Deloitte - Tax Manager - US Global Employer Services - HNI

Tax Manager - US Global Employer Services- HNI

- Reviewing U.S. federal tax workpapers and filings, including hands on experience in the following:

- Gift Tax Returns - Form 709

- Estate Tax Returns - Form 706

- Trust Returns - 1041

- Foreign Gifts / Bequests received - 3520

- K-1 - Hedge Funds / PTP / Basis calculations / At Risk reporting and associated foreign forms (K3 Reporting) 926 / 8886 / 8621/ 8865 / 5471 / QBI reporting

- High Risk / informational reporting forms - 3520 / 8865 / 8858

- Instalment Sales & Like Kind Transactions, IRAs

- Tax Planning / Extension / Estimate tax planning

- In depth knowledge of depreciation methods and recapture

- This role will primarily concentrate on delivering individual tax return compliance process services for High Net Worth Individuals (HNI). The services encompass tax accounting, research related to income tax compliance for U.S. federal, state, and international tax issues, and the identification and preparation of advisory services concerning income tax matters.

- Responsibilities will include preparation and review of individual income tax returns, conduct US tax law research and manage tax consulting projects.

- The ideal candidate for this position would embrace the opportunity to work with Deloitte US and global member firms around the world, and to build extensive knowledge in the field of U.S. income tax, be detail oriented, and have excellent people, team management, project management, and leadership skills.

- The position includes comprehensive and potential opportunity to visit the US on a short-term (less than six months) assignment.

Qualifications and Experience

Required:

- Full time Masters in Business Administration (MBA) in Finance or equivalent from reputed University

- 8- 12 or more years in handling complex tax returns for High-Net-Worth Individuals (HNI) and private wealth clients, with signing experience.

- Knowledge of Forms 709, 706, Trust returns 1041, Foreign Gifts / Bequests received - 3520,- K-1 - Hedge Funds, foreign forms 926 / 8886 / 8621/ 8865 / 5471

- Adequate level of familiarity with US federal and state income tax legislation including foreign national and expatriate tax issues.

- Proficiency in tax software (e.g., CCH Axcess, ProSystem fx) and Microsoft Office Suite.

- Excellent written and verbal communication skills in English language

- Strong accounting knowledge

- Critical thinking and analytical skills

- Knowledge on Microsoft Office products - Excel, Word, etc.

- Aptitude for learning technology (proprietary tools such as Tracker)

- Enrolled Agent (EA) accreditation required

Work Location: Hyderabad, Bengaluru, Chennai, Gurgaon, Pune, Mumbai & Kolkata offices

Shift Timings:- 11 AM to 8 PM IST | 2 PM to 11 PM IST