Assistant Manager
EXL · Bengaluru, Karnataka · Full-time
Opportunity Title: US Direct Tax Preparation and Review
Position: AM /LAM
Skills and Experience
• Post Graduate Degree (MBA/ M. Com) from an accredited university.
• 7-10 years of experience in US Individual tax.
• Good communication skills to deliver message to client on call.
• Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns.
• Experience in working with MS Office.
• Should be willing to work in any shifts throughout the season.
• Maintain flexibility to work extra hours, as necessary, to meet client commitments.
Opportunity Title: US Direct Tax Preparation and Review
Position: AM /LAM
Skills and Experience
• Post Graduate Degree (MBA/ M. Com) from an accredited university.
• 7-10 years of experience in US Individual tax.
• Good communication skills to deliver message to client on call.
• Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns.
• Experience in working with MS Office.
• Should be willing to work in any shifts throughout the season.
• Maintain flexibility to work extra hours, as necessary, to meet client commitments.
Responsibilities
• Analysis of client provided data. (Includes Handwritten information, identifying duplicate documents, etc.,)
• Preparation and Review of US Individual (Form 1040 and Trust returns (Form 1041).
• Thorough understanding of Form 1040, various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns
• Through understanding US Business and Rental Dispositions.
• Through understanding of Various Schedule K-1’s.
• Through understanding of Settlement Statements.
• To maintain client tracker report on daily basis
• To maintain time sheet tracker on daily basis and submit every week
• Timely delivery of the client engagements
• To adhere to client guidelines at all times
• To provide the Process Training regularly to the team members
• To work on the feedback received from QA and improve on quality
• Regular interaction with clients and discusses on error and feedback
Opportunity Title: US Direct Tax Preparation and Review
Position: AM /LAM
Skills and Experience
• Post Graduate Degree (MBA/ M. Com) from an accredited university.
• 7-10 years of experience in US Individual tax.
• Good communication skills to deliver message to client on call.
• Sound knowledge in US Individual tax (Form 1040), various schedules (say Sch A to H) and various forms to be attached with Form 1040 (say Form 4562, Form 2106, Form 8829, etc.) to review the returns.
• Experience in working with MS Office.
• Should be willing to work in any shifts throughout the season.
• Maintain flexibility to work extra hours, as necessary, to meet client commitments.