Tax Consultant

About SAPRO

SAPRO is a full-service Consulting firm specializing in Assurance, Taxation and Advisory by strategically partnering with public accounting firms and corporate entities in the US. We are partnering with a renowned US CPA Firm, who are one of the top 15 Accounting firms in the United States. They are broadening their scope in India in collaboration with us.

Job Title: Experience Associate- Tax Consultant

Tax Associate is responsible for assisting in the preparation of tax returns, conducting tax research, and supporting the tax team in delivering high-quality service to clients. This entry-level role is ideal for individuals looking to build a strong foundation in tax compliance and consulting within a professional accounting environment. The Tax Associate will work closely with senior team members to ensure accurate and timely tax filings, gaining exposure to various industries and tax issues.

Key Responsibilities

• Tax Preparation & Compliance:
• Assist in the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Gather and organize client financial information, ensuring all relevant data is included for accurate tax filings.
• Prepare supporting schedules and documentation for tax returns and assist with tax provisions.
• Ensure timely filing of tax returns and extensions, and assist in electronic filing processes.
• Tax Research & Analysis:
• Assist to Conduct tax research on various federal, state, and local tax issues, including regulations and potential tax savings opportunities.
• Prepare tax research memoranda and assist senior staff in communicating findings to clients.
• Stay updated on changes in tax laws and regulations, applying relevant knowledge to client engagements.
• Client Support:
• Assist with client inquiries regarding their tax returns, notices, and general tax matters.
• Collaborate with clients to collect necessary information, ensuring compliance with filing deadlines.
• Communicate with clients in a professional manner, maintaining confidentiality and fostering positive relationships.
• Workpaper Preparation & Documentation:
• Prepare workpapers and document all relevant information for tax filings in accordance with firm standards.
• Ensure proper organization and storage of client documents, following compliance and regulatory guidelines.
• Assist in maintaining accurate client files and records for audit readiness.
• Collaboration & Teamwork:
• Work closely with Tax Seniors, Managers, and Senior Managers to deliver tax compliance and consulting services.
• Participate in team meetings, training sessions, and discussions on tax planning strategies.
• Collaborate with audit and accounting teams to ensure comprehensive client service.
• Learning & Development:
• Develop a strong understanding of tax laws, regulations, and industry best practices.
• Participate in internal training and professional development opportunities to enhance technical tax skills.
• Take initiative to develop problem-solving and analytical skills related to tax issues.

Required Qualifications & Skills

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or Accounting is a plus).
• 3+ years of experience in tax, accounting, or related fields
• Basic understanding of federal, state, and local tax laws and regulations.
• Strong attention to detail, with excellent organizational and time management skills.
• Strong communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
• Proficiency in Microsoft Office Suite (Excel, Word) and familiarity with tax software (e.g., UltraTax, CCH Axcess ProSystem, Lacerte) is a plus.

Preferred Skills

• Actively pursuing Certified Public Accountant (CPA) or Enrolled Agent (EA) designation.
• Entry-level experience in a public accounting firm or accounting department.
• Strong analytical and research skills with the ability to interpret tax laws and regulations.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Working Conditions

• Office-based role with the potential for hybrid or remote work depending on firm policies.
• Flexibility to work extended hours during peak tax season.