Tax Associate

Position Description: 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.

• 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
• 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 .