Overview
Tax Compliance – Senior Associate (HNI) responsible for managing U.S. individual tax compliance engagements for high net worth individuals and related structures.
What you'll do
- Prepare and review U.S. tax compliance deliverables for HNIs, domestic taxpayers, and globally mobile employees.
- Prepare and review complex Forms 1040, 1041, 709, and 706.
- Conduct technical U.S. tax research and coordinate with clients and advisors.
- Manage engagement teams, including performance measurements and turnaround/quality targets.
- Interact with clients to resolve open items and explain tax positions.
- Review U.S. individual income tax returns, including complex items involving K-1s, PFICs, and international filings.
- Mentor and supervise junior team members and support team development initiatives.
What you'll need
- 4–7+ years of experience in U.S. Individual Tax Compliance (HNI, domestic and/or global mobility taxation).
- Experience preparing and reviewing Forms 1040, 1041, 709, and 706.
- Exposure to multi-state taxation, trusts and estates, foreign reporting, and international individual tax compliance.
- Strong ability to manage multiple engagements and deliver high-quality work within tight deadlines.
- Strong analytical, technical research, communication, and client service skills.
- Proficiency with U.S. tax compliance software, Microsoft Office, and workflow management tools.
Details
- Employment type: full-time.
- Work locations: Bangalore/Kolkata and Hyderabad.
- Location listed in source: Bengaluru, Karnataka, India; Kolkata, West Bengal, India.
Read the full description and apply on the company’s own careers page.
