Job Description

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 workpapers 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, UltraTax, ProSeries, 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


Apply for this Position

Ready to join ? Click the button below to submit your application.

Submit Application