Tax Manager - US Individual Tax
Posted 4 weeks ago
Posted 4 weeks ago
Tax Manager - US Individual Tax
Description:
Location: Bangalore/Udupi, Karnataka
Role: Manager US Individual Taxation
Qualification: Graduation/PG; EA is an added advantage
Experience: 1012 years
Reporting To: VP - Tax
About the Company:
The group is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit,
Job Summary:
We are seeking a Tax Manager to join our dynamic team. This role offers the opportunity to lead and contribute to critical US individual tax operations, support client engagements, and help strengthen tax compliance processes. The position is based in Bangalore or Udupi, Karnataka, and leverages 8-12 years of experience in US tax returns, international information
reporting, and tax compliance.
Key Responsibilities:
- Reviewing US Individual & Business tax returns Form 1040, 1040NR, including state income tax filings.
- Solely handle mid-complex to complex returns.
- Ability to find out the most optimal tax for the clients.
- Knowledge on International information reporting (FBAR, FATCA, Form 8621, 3520, 3520A, 5471, 8865, etc)
- Understand the clients' filing requirements depending on their tax scenario and help clients with 100% compliance as per the rules.
- Solid understanding of the US tax implications for Individual tax filing.
- Researching, analyzing, and interpreting changing tax rules.
- Explaining the different tax laws to clients and helping them understand their legal obligations and adapt to changes in tax legislation.
- Representing Clients in front of the IRS for tax matters with a proper POA.
- Involvement with consultancy and research projects.
- Regular contribution to in-house training meetings/management group meetings on technical topics
- Supervising Tax Assistants, in conjunction with managers, and contributing to their career development
- Added advantage for people working in Drake / Lacerate tax software.
Delivery Management:
- Responsible for extensive client leads and managing the same end-to-end (data gathering, validation, client clarifications, review, delivery of returns, and billing).
- Management of each clients tax compliance with setting up the right expectation for work scope to be performed and delivery timeline.
- Recognition of complex client issues and effective communication of those to the Manager / Director and the client at the appropriate time.
- Taking responsibility for all compliance processes and monitoring the various filing requirements.
- Making sure that there are no client escalations and that the preparers properly follow the tax return processes.
- Active involvement in building client relationships.
- Full involvement in the billing process & client follow-ups.
- Go overboard in finishing the tasks within deadlines and making sure that the entire team is driven to perform within deadlines.
Work Arrangement:
Location: Bangalore or Udupi (on-site).
Peak season: Jan to April 15 and Sept to Oct 15 (9:30 PM 6:30 AM).
Off-season: 2 PM 11 PM.
Permanent Work from the Office is mandatory.
Didn’t find the job appropriate? Report this Job
