Process Lead

Prepare and review U.S. federal and state tax returns, primarily covering:

• U.S. Individual Tax Returns – Form 1040
• U.S. Corporate Tax Returns – Forms 1120 and 1120S
• U.S. Partnership Tax Returns – Form 1065
• Applicable state and local income tax returns and related filings

1. Perform review of tax returns, supporting workpapers, tax adjustments, and supporting documentation to ensure accuracy, completeness, and compliance with applicable U.S. tax regulations.
2. Handle end-to-end client deliverables, including planning, preparation/review, resolution of review points, finalization, and timely completion of assigned work.
3. Manage multiple engagements and assignments simultaneously while meeting client deadlines, internal timelines, and quality standards.
4. Provide guidance and constructive review feedback to team members and assist in resolving technical and procedural issues.
5. Maintain a working knowledge of U.S. federal and state taxation and stay updated on relevant tax law changes, filing requirements, and compliance developments.
6. Communicate effectively with managers, team members, and clients regarding assignment status, information requirements, open items, and technical matters.
7. Escalate complex or unusual tax matters to the appropriate level of hierarchy and assist in researching and resolving such matters.
8. Ensure compliance with internal processes, engagement protocols, documentation standards, and quality control procedures.
9. Demonstrate strong proficiency and adaptability in using tax software, accounting applications, Microsoft Office, and other emerging technologies relevant to U.S. tax compliance.
10. Contribute to process improvements, knowledge sharing, and development of efficient approaches to tax compliance and review activities