Job Role- US Taxation Manager Individual Tax HNI

Experience- 8-14years

Location- Ahmedabad, Bangalore, Hyderabad, Mumbai

Key Responsibilities:

- Manage the preparation and review of complex US individual income tax returns (Form 1040) for high-net-worth individuals, ensuring accuracy and compliance with all applicable tax laws and regulations.

- Provide comprehensive US tax advisory services to HNI clients, including tax planning, estate and gift tax planning, and international tax matters, to minimize tax liabilities and maximize wealth preservation.

- Conduct thorough tax research and analysis to address complex tax issues and provide well-reasoned solutions to clients, ensuring informed decision-making.

- Develop and maintain strong relationships with clients, acting as a trusted advisor and providing exceptional client service, to foster long-term partnerships.

- Oversee and mentor junior tax professionals, providing guidance and training to enhance their technical skills and professional development, contributing to the growth of the team.

- Ensure compliance with all US tax filing deadlines and reporting requirements, minimizing the risk of penalties and interest charges for clients.

- Identify and implement tax-saving opportunities for clients through proactive tax planning strategies, enhancing their financial outcomes.

- Collaborate with internal teams, including tax partners and associates, to deliver integrated tax solutions to clients, leveraging the expertise of the firm.

- Stay updated on changes in US tax laws and regulations, communicating relevant information to clients and colleagues, to ensure compliance and informed decision-making.

- Represent clients before the IRS and other tax authorities, as needed, to resolve tax disputes and audits, protecting their interests and achieving favorable outcomes.

Required Skillset:

- Demonstrated expertise in US individual income tax compliance and planning, including experience with Form 1040 and related schedules.

- Proven ability to research and analyze complex tax issues, providing well-reasoned solutions and recommendations.

- Excellent interpersonal and communication skills, with the ability to effectively communicate complex tax concepts to clients and colleagues.

- Strong client service skills, with a focus on building and maintaining long-term relationships.

- Ability to manage multiple projects and meet deadlines in a fast-paced environment.

- Bachelor's degree in Accounting, Finance, or a related field; CPA or Enrolled Agent (EA) certification preferred.

- Adaptable to a hybrid work environment, with the ability to collaborate effectively with remote teams and clients.