Senior Executive - US Individual Tax

Job Summary

The Sr. Executive - US Individual Tax is responsible for preparing accurate and timely U.S. individual tax returns, including federal, state, and foreign compliance forms. The role requires strong technical knowledge of tax forms, schedules, and source documents, along with attention to detail and compliance with regulatory standards.

Job Details

• Designation: Sr. Executive - US Individual Tax
• Location: Any QX Location/Hybrid/WFO
• Reports to: Team Leader/Assistant Manager
• Department: QXAS - US

Responsibilities

• Prepare U.S. individual tax returns (Forms 1040, 1040NR) for clients.
• Prepare FBAR (Form 114) and FATCA (Form 8938) filings.
• Handle foreign compliance forms such as Forms 5471, 5472, and 2555.
• Prepare resident and non-resident state tax returns.
• Review source documents and ensure accurate data entry.
• Apply knowledge of all schedules and output forms for complete compliance.
• Perform self-review of tax returns before submission.
• Submit tax returns and maintain timely communication with clients and tax authorities.
• Ensure adherence to U.S. tax laws and regulatory requirements.

Key Success Measures

• Client-Client Satisfaction, Associate Retention and Attraction
• Financial - Reduced cost-to-serve/optimization, Profitability improvement
• Operational - Defined Structure, Improved Employee Value Proposition
• People - Higher associate engagement, lower attrition

Education, Skills and Experience

• M.com / CA / CPA / EA
• Minimum 3 years of experience
• Clear and effective verbal and written communication.
• Ability to convey ideas and information to team members.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.