At Accountably, we connect top talent in India with exciting opportunities at US CPA, EA, and accounting firms. The company was founded by a US-licensed CPA who spent 7+ years inside US firms.
About the Role
You prepare US tax returns for a CPA firm's clients, in the firm's own tax software and on its workpaper standard. You read organizers and prior-year files, prepare the return, clear diagnostics, and write down every question rather than guessing. Every file goes through preparer, senior, quality and final review before it reaches the firm.
You Will
- Prepare Form 1040 with the common schedules, C, E and F included
- Prepare 1120S and 1065 returns and produce the K-1s
- Compare each return with the prior year and verify carryforwards
- Build the workpaper file and the open question list as you go
- Clear diagnostics before a return moves to review
- Work through review notes, correct and re-tie, and log the pattern so the same note does not come back
- Prepare extension calculations for the firm's approval
Tools
UltraTax CS, CCH Axcess Tax, Lacerte, Drake, ProConnect, SurePrep, TaxDome, Karbon, Suralink, QuickBooks, Xero
About You
Your Background
- A commerce, accounting or CA-track degree for early-career roles, or two-plus years in accounting or tax for experienced roles
- Strong accounting fundamentals and the will to learn US work. We teach the US side.
Nice to Have
US experience helps and shapes the role you start in. Any of these is a plus:
- Individual returns: wages, Schedules C, E and F, K-1 input, basis and at-risk
- 1120S basis and distributions, 1065 allocations and capital accounts
- Depreciation, Section 179 and bonus elections
- Estimated payments, extensions and safe harbours
- Hands-on time in UltraTax CS, CCH Axcess Tax, Lacerte, Drake or ProConnect
Why This Role
You work on real 1040s, 1120s and 1065s for US CPA firms from your first live week. Review findings come back to you every week, and that is how a preparer becomes a reviewer.
