Senior Associate - GMS

Job Duties

• Possess extensive experience and knowledge of US tax codes, preparing tax returns and related documents in compliance with IRS regulations.
• Conduct reviews of US individual federal and state tax returns, including those involving self-employment, rental real estate, and other income types.
• Actively engage in handling clients for BDO USA by coordinating and ensuring timely delivery of services.
• Identify opportunities for tax planning and advisory services, staying updated with the latest tax reforms.
• Oversee the review of estimates and vouchers for federal, state, and city return extensions.
• Maintain regular interactions with stakeholders, senior staff, and other office counterparts to collaborate on various tasks.
• Provide coaching and guidance to associates and analysts on tax preparation and processes.
• Build and sustain long-term relationships with stakeholders and internal colleagues.
• Seek opportunities to increase organizational workload by consistently delivering high-quality work.
• Work both independently and as part of a team in a fast-paced, deadline-driven environment.

Qualifications -

• M.Com / MBA / CA Inter
• C.A / CPA / EA

Experience

• three (3) to five (5) years of prior experience in US induvial taxation.
• Knowledge of Go-Rs, Sure Prep, Tax cady and CCH Access is added advantage.
• Prior experience preparing and reviewing individual tax return.
• Prior experience of trust return preparation will be added advantage.
• Performing detailed review of estimated payment and extensions calculations and related filings.
• Prior basic supervisory experience preferred.
• Identify the open items and communicate with the managers.

Software

• Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, SurePrep, BNA Tax planning Software, or comparable programs and standard tax workpapers.

Other Knowledge, Skills Abilities

• Strong verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Capacity to work well in a team environment

Education

UG: B.Com in Commerce

PG: M.Com in Commerce, CA in CA, MBA/PGDM in Marketing