Senior Manager - US Tax 1041

Your key responsibilities

Senior Manager 1041- US Tax

- Should be able to review simple to complex tax compliance with regards to US Federal & State Individual tax returns for HNI clients (1040), Trusts & Estate Tax Returns (1041s, 706, 709 etc.).

- Have good understanding of various foreign forms such as 8621, 926, 8865, 8886, 8938 etc.

- Have working experience handling clients having some of the complex tax issues such as multiple state filings, different filing statuses, clients having ownership interest in Partnership & S corporation entities etc.

- Keep updated with the relevant rules and regulations with regards to ongoing tax legislation and apply the same on the work and handle client communications effectively.

- Build relationships across industry service groups to ensure client service excellence through an integrated approach.

- Comply with the firm's policies, procedures, and professional standards.

- To manage engagements through teaming structure, leveraging resources appropriately and developing and training the team that will enhance client experience.

To qualify for the role, you must have

- Master's degree in finance/accounting.

- Enrolled Agent Certification will be an added advantage.

- Eight - Ten years of relevant work experience handling US Tax compliance for Individuals, Estates and Trusts.

- Strong communication skills to handle client relationships and maintain great working relations with the team members both in US & India.

- Experience in handling a team of people in the past and taking part in coaching and mentoring them.

- Strong technological skills such as CCH Axcess, Sureprep binders, Microsoft applications etc.