Senior Process Associate
Core
Preparing accurate federal, state, and local income tax returns for individuals, estates, trusts, and business entities (partnerships, S-Corps, C-Corps) in compliance with U.S. regulations.
Role type
Senior IC tax return preparer
Builds
Production tax returns and workpapers for individual and business clients
Domain
U.S. Taxation and Accounting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. tax regulations knowledge, accounting expertise (Trial Balance, P&L, Balance Sheets), Microsoft Excel proficiency, document verification, workpaper development
Preferred skills
SPbinder familiarity, knowledge of Indian taxation systems, Bachelor of Commerce (Master of Commerce preferred)
Technologies
SPbinder, Microsoft Excel
Responsibilities
Prepare individual and business tax returns (Forms 1040, 1041, 1065, 1120S, 1120), make corrections based on reviewer feedback, assist in developing in-house training materials, resolve tax-related queries for team members, perform document verification
Seniority
Mid-level, hands-on IC