Who We Are
Our company provides expert tax services, delivered by an experienced team.
We offer personalized, strategic support to help clients confidently pay less in taxes and maximize their financial potential. Through proactive planning and in-depth knowledge of tax regulations, we ensure each client receives tailored guidance to meet their unique needs.
Key Responsibilities
- Label entities, fields, line items, and relationships in tax and financial documents (e.g., W-2, 1040, K-1, corporate returns, statements, invoices)
- Extract and normalize values such as dollar amounts, dates, tax codes, taxpayer information, and schedule references
- Apply bounding boxes for OCR/vision tasks where needed
- Maintain gold-standard datasets for model training and evaluation
- Prepare individual, corporate, and partnership tax returns, including related city and state reports and filings
- Enter and analyze previously filed tax returns for optimization or refund opportunities
Mandatory Requirements
- Graduate of Accountancy (CA/CPA required)
- Minimum of 3 years of US Tax experience (technology industry preferred). This requirement is non-negotiable
- Proficient with Google Workspace and MS Office (high level of expertise in Excel and Google Sheets)
- High level of English communication skills
- Quick learner
- Experience with data labeling is a plus
Advantages (Preferred Qualifications)
Tax Software: CCH, ProConnect, UltraTax
Accounting Software: QuickBooks Online (QBO), Xero, etc.
Evaluation Criteria
- Quick to learn new technologies
- Startup experience
- Thorough and well organized
- Responsible, independent, with a strong sense of ownership
- Quick learner with a “can-do” approach
- Great communication skills
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