Tax Reviewer

About the job:

About the Company:

GlobalCFO, LLC is a rapidly growing US-based company specializing in financial, bookkeeping, payroll, tax, investment, business management, and consulting services for individuals, businesses, and non-profits primarily in the US. Our collaborative US-India service model ensures clients receive the best possible financial, tax, and accounting support.

Job Summary:

- We are expanding our offshore operations in India to provide dedicated support for the Numera/Cilliers company, and the Tax Reviewer will play a critical role as a future team leader/manager.

- This role involves reviewing final tax returns, preparing returns, and providing mentorship to team members while ensuring compliance with federal, state, and local tax regulations. During the off season, the Tax Reviewer will also handle accounting tasks and special projects for clients.

Key Responsibilities:

Tax Review:

- Review federal, state, and local tax returns, including forms 1120, 1065, 1120S, 1040, 1041, and 990.

- Provide detailed feedback to preparers to improve accuracy and compliance.

- Analyse client financial records to identify potential issues and suggest solutions.

- Conduct thorough research and document findings for complex taxation matters.

Client Interaction:

- Interview clients to validate financial data when required.

- Advise clients on tax laws, potential liabilities, and planning opportunities.

Documentation and Compliance:

- Maintain accurate records of tax returns and related documents.

- Assist with audits and respond to government inquiries.

Team Leadership:

- Mentor and guide a team of tax preparers to develop their skills.

- Promote adherence to firm policies, standards, and technology use.

Off-Season Projects:

- Perform accounting tasks and execute special projects for clients.

Skills and Qualifications:

- Proficiency in tax preparation and review, including a strong grasp of tax software (e.g., UltraTax) and Microsoft Office Suite.

- Ability to prepare and review complex tax returns independently.

- Expertise in federal, state, and local tax laws.

- Excellent problem-solving, analytical, and communication skills.

- Bachelors degree in accounting, Finance, or a related field.

- CPA (Certified Public Accountant) or EA (Enrolled Agent) certification is required.

- Minimum 5 years of experience in tax preparation and accounting, preferably in an accounting firm.