US Tax Associate - L1

US Tax Preparer (L1) – Individual & Basic Business Returns

Location
New Delhi, India

Employment Type

Full-time

Experience
1–3 years in US Tax Preparation

CTC
INR 5-6 LPA

About the Role
We are hiring a  US Tax Preparer (L1)  to handle  assigned individual and basic business clients end-to-end , ensuring accurate, timely, and compliant delivery of US tax and compliance work.

This role is execution-focused with clear ownership, structured processes, and a  defined growth path  for high performers.

Key Responsibilities

US Tax Return Preparation
Prepare US individual (Form 1040) and basic business tax returns (Form 1120 / 1065)
Validate income, deductions, credits, and disclosures
Prepare complete work papers and support schedules
Ensure returns are review-ready before submission

Client Ownership & Delivery
Act as the  single point of ownership  for assigned clients
Collect documents, follow up for missing information, and clarify queries
Communicate timelines, requirements, and next steps professionally
Coordinate internally for review and approvals
Ensure timely delivery without escalations due to preparer lapses

Compliance & Regulatory Support
Support compliance for assigned clients, including:
Federal & State income tax filings
Sales tax filings
Business registrations and amendments
Track compliance deadlines and maintain client-wise checklists
Prepare draft responses for basic IRS/state notices under supervision

Client Query Resolution & Basic Advisory
Handle  first-level (L1) client queries  related to tax and compliance
Validate assumptions before escalation to seniors
Support advisory work through data preparation and basic research
Draft advisory notes under guidance

Documentation, Quality & Productivity
Maintain  audit-ready digital client files
Follow defined folder structures and naming conventions
Adhere to confidentiality and data security standards
Meet daily and weekly productivity benchmarks
Apply reviewer feedback consistently

Performance Expectations (L1)
≥ 98% accuracy post-review
100% adherence to internal timelines
≤ 2 rework cycles per return
Zero missed filings due to preparer oversight
High documentation and compliance discipline

Career Growth
High performers can progress to  Senior US Tax Preparer (L2)  and subsequently into  Reviewer roles , based on accuracy, ownership, and consistency.

Required

Skills & Qualifications

Technical

Experience with US individual and basic business tax returns
Qualified CPA/EA will be preferred
Working knowledge of federal and state tax concepts
Familiarity with US tax software (Drake, Ultra Tax, Pro Series, Lacerte, etc.)

Behavioral
Strong ownership and follow-up discipline
Clear written client communication
High attention to detail
Structured and deadline-driven working style
Willingness to learn and grow