Tax Admin Assistant

Overview

CloudIT is seeking an experienced, well-rounded and efficient Tax Admin Assistant for one of its client. The ideal candidate is a US Tax professional with 3-5 years of experience with exceptional client management skills, who has hands-on experience preparing US Indivudual and Business tax returns

Key Responsibilities

• Tax Preparation & Support: Prepare U.S. individual and business tax returns for review. Review and organize client tax documents and identify missing information. Make return revisions based on reviewer feedback. Assist with extensions, estimated tax payments, e-file authorizations, and other tax-related processes.
• Client & Workflow Support: Communicate with clients regarding documents, signatures, appointments, and outstanding items. Track tax returns through preparation, review, signature, filing, and completion. Maintain accurate client records, notes, statuses, and deadlines within firm systems. Escalate complex tax questions or issues to the appropriate Tax Professional.
• Administrative Support: Provide administrative support to the Tax Department and assist with client onboarding. Schedule appointments, assist with client follow-ups, and prepare professional correspondence. Maintain organized and accurate electronic client files. Assist with Tax Department projects and other related duties as assigned.
• Confidentiality & Compliance: Follow established firm procedures, workflows, and Standard Operating Procedures (SOPs). Maintain confidentiality and securely handle sensitive clients, tax, and financial information.

Required Qualifications & Skills

• Fluent in spoken and written English.
• Previous experience preparing U.S. individual and/or business tax returns.
• Previous administrative or virtual assistant experience.
• Familiarity with U.S. tax documents and the tax preparation process.
• Strong organizational, time management, and attention-to-detail skills.
• Ability to manage multiple priorities and meet deadlines with minimal supervision.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and/or Google Workspace.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Desired Profile:

Previous experience with a U.S.-based tax, accounting, bookkeeping, or CPA firm.

Experience with Canopy Tax or similar practice management software.

Experience with professional U.S. tax preparation software.

Experience with QuickBooks Online (QBO).

Familiarity with Forms 1040, 1065, 1120, and 1120-S.

Pay: From ₹800,000.00 per year

Application Question(s):

• DO you have client communication experience?
• Do you have 2-3 years of experience in U.S. tax preparation?
• Do you have Quickbooks (QBO) or Canopi experience?
• Have you prepared tax forms- 1040, 1065, 1120 and 1120s?

Language:

• English (Required)

Shift availability:

• Night Shift (Required)

Work Location: Remote