US Individual Tax (Form 1040 - HNI)

Open Positions:

Tax Manager - Ahmedabad

Senior Lead / Lead Analyst - Chennai

Lead Analyst - Ahmedabad

Experience : 4 - 8 years

Timing : 08:00 AM - 04:00 PM

Job Description :

• Review complex US Individual Tax Returns (Form 1040) for HNI clients, ensuring accuracy and compliance.
• Handle and review FBAR, FATCA (Form 8938), Schedule K-1, AMT, multi-state returns, stock options, RSUs, ESPPs, investment income, and capital gains.
• Manage tax matters related to foreign income, cross-border taxation, trusts & estates, residency, and sourcing rules.
• Identify tax planning and optimization opportunities while managing compliance risks.
• Review work prepared by team members and provide technical guidance on complex tax issues.
• Ensure timely filing and compliance with IRS regulations, deadlines, and internal quality standards.
• Act as a key point of contact for clients and address tax-related queries.
• Mentor and supervise team members, ensuring quality, productivity, and timely delivery.
• Handle IRS notices, audits, and tax authority correspondence when required.
• Stay updated on US tax law changes and support process improvements and best practices.
• Support senior leadership with client retention, engagement management, and practice growth