Senior Associate – US Tax Compliance & Planning

Job Title: Senior Associate US Tax Compliance & Planning

Location: Delhi-NCR / Remote (India)

Company: Avantage Partners

Experience: 23 Years (Qualified CA/CPA/EA) | 5+ Years (Semi-Qualified)

About Avantage Partners

Avantage Partners is a premier finance and accounting outsourcing firm dedicated to empowering US-based Small and Medium Businesses (SMBs). We act as a strategic partner to our clients, providing high-accuracy bookkeeping, real-time reconciliations, and sophisticated budget forecasting. Our mission is to give business owners back their time and provide the financial clarity they need to scale.

The Role

We are seeking a detail-oriented US Tax Specialist to lead tax compliance and planning initiatives for our diverse portfolio of US clients. You will be responsible for the end-to-end preparation and filing of federal and state tax returns, ensuring our clients remain compliant while identifying strategic opportunities for tax savings.

Key Responsibilities

• Tax Preparation & Filing: Expertly prepare and review complex US Federal and State tax returns, specifically focusing on:
• Form 1040: Individual Income Tax Returns.
• Form 1065: Partnership Returns (including K-1 distributions).
• Form 1120 / 1120S: Corporate and S-Corp Tax Returns.
• Tax Planning: Collaborate with US business owners to develop proactive tax-saving strategies and year-end projections.
• Compliance & Research: Stay current with evolving IRS regulations and TCJA updates; conduct technical research on complex tax issues.
• Quality Control: Perform multi-level reviews of workpapers to ensure 100% accuracy before filing.
• Client Advisory: Support the accounting team in aligning bookkeeping data with tax requirements to ensure seamless year-end closing.

Required Qualifications & Skills

• Education: Qualified CA, CPA (US), Enrolled Agent (EA), or Semi-Qualified Professional.
• Technical Expertise: * Deep understanding of Forms 1040, 1065, 1120, and 1120S .
• Proficiency in US Tax Software (e.g., Drake, Lacerte, UltraTax, CCH ProSystem , or GoSystem ).
• Advanced Excel skills and familiarity with QuickBooks Online or Xero .
• Experience: 23 years for Qualified professionals or 5+ years for Semi-Qualified candidates in a US Tax KPO or outsourcing environment.
• Soft Skills: Exceptional written and verbal English communication; ability to work independently in a fast-paced environment.

What We Offer

• Global Exposure: Work directly with US-based entrepreneurs and SMBs.
• Growth Path: Opportunity to lead a tax division as we scale.
• Flexible Culture: A professional environment that values results over micromanagement.
• Work-Life Balance: Competitive compensation with clear policies on US tax season hours.