Senior US Tax Expert

Business Financial Group

Senior US Tax Expert at Business Financial Group specializing in U.S. tax returns and resolutions with a focus on mentoring junior staff.

Posted 5/9/2026full-timeRemote • 🇮🇳 IndiaSeniorWebsite

About the role

Key responsibilities & impact

Prepare and review complex U.S. tax returns, including: Individual Tax Returns (Form 1040), Multi-state returns, Schedule C, E, and F, K-1 reporting, Capital gains and stock transactions, Rental properties and depreciation, High-income and complex individual returns, Business Tax Returns (Partnerships, S-Corporations, C-Corporations)
Responsibilities include: Reviewing financial statements, Identifying tax adjustments, Analyzing business tax issues, Ensuring compliance with federal and state regulations
Handle IRS and state tax matters, including: IRS notices and correspondence, Installment agreements, Penalty abatement requests, Tax account transcript analysis, Supporting Offer in Compromise (OIC) cases
Assist U.S. CPAs with proactive tax planning strategies, including: Entity structure analysis, S-Corp election considerations, Income tax minimization strategies, Depreciation and retirement planning concepts
Serve as a technical resource for the India tax team, Assist with resolving complex tax questions, Help improve return quality and review processes, Support training and mentoring of junior staff, Collaborate closely with U.S.-based leadership and CPAs

Requirements

What you’ll need

7–10 years of hands-on experience in U.S. taxation
Experience working with U.S.-based CPA firms preferred
Strong experience in both individual and business taxation
Strong knowledge of: U.S. federal and state tax concepts
Individual and business tax compliance
Tax research and issue resolution
Tax planning fundamentals
Experience with one or more of the following: Lacerte, ProSeries, UltraTax, Drake Tax, CCH Axcess or similar software
Additional experience with: QuickBooks Online/Desktop, Excel and tax workpapers
Preferred: Enrolled Agent (EA), CPA (US or India)
Candidates currently pursuing EA certification are encouraged to apply.

Benefits

Comp & perks

Competitive salary based on experience and technical expertise

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

U.S. tax returnsIndividual Tax ReturnsMulti-state returnsK-1 reportingCapital gainsBusiness Tax ReturnsTax complianceTax researchTax planningIssue resolution

Soft Skills

analytical skillsproblem-solvingcommunicationmentoringcollaborationleadership

Certifications

Enrolled AgentCPA