US Individual Tax Reviewer Manager

Requirements:

• Good Communication skills
• Fluency in English (written and spoken)
• This is a full-time on-site role for a US Tax Reviewer - Individual Tax
• The role involves reviewing and analyzing individual tax returns, interpreting tax laws, and providing tax advice to clients.
• The Tax Reviewer will be responsible for ensuring accuracy and compliance with tax regulations.
• Quick learner, enthusiastic, positive demeanor, and a team player
• Ready to work long hours during busy season times
• Flexibility and be able to meet the deadlines & work based on the urgency of the projects
• Relevant Experience 5-6 years

Role & responsibilities/ Qualifications:

• 5 to 6 years of experience in preparation and reviewing form 1040 and necessary schedule
• Tax Preparation, Review and Tax Compliance filings
• IRS/State notice handling and representation
• Tax Preparation proficiency
• Knowledge of Tax Law and Regulations
• Experience in handling complex Tax returns
• Experience in handling PFIC, RSU/ESPP/Stock Options, Sale of Property (Sec 121, 1031 exchange)
• Form 5471 informational tax return of foreign entity, FBAR and Form 8865
• Strong analytical and problem-solving skills
• Excellent attention to detail
• EA or relevant certification is a plus
• Bachelor's or Master's degree in Accounting, Finance, or related fiel
• Experience in handling complex tax returns such as PFIC, RSU/ESPP/Stock Options
• Experience in handling Schedule C, D and rental incomes (Schedule E)
• FBAR and FATCA filings
• Self learning and research complex tax topics

• Notice handling and prepare responses to IRS and respective state departments
• Experience in handling multi state tax returns
• Supervise and train the tax preparers
• Knowledge of Tax Law and Regulations
• Experience in handling complex Tax returns
• Sale of primary house and investment property computations
• Strong analytical and problem-solving skills
• Experience in Drake tax software is plus
• EA or relevant certification is a plus
• Form 1040 – U.S. Individual Income Tax Return
• Form 1040NR – U.S. Nonresident Alien Income Tax Return
• Form 1040-ES – Estimated Tax for Individuals
• Form 2555 – Foreign Earned Income Exclusion
• Form 1116 – Foreign Tax Credit
• Form 5471 & 5472 – Information Return of U.S. Persons with Foreign Corporations
• Form 8865 – Return of U.S. Persons with Respect to Certain Foreign Partnerships
• Form 8854 – Initial and Annual Expatriation Statement
• Form W-2 & W-4 – Wage and Tax Statement / Employee’s Withholding Certificate
• Form W-9 – Request for Taxpayer Identification Number (TIN)
• FBAR (FinCEN Form 114 – Report of Foreign Bank and Financial Accounts