Overview
Manager for HNI domestic and global mobility U.S. tax compliance, leading end-to-end compliance for complex individual and fiduciary engagements.
What you'll do
- Lead preparation, review, and signing of complex U.S. individual, fiduciary, gift, and estate tax returns (Forms 1040, 1041, 709, 706).
- Manage a client portfolio of HNI, domestic, and globally mobile clients with timely, accurate delivery.
- Review complex returns covering multi-state taxation, trusts and estates, K-1 reporting, foreign financial assets, PFICs, and cross-border considerations.
- Provide technical guidance on individual, trust, gift, and estate tax matters and related reporting requirements.
- Serve as primary escalation point for complex tax technical issues and engagement risks.
- Manage the end-to-end compliance lifecycle from acceptance through post-filing support.
- Monitor budgets, productivity, turnaround times, and quality metrics.
What you'll need
- 8+ years of experience in U.S. individual taxation with exposure to HNI, domestic, global mobility, trust, gift, and estate tax compliance.
- US CPA or Enrolled Agent (EA) designation required.
- Experience reviewing complex Forms 1040, 1041, 709, and 706.
- Strong expertise in U.S. individual, fiduciary, gift, estate, multi-state, and international tax matters.
- Proven experience managing teams, client relationships, and large-scale tax compliance engagements.
- Exceptional analytical, communication, stakeholder management, and leadership skills.
Details
- Employment type: full-time.
- Work location listed as Bengaluru / Kolkata and Hyderabad.
Read the full description and apply on the company’s own careers page.
