to maintain high-quality deliverables. This position requires strong technical expertise, attention to detail, and the ability to guide junior team members.

Key Responsibilities:

• Review US Individual, Partnership, Corporate, and Trust tax returns for accuracy and compliance with IRS and state regulations.
• Ensure that all returns are prepared in accordance with the latest US tax laws and filing requirements.
• Identify discrepancies, errors, or missing information and provide clear review notes for correction.
• Perform tax research and resolve complex tax issues as required.
• Monitor E-filing processes and ensure timely submission of returns.
• Maintain updated knowledge of US tax laws, IRS guidelines, and changes in compliance requirements.
• Collaborate with tax preparers and provide guidance to improve accuracy and efficiency in tax return preparation.
• Assist in tax planning strategies and advisory tasks, when required.
• Ensure confidentiality and compliance with company policies regarding client data and documents.
• Support the training and development of junior associates in US tax concepts and return preparation.

Required Skills & Competencies:

• Education & Certification: Bachelor’s degree in Accounting, Finance, or related field. CPA/EA certification (added advantage).
• Experience: 3–7 years of experience in US tax preparation and review. Experience with multiple tax software platforms is an advantage.
• Technical Knowledge: Strong understanding of US federal and state tax regulations, tax forms (1040, 1065, 1120, 1120S, 1041, etc.), and filing procedures.
• Analytical Skills: Ability to analyze tax data, identify discrepancies, and provide accurate solutions.
• Communication Skills: Excellent written and verbal communication skills for effective review notes and client communication.
• Technology Proficiency: Hands-on experience with tax software (Drake, ProSystem, UltraTax, Lacerte, etc.) and MS Office.
• Leadership: Ability to guide and mentor team members, ensuring quality and timely delivery.
• Attention to Detail: Strong focus on accuracy, compliance, and deadlines.
• Problem-Solving: Aptitude for handling complex tax scenarios and providing practical solutions.