Required Skill Set:

• Accounting / Commerce background (mandatory)
• Familiarity with US taxation concepts (preferred) – Forms such as 1040, W-2, 1099, etc.
• Candidates with CPA internship experience or exposure to tax return preparation will be highly preferred
• Basic understanding of tax calculations and reconciliation
• Strong attention to detail for QA and validation tasks

Note: Candidates without US tax experience but with strong accounting fundamentals can be trained.

Target Candidate Profiles:

• P0: CPA interns/candidates preparing for the CPA
• P1: Candidates with experience in tax return preparation/tax review/return editing

Key Responsibilities:

• Perform QA checks on datasets prepared by CPAs
• Validate:
  • Data completeness and document presence
  • Tax calculations and reconciliation
  • Consistency across forms and supporting documents
• Ensure datasets meet client and IRS compliance standards
• Format and finalize datasets for delivery