Citrin Cooperman - Manager - US Taxation - CA/CPA

Job Title: Tax Manager - U.S. Individual (1040/1041) Returns

Job Summary:

We are seeking an experienced Tax Manager to lead and manage U.S. individual and fiduciary tax return engagements (Form 1040 and 1041), primarily for High Net-Worth Individuals (HNI). The role involves client management, technical tax review, team leadership, and ensuring compliance with U.S. tax regulations.

Key Responsibilities:

- Manage HNI clients with complex life events impacting their U.S. Individual (1040) and Fiduciary (1041) tax returns.

- Review U.S. tax returns, particularly 1040 HNI individual returns, ensuring accuracy and compliance.

- Provide guidance on a wide range of tax issues and conduct independent tax research when required.

- Build, maintain, and develop strong client relationships across consulting and compliance engagements.

- Oversee engagement workflow, team resource allocation, and billing management.

- Mentor, train, and supervise junior staff, monitoring their progress and providing technical guidance.

- Deliver staff training sessions and support professional development of team members.

- Collaborate effectively with peers, supervisors, and U.S.-based colleagues to deliver high-quality outcomes.

Experience & Skills Required:

- Proven ability to conduct independent tax research and resolve complex, unfamiliar tax scenarios.

- Strong communication skills with fluency in English (written and spoken).

- Proficiency in multitasking, managing multiple projects, and meeting deadlines in fast-paced environments.

- Experience in training, supervising, and developing staff to deliver accurate and timely results.

- Positive, enthusiastic attitude with strong teamwork and leadership qualities.

- Willingness to work extended hours during busy tax seasons.

- Familiarity with U.S. tax software including CCH Axcess Tax, Gofile Room, and CaseWare.

Position Requirements:

- Professional qualification: Chartered Accountant (CA), Certified Public Accountant (CPA - U.S.), or IRS Enrolled Agent.

- Minimum of 8+ years of relevant experience, with significant focus on reviewing 1040 HNI returns.

- Strong knowledge of U.S. tax compliance and consulting for HNI individuals.