Tax Associate

Overview

Maple Tax Consulting LLC, a US-based firm specializing in tax and accounting services, is seeking a Tax Associate to join their team in Hyderabad, India. The company offers comprehensive tax, accounting, bookkeeping, payroll, and advisory services aimed at delivering accurate and compliant client solutions while fostering employee growth.

Responsibilities

• Reach out to prospective clients to generate new business opportunities.
• Follow up on leads and arrange consultations with clients.
• Gather necessary tax documentation from clients and verify its accuracy and completeness.
• Maintain organized and secure client files and records.
• Prepare individual and business Federal and State tax returns using tax software.
• Enter tax data precisely and conduct initial reviews before submission for final approval.
• Collaborate with senior tax staff to address any review feedback.
• Clearly explain draft tax returns, tax obligations, refunds, and filing options to clients.
• Secure client consents and e-filing authorization forms.
• Communicate professionally with clients through calls, emails, and virtual meetings to address queries and follow up on missing information or approvals.
• Assist clients in handling IRS and State tax notices as needed.
• Ensure timely filing of tax returns in compliance with deadlines.
• Uphold confidentiality and adhere to company policies.
• Stay informed on Federal and State tax laws and IRS guidelines.
• Deliver exceptional customer service and cultivate lasting client relationships.

Qualifications

• Graduation in any field or Bachelor of Commerce in any specialization.

Skills

• Proficiency in client acquisition and relationship management.
• Expertise in tax return preparation and review.
• Strong document collection, verification, and quality check abilities.
• Effective client communication and explanation of tax matters.
• Experience with tax software like Drake or equivalent.
• Competency in Microsoft Excel and Word.
• Excellent time management and attention to detail.
• Problem-solving skills and teamwork orientation.
• Professional communication skills.