Tax Assistant, Remote

The company:

Our industry groups cover construction, healthcare, manufacturing, real estate and financial institutions.

This is a backfill for a team member who moved to another team. We use CCH Axcess Tax and CCH ProSystem fx Engagement. Experience with either helps. Remote within India. The team meets in Lucknow once a quarter, travel covered. Normal working hours, Monday to Friday. You will need a stable internet connection and a backup power source (UPS or inverter).

What you'll do:

• Train and review the work of seasonal and junior staff.
• Review K-1s and track basis for partners and shareholders.
• Calculate quarterly estimated tax payments.
• Gather client documents and follow up on missing items.
• Maintain organised workpapers in CCH Engagement or a similar system.
• Reconcile book-to-tax differences and prepare workpapers.

Required qualifications:

• Organised with dozens of returns in progress at once.
• Experience with CCH Axcess, UltraTax, Lacerte or GoSystem.
• Solid Excel skills.
• Clear written communication for client emails and memos.

Nice to have:

• Checkpoint or another tax research tool.
• Trust and estate returns (Form 1041)
• Real estate partnership clients.

What we offer:

• Health insurance for you and your family.
• Provident fund.
• Paid leave.
• Internet reimbursement.
• Gratuity.
• Meal coupons.

We may close this posting early once we have enough applications.

Please submit your CV in English.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Lucknow CPAs.