Associate, US Tax

We are seeking a detail-oriented and motivated U.S. 1040 Tax Preparer to assist in the preparation of federal and state individual income tax returns. The ideal candidate will have hands-on experience in U.S. personal tax compliance, a strong grasp of Forms 1040, 1041 and related schedules, and the ability to meet deadlines with accuracy and efficiency. This role is critical to supporting a growing tax practice and delivering high-quality service to clients.

Responsibilities

Prepare U.S. federal and state individual income tax returns (Form 1040) for high-net worth individuals, business owners, and expatriates; Complete supporting forms and schedules (e.g., Schedules A, B, C, D, E, 1116, 2555, 8938, FBAR/FinCEN 114, etc.); Review tax documentation provided by clients and organize workpapers; Perform basic tax research and apply appropriate tax treatments; Ensure returns comply with IRS regulations and client-specific instructions; Collaborate with seniors and managers for review and feedback; Meet internal deadlines and productivity targets during peak tax season; Maintain data confidentiality and ensure quality control; Use tax software such as CCH Axcess, UltraTax, ProSystem fx, or similar

Requirements

2–3 years of experience in U.S. Individual Tax return preparation (Form 1040); Familiarity with IRS forms and instructions relevant to personal taxation; Working knowledge of U.S. tax software tools (Sure Prep, Ultra Tax, CCH, etc.); Strong attention to detail and accuracy; Good written and verbal communication skills; Ability to handle multiple assignments and meet tight deadlines

Nice to have

Experience working in a Big 4, mid-sized CPA firm, or offshore delivery center supporting U.S. clients; Knowledge of international tax disclosures (Form 8938, 1116, 2555, etc.); Exposure to U.S. expat tax, state tax differences, and foreign income reporting

Benefits

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental); Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning