Junior US Tax Preparer

About the Role

This opportunity is for a Junior US Tax Preparer.

Key Responsibilities

• Assist in preparing US individual income tax returns (Form 1040).
• Learn and understand US federal and state tax laws, rules, and regulations.
• Review client-provided tax documents, including W-2s, 1099s, 1098s, and other supporting documents.
• Enter tax information accurately into tax preparation software.
• Assist with preparing tax returns for individuals, self-employed taxpayers, and small business owners.
• Identify missing information and coordinate with the team to obtain the required documents.
• Perform basic tax calculations and verify the accuracy of prepared returns.
• Maintain client confidentiality and handle sensitive financial information responsibly.
• Meet deadlines while maintaining accuracy and quality standards.
• Learn and follow the firm's tax preparation procedures and review feedback.

Requirements & Tech Stack

• Bachelor's degree in Commerce, Accounting, Finance, or a related field.
• Basic knowledge of accounting, taxation, and financial statements.
• Strong analytical skills and attention to detail.
• Good written and verbal communication skills.
• Basic knowledge of MS Excel and other MS Office applications.
• Willingness to learn US taxation and stay updated on tax law changes.
• Ability to work independently as well as in a team.
• Good time management skills and ability to meet deadlines.

Preferred Qualifications

• Completion of a US taxation course or certification.
• Basic understanding of US individual tax returns (Form 1040).
• Familiarity with tax preparation software such as Drake Tax or Intuit ProSeries.
• Internship or training experience in US taxation or accounting.