US Enrolled Agent

Strict Requirements:

1. This is an on-site position in Janakpuri, New Delhi

2. Work timing will be 10:00 AM to 6:00 PM (Eastern Standard Time) subject to DST

PRIMARY RESPONSIBILITIES

The US Enrolled Agent will be responsible for assisting with and managing a variety of US tax and accounting engagements, including:

Tax Compliance and Representation

• Preparing and reviewing federal tax returns: Form 1040 (Individual), Form 1120 (Corporation), Form 1065 (Partnership).
• Representing clients before the IRS and state tax departments; resolving notices, audits, and discrepancies via calls and correspondence.
• Handling sales tax filings across multiple states; analyzing nexus requirements and multi-state tax obligations.
• Preparing and filing state and local tax returns (SALT).
• Assisting with tax planning, estimated tax calculations, and extensions.
• Managing e-filing, e-signatures, and compliance documentation.
• Managing bookkeeping and accounting tasks in QuickBooks (reconciliations, ledgers, adjusting entries).

Bookkeeping and Accounting

• Managing bookkeeping and accounting tasks in QuickBooks (reconciliations, ledgers, adjusting entries).
• Reviewing financial statements and trial balances for tax accuracy.

Client Engagement Support and Communications

• Liaising with US-based teams and clients on deliverables, information requests, and deadlines.

Research and Problem Solving

• Staying updated on IRS regulations, tax law changes, and state-specific rules.
• Researching international tax basics, including FBAR and FATCA requirements.

REQUIRED QUALIFICATIONS:

Applicants must have:

• Active Enrolled Agent (EA) certification.
• 03 years of hands-on US tax experience (1040, 1120, 1065).
• Strong accounting and bookkeeping knowledge with hands-on QuickBooks experience (mandatory).
• Proven experience handling IRS and state notices and resolutions.
• Strong knowledge of sales tax, nexus rules, and multi-state compliance.
• Excellent English communication skills, both written and verbal, suited for IRS calls and client interactions.

Preferred Qualifications

Candidates with the following experience will be given preference:

• Proficiency in specialized tax software (e.g., TaxAct, CCH Access, Drake, etc.).
• Direct experience working with US expatriate or international tax matters.
• In-depth knowledge of FBAR/FATCA compliance.

Technical Skills

Preferred technical skills include experience with:

• QuickBooks.
• US tax software platforms (TaxAct, CCH Axcess, Drake, etc.).
• Microsoft Teams.
• Adobe Acrobat.
• Cloud-based document systems.
• Advanced Microsoft Excel capabilities (data organization, lookup formulas, and analytics).