Tax Associate, U.S. Taxation

About the Role

Universal Tax Filer is seeking a motivated, experienced, and detail-oriented Tax Associate to join our growing U.S. taxation team. This is a full-time, year-round, on-site position responsible for managing the end-to-end tax preparation and filing process for assigned clients, with a primary focus on U.S. individual taxation.

Key Responsibilities

• Prepare, review, and file U.S. individual income tax returns, including Form 1040 and Form 1040-NR.
• Prepare applicable federal tax schedules and supporting forms, including Schedules A, B, C, D, E, and other relevant forms.
• Manage assigned client tax files from document collection through final filing.
• Review and analyze tax documents, financial records, and supporting information for accuracy and completeness.
• Identify missing information, inconsistencies, tax implications, deductions, credits, and potential compliance issues.
• Conduct independent tax research using applicable U.S. tax laws, IRS guidance, and regulatory resources.
• Handle or assist with IRS notices, tax inquiries, amendments, and client correspondence.
• Communicate directly with clients regarding document requirements, tax positions, filing status, deadlines, and outstanding items.
• Prepare and maintain accurate workpapers, notes, supporting schedules, and client documentation.
• Review returns for accuracy, completeness, and compliance before submission.
• Track multiple client engagements and ensure timely completion of federal and state filing requirements.
• Collaborate with tax managers and senior team members on complex tax matters and escalate issues when necessary.
• Support tax planning discussions and identify opportunities or concerns based on client circumstances.
• Maintain strict confidentiality of client financial, tax, and personal information.
• Contribute to internal quality-control processes, workflow improvements, and tax-season operational efficiency.
• Support the team during peak U.S. tax filing and extension periods.

Requirements & Tech Stack

• Bachelor’s degree in Accounting, Finance, Commerce, Taxation, Business, or a related field.
• Proven hands-on experience preparing and filing U.S. individual income tax returns.
• Strong working knowledge of Form 1040, Form 1040-NR, and related schedules and forms.
• Strong understanding of common individual tax matters.
• Ability to research tax-related issues and independently interpret applicable IRS rules and guidance.
• Experience communicating directly with clients and resolving tax-document and filing-related questions.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple client files and deadlines simultaneously.
• Ability to work independently while exercising sound judgment on when to escalate complex matters.
• Willingness and ability to work night shifts during the U.S. tax filing season and extension periods.
• Ability to work consistently from the Kukatpally office.

Preferred Qualifications

• Experience preparing complex individual returns involving investments, rental properties, self-employment, foreign income, or nonresident taxation.
• Familiarity with U.S. state income tax returns and multi-state filing requirements.
• Experience responding to IRS notices and tax authority correspondence.
• Experience preparing amended returns and resolving prior-year tax issues.
• Experience working directly with U.S.-based clients.
• Knowledge of business tax returns is an added advantage.
• Additional tax-related training, certifications, or advanced coursework are a plus but not required.