Senior Tax Specialist (Tax Reviewer Form 1040, 1041 & 990)

As a U.S. Tax Reviewer, you will play a critical role in ensuring the accuracy, compliance, and timely delivery of federal and state income tax returns for a diverse portfolio of clients, including individuals, estates, and exempt organizations. This position requires a strong understanding of U.S. tax laws, attention to detail, and the ability to manage and mentor a team of tax preparers. You will be responsible for upholding client-specific requirements, maintaining quality standards, and contributing to the overall efficiency and success of the tax review process. About the Role In this role as a Senior Tax Specialist (Tax Reviewer), you will be responsible for Tax Review & Compliance Detailed review of federal, state and local income tax returns ensuring calculations, accounting theory, and tax law compliance, particularly focusing on forms 1040 (individual), 1041 (estate/trust), and 990 (exempt organizations). Review the various workpapers prepared by preparer for its accuracy. Provide technical guidance and support to tax preparers, especially on complex or challenging issues. Conduct induction and ongoing training sessions, including updates on tax laws and software changes. Work Allocation & Monitoring Assign daily tasks to preparers and monitor progress to ensure timely completion. Follow up on pending work and assist in resolving bottlenecks. Client Deliverables Submit completed tax returns and related documentation within scheduled timelines. Review and incorporate client feedback, make necessary modifications, and re-submit promptly. Project Execution Contribute to various organizational projects as per business requirements. Adapt quickly to changes in client policies, procedures, and software updates, and communicate these effectively to the team. Quality & Compliance Adhere to organizational policies, procedures, and quality standards. Ensure strict compliance with information security protocols and data protection guidelines. About You: You’re a fit for the role of Senior Tax Specialist (Tax Reviewer), if you have: 4 to 6 years of experience in U.S. taxation In-depth knowledge of U.S. tax forms, including 1040 (individual), 1041 (estate/trust), and 990 (exempt organizations). Demonstrates strong proficiency in Microsoft Excel, with the ability to develop and manage diverse workpapers efficiently. Strong understanding of tax concepts, industry practices, and procedures. Proven ability to plan and accomplish goals using sound judgment and prior experience. Excellent verbal and written communication skills. Proficiency in tax software such as Go System, CCH Axcess, UltraTax, and Lacerte. Strong computer proficiency, particularly in Microsoft Office applications. Effective time management and organizational abilities You are comfortable working in 8:30 am to 5:30 PM IST shift timings. Working days will be Monday to Friday but during the tax season you are required to work Monday to Saturday, and shift may change basis the business requirement. #LI-GS2 What’s in it For You? Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and ... (truncated, view full listing at source)