US Tax Associate

US Tax Associate

Location: Crawfordsville IN Onsite
Employment Type: Full-Time

About Us

We are a growing professional services firm specializing in Tax Services for Businesses and Individuals and Outsourced Accounting. With active operations across the United States we partner with clients to deliver compliant strategic and value-driven financial solutions.

About the Role

We are seeking a detail-oriented and technically strong US Tax Associate to join our growing tax team. This role involves preparing and reviewing a wide range of federal and state tax returns for individuals and business entities while ensuring accuracy compliance and timely delivery.

The ideal candidate will have hands-on experience in US tax preparation a strong working knowledge of Drake Tax software and the ability to interact with the clients and offshore team.

This position is open to US-based candidates only.

Key Responsibilities

• Prepare and review federal and state income tax returns including:
  • Form 1040 Individual Income Tax Returns
  • Form 1065 Partnership Returns
  • Form 1120S S Corporation Returns
  • Form 1120 C Corporation Returns
  • Form 1041 Fiduciary/Trust Returns
  • Form 990 Nonprofit Organisation Returns
• Prepare workpapers and supporting documentation in accordance with firm standards and IRS compliance requirements
• Utilize Drake Tax as the primary software platform for tax preparation diagnostics e-filing and workflow management
• Perform Schedule D and Form 8949 reconciliations involving:
  • capital gains/losses
  • brokerage statements
  • equity compensation
  • cost basis adjustments
• Be able to handle business entity taxation matters including:
  • shareholder/partner basis tracking
  • pass-through allocations
  • distributions
  • entity-specific tax treatments
• Assist in responding to IRS and state tax notices correspondence and information requests
• Coordinate with internal team members and client contacts to gather missing information and ensure timely filing completion
• Stay updated on federal and state tax law changes IRS guidance and tax software enhancements

Qualifications

Required Qualifications

• Bachelors Degree in Accounting Taxation Finance or a related field
• 3-4 years of hands-on experience in US tax preparation within a CPA firm accounting firm or tax practice
• Preferable working knowledge of Drake Tax software
• Experience preparing FormsSand 990
• Understanding of core federal and state tax concepts for individuals and business entities
• Strong analytical organizational and problem-solving skills
• Excellent written and verbal communication skills

Preferred Qualifications

• Active Enrolled Agent (EA) credential

What We Offer

• Collaborative and review-driven work environment
• Exposure to diverse individual and business tax engagements
• Career growth and professional development opportunities
• Support for CPA progression and continuing education
• Opportunity to work with an experienced US tax team