Associate, US Tax

The role

This person will prepare U.S. federal and state individual income tax returns for high-net worth individuals, business owners, and expatriates. The role involves completing supporting forms and schedules, performing tax research, and using tax software.

What you will do

• Prepare U.S. federal and state individual income tax returns (Form 1040) for high-net worth individuals, business owners, and expatriates
• Complete supporting forms and schedules (e.g., Schedules A, B, C, D, E, 1116, 2555, 8938, FBAR/FinCEN 114, etc.)
• Review tax documentation provided by clients and organize workpapers
• Perform basic tax research and apply appropriate tax treatments
• Ensure returns comply with IRS regulations and client-specific instructions
• Collaborate with seniors and managers for review and feedback
• Meet internal deadlines and productivity targets during peak tax season
• Maintain data confidentiality and ensure quality control
• Use tax software such as CCH Axcess, UltraTax, ProSystem fx, or similar

Required qualifications

• 2–3 years of experience in U.S. Individual Tax return preparation (Form 1040)
• Familiarity with IRS forms and instructions relevant to personal taxation
• Working knowledge of U.S. tax software tools (Sure Prep, Ultra Tax, CCH, etc.)
• Strong attention to detail and accuracy
• Good written and verbal communication skills
• Ability to handle multiple assignments and meet tight deadlines

Nice to have

• Experience working in a Big 4, mid-sized CPA firm, or offshore delivery center supporting U.S. clients
• Knowledge of international tax disclosures (Form 8938, 1116, 2555, etc.)
• Exposure to U.S. expat tax, state tax differences, and foreign income reporting

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company provides professionals access to broader career opportunities, learning, collaboration, and innovative technology.