Senior Associate, Ultra High Net Worth, US Tax

Overview

Senior Associate on the Ultra High Net Worth Multi-Generational Families team, providing holistic income tax, estate, gift, generation-skipping, philanthropic, retirement and trust planning and compliance for post-liquidity families and corporate executives.

What you'll do

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting.
• Review work to ensure high quality results.
• Review client's current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
• Review complex individual income tax returns (Form 1040), preferably for high net-worth individuals and investment-focused taxpayers.
• Prepare partnership tax returns (Form 1065) and Schedule K-1s.
• Analyze the flow of partnership and other pass-through income from Schedule K-1 into Form 1040.
• Prepare investment-related tax reporting, including brokerage statements, Forms 1099-B/1099-DIV/1099-INT, capital gains and losses, and investment income.
• Apply working knowledge of partnership basis, passive activity limitations, investment income, and multi-state tax considerations.
• Prepare and reconcile complex tax workpapers and independently identify missing or inconsistent information.
• Use tax software such as GoSystem and/or CCH Axcess Tax to complete engagements.

What you'll need

• Bachelor's or master's degree in accounting or a business-related field.
• 3+ years' experience in reviewing complex individual income tax returns (Form 1040), preferably for High Net-Worth Individuals and Investment-focused taxpayers.
• Experience preparing partnership tax returns (Form 1065) and Schedule K-1s.
• Strong understanding of the flow of partnership and other pass-through income from Schedule K-1 into Form 1040.
• Experience with investment-related tax reporting, including brokerage statements, Forms 1099-B/1099-DIV/1099-INT, capital gains and losses, and investment income.
• Working knowledge of partnership basis, passive activity limitations, investment income, and multi-state tax considerations.
• Ability to prepare and reconcile complex tax workpapers and independently identify missing or inconsistent information.
• Proficiency with GoSystem and/or CCH Axcess Tax.
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team.
• Excellent client relations and interpersonal skills, able to work closely with clients to answer questions or collect necessary information for client service engagements.
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks.
• Ability to complete tax planning and research tasks.
• Solid technical skills in accounting, tax compliance and research.

Nice to have

• Experience with SurePrep.
• Tax compliance review experience.
• Enrolled agent / CPA license.
• Master in US Taxation.
• Experience with GoSystem/CCH, SurePrep, multi-state and Form 1065 investment partnership work.
• Experience with a national or large regional accounting firm.
• Working knowledge of tax code and technical aspects of tax preparation and compliance.
• Strong technical skills in accounting and tax preparation within the real estate industry; review experience a plus.
• Experience in dealing with international tax matters.

Details

• Location: Gurugram.
• Work mode: a minimum of two days per week in the office is mandatory, based on the roster approved by leadership; assigned days are fixed and must be followed without changes or shifts.