Pransform, Inc Hiring for Tax Preparer at Remote Full Time

JOB GRADE LEVEL: JG3
DEPARTMENT: Operations
SUMMARY OF FUNCTIONS
Responsible for U.S. income tax preparation for individuals and companies (Form 1040, 1065,
1120, 1120S, 990, etc.). Identify potential tax credits and liabilities. Ensures accurate and
complete returns are filed in a timely manner of Federal, multi-state and local income tax
returns by adhering to US Tax Compliance and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare and assist in preparing simple to complex tax returns for individuals and/or

small businesses.

• Review various financial records like income statements, receipts of expenditures, and

previous tax returns to determine a strategy for preparing current returns. Interview
clients to get a thorough picture of their financial situation.

• Prepare tax returns using electronic filing software (Pro system FX, Pro series, Lacerate,

Go System, Drake, Ultra tax, Intuit online tax), Additionally QuickBooks expertise is a must

• Help taxpayers/clients by using their federal, state, and local codes and see to it that

clients receive the maximum benefit permitted under the law of government. Uncover
potential deductions and credits. Advise against potential tax liabilities. Ensure clients
do not pay unnecessary taxes. Resolve customer queries.

• Verify totals on past forms for accuracy.
• Calculate and invoice for form preparation fees.
• Perform necessary bookkeeping to keep financial records up-to-date.
• Assist operations team in their daily workload.

KEY PERFORMANCE INDICATORS (KPI)
These KPIs will be essential in assessing the performance of the duties and
responsibilities mentioned above.

• Average 3 hours per tax return for different complexities
• Accuracy of work. The number of errors per form.
• Additional hours on operations work
• Client & Employers Satisfaction

ORGANIZATIONAL RELATIONSHIPS
Reports to the Senior Tax Preparer for review of work and new assignments.
The organization is involved in the IT/ITeS/BPO Industry and has a headcount of 70+ with a
vision to create and leverage, technologies, and partnerships that make clients become
sustainably more successful. We are a part of the Saraff Global group of companies focused on
Diamonds, Energy, Information Technology, Trading, Real Estate, and Plastic Industries, striving
to achieve Business Excellence with Social Significance by Leveraging Eco-Friendly Technologies
and Human Capital. For more details please visit our website www.saraffglobal.com
QUALIFICATIONS

• Quickbooks Expertise
• Minimum 1 year of experience in preparing US tax returns.
• College Degree in any relevant field, for example, commerce or finance.

COMPETENCIES:

• US GAAP – Strong knowledge of US Generally Accepted Accounting Principles (GAAP) or

willing to study independently to acquire this knowledge.

• US Taxation – Strong knowledge of US Taxation rules for individuals and corporates. Must

know how to look up relevant information online.

• Software Expertise – Expert knowledge of at least one tax preparation software. Must be

able to learn new similar software. Examples of software: Pro System FX, Pro Series,
Lacerte, Go System, Drake, Ultra Tax, Intuit Online Tax, Quickbooks, Xero

• Detail oriented – Must be able to juggle large numbers of details simultaneously while

not losing track of their relationships with each other.

• Communication – Communicates clearly, fluently and in a compelling manner to create

understanding. Actively listens to people to understand and seek feedback.

• Ownership and Accountability for Results – Demonstrates ownership for goals. Drives

himself and others to achieve desired results. Reviews and monitors progress with
course correction to ensure success. Raises the bar after each achievement.

• Learnability – Proactively seeks opportunities to learn and relearn. Seeks new

challenging experiences without fear of failure. Quickly attains mastery even in
unrelated areas. Utilizes learning for improving performance.

PHYSICAL DEMANDS
The ability to communicate orally with management, and other co-workers, both individually and in
front of a group is crucial. Regular use of the telephone and e-mail for communication is
essential.
Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is
essential for regular conversations, to receive ordinary information, and to prepare or inspect
documents.
WORK ENVIRONMENT
The job is performed indoors in a modern open office setting.
ADDITIONAL DETAILS FOR CANDIDATES
Industry: ITeS/IT/BPO
Location: India
Salary: As per market standards

Job Types: Full-time, Regular / Permanent

Salary: From ₹400,000.00 per year

Benefits:

• Commuter assistance

Schedule:

• Day shift

Application Question(s):

• Do you have experience in QuickBooks and XERO accounting software?

Experience:

• total work: 1 year (Preferred)

Expected Start Date: 26/09/2022