Senior Associate Tax - Private Client Services
On-siteBengaluru, Karnataka, India or Hyderabad, Telangana, India
Job Summary
Prepare complex individual, partnership, corporate, trust, and exempt organization tax returns, including Forms 1040, 1065, 1120, and 1041, alongside related state filings. Group large sets of accounts and efficiently prepare financial statements from raw data for tax use. Review and supervise simpler returns prepared by Associates while researching technical topics and solving problems using available resources. Maintain flexible hours to accommodate key client or team requirements and work closely with supervisors or managers in the office. This role supports the firm's not-for-profit practice, requiring a strong work ethic to manage assignments of varying sizes and complexity during busy seasons that differ from typical tax periods.
Required Qualifications
- Bachelor's degree in accounting
- 4 or 4+ years of experience preparing U.S. federal and state tax returns
- Knowledge and practice in grouping large sets of accounts
- Efficiency in preparation of financial statements from raw data for use in tax preparation
- Hands-on experience preparing complex individual, partnership, corporate, trust, and exempt organization tax returns (Forms 1040, 1065, 1120, and 1041), including related state filings
- Proven ability to review and supervise simpler returns prepared by Associates
- Willingness to work in office with team members / Supervisors or managers
- Attention to detail
- Team player with strong interpersonal skills
- Maintain flexible hours to accommodate key client or team requirements
- Fluency in written and spoken English, including grammatical accuracy
- Proficiency in Microsoft Office (Word, Excel, Outlook, Teams, PowerPoint); CCH Axcess, Prosystem Fx Engagement, Gofile room, SurePrep
Desired Qualifications
- Experience with exempt organization filings, including Forms 990 and 990-PF
- Ability to continually learn, research technical topics and grasp new concepts
- Ability to utilize all available resources for efficient and effective problem solving
- Master's degree in accounting, or related field
- EA, CPA, CPA candidate, CA or CA candidate
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