Tax Specialist

As a U.S. Tax Reviewer, you will play a critical role in ensuring the accuracy, compliance, and timely delivery of federal and state income tax returns for a diverse portfolio of clients, including individuals, estates, and exempt organizations. This position requires a strong understanding of U.S. tax laws, attention to detail, and the ability to manage and mentor a team of tax preparers. You will be responsible for upholding client-specific requirements, maintaining quality standards, and contributing to the overall efficiency and success of the tax review process.

About the Role:

For 1040 Returns

• Tax Review & Compliance

  • Review federal and state income tax returns for individuals, estates, and exempt organizations.

  • Ensure accuracy, completeness, and compliance with current tax laws and regulations.

• Team Guidance & Support

  • Provide technical guidance and support to tax preparers, especially on complex or challenging issues.

  • Conduct induction and ongoing training sessions, including updates on tax laws and software changes.

• Work Allocation & Monitoring

  • Assign daily tasks to preparers and monitor progress to ensure timely completion.

  • Follow up on pending work and assist in resolving bottlenecks.

• Client Deliverables

  • Submit completed tax returns and related documentation within scheduled timelines.

  • Review and incorporate client feedback, make necessary modifications, and re-submit promptly.

• Project Execution

  • Contribute to various organizational projects as per business requirements.

  • Adapt quickly to changes in client policies, procedures, and software updates, and communicate these effectively to the team.

• Quality & Compliance

  • Adhere to organizational policies, procedures, and quality standards.

  • Ensure strict compliance with information security protocols and data protection guidelines.

• Staff Development

  • Mentor and train team members to enhance their technical and professional capabilities.

  • Foster a collaborative and high-performance work environment.

About You:

For 1040 Returns

• Bachelor’s degree in Commerce or a related field, with 4 to 6 years of experience in U.S. taxation or a relevant domain.

• Familiarity with SPBinder is an added advantage.

• In-depth knowledge of U.S. tax forms, including 1040 (individual), 1041 (estate/trust), and 990 (exempt organizations).

• Strong understanding of tax concepts, industry practices, and procedures.

• Proven ability to plan and accomplish goals using sound judgment and prior experience.

• Demonstrated leadership in directing and supporting the work of others.

• Excellent verbal and written communication skills.

• Proficiency in tax software such as GoSystem, CCH Axcess, UltraTax, and Lacerte.

• Solid accounting and analytical skills with a keen eye for detail.

• Strong computer proficiency, particularly in Microsoft Office applications.

• Effective time management and organizational abilities.

• B.Com / M.Com / CA / CPA / EA

What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

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More information about Thomson Reuters can be found on thomsonreuters.com.