Process Trainer - US Taxation
Role Details:
| Designation | Team Leader / Manager | Department | L&D |
| Grade | 5D / 4C | Sub Grade | Intermediate Level |
| Role | Process Trainer - US Tax | Process | Learning & Development |
| Reporting to | Gargi Pandit | Department Head | Kevin Dias |
IJP Criteria:
- Minimum of one year's continuous employment with the organization is mandatory.
- Employee must have received "Met Expectation" & above rating in last appraisal.
- Employees who have been promoted in the past year through an appraisal IJP are ineligible to reapply through IJP.
- Employees may apply for roles that are one level higher than their current position for Vertical IJP.
- Employees may apply for roles at the same level as their current position for Lateral IJP.
- Employees must not be on a Corrective Action Plan (CAP) or have received any formal warnings from HR.
- Employees must remain with the organization for at least one year after being promoted through the internal job posting (IJP) process.
- A minimum tenure of 18 months in the new role is mandatory before employees can apply for any subsequent role change or IJP.
- This internal job posting (IJP) is for Hyderabad and Ahmedabad location for the US Tax role, and this opportunity is open only for roles that require working from Hyderabad or Ahmedabad office.
- Employees who were rejected in a recent internal job posting (IJP) are ineligible to apply for new IJPs for six months following the month of their rejection.
- Employees currently on notice period must withdraw their resignation if they wish to apply through the internal job posting (IJP) process.
Interview & Selection Process:
- Application Review: The HR team will verify all applications according to IJP criteria.
- Round One: The recruitment team, along with the hiring manager and department head, will conduct interviews to evaluate candidates based on the assessment criteria.
- Round Two: Global CHRO and the COO will review and approve the final fitment.
Desired Skills:
- Academic: Graduate or Post-Graduate degree in Commerce, or an equivalent professional accounting qualification.
- Experience: 3-4 years of hands-on experience in US Taxation or international Accounting.
- Accounting Software: Familiarity with leading Taxation platforms such as Drake, CCH, Gosystem, Lacerte is highly advantageous, alongside an ability to adapt to new software quickly.
- Office Productivity: Sound proficiency in MS Office, with advanced knowledge of MS Excel and Outlook.
- Analytical Thinking: Superior analytical and problem-solving skills with a highly detail-oriented approach to financial data.
- Communication: Exceptional verbal and written English communication skills for effective client and team interaction.
- Adaptability & Collaboration: Proven ability to work both independently and collaboratively across different organizational levels, with the flexibility to adapt to varying shift timings.
Job Description:
- Core Domain Expertise: Strong technical knowledge of US Federal and State taxation, including Individual (Form 1040), Partnership (Form 1065), and corporate taxation (Form 1120/1120S).
- Tax Software Mastery: Hands-on expertise training teams on specialized tax software (e.g., UltraTax, Drake, GoSystem, and alike software) and tax research tools.
- Analytical Up-skilling: Skill in training employees on how to review source documents (W-2s, 1099s, K-1s) and map them accurately into tax software.
Aligned Competencies & Behaviors
- Constructive Communication: Explains dense, ever-changing IRS tax codes and compliance mandates with high clarity and empathy.
- Collaboration & Co-Creation: Actively collaborates with Tax Managers and Senior Reviewers to convert real-world client feedback and common tax errors into live, collaborative case studies.
- Growth Orientation: Demonstrates a personal commitment to continuous upskilling. Proactively updates the training curriculum to reflect the latest annual IRS tax updates and changes.
Additional Details:
| Qualification | Graduate in Commerce / Postgraduate in Commerce |
| Language Proficiency (If Any) | English, Hindi, Marathi. |
| Required Certifications (If Any) | NA |
| Computer Proficiency & specifications | Sound Knowledge of MS Office, mainly MS Excel and MS Word |
| Behavioral Competencies (ASK Framework) | Should be a cultural fit for PABS |
