Tax Senior - US Individual Tax - 1040 & HNI

Key Responsibilities:

Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues

Prepare and/or review returns for corporate, partnership, or individuals, including federal, foreign, state and local tax return, estimated payments and extensions

Support Tax Staff in delivering including coaching and reviewing their work

Review extensions and quarterly estimates Identify opportunities for continuous improvement and contribute towards implementing them

Qualifications:

Bachelor's or Masters degree in Commerce or Finance or similar required. (CPA (US) or CA (ICAI) preferred. If not a CPA (US) or CA (ICAI), must meet educational requirements to obtain the same upon hire).

Minimum of 3 years of experience in US Taxation, should have experience in both Federal and States. Should have 6 to 12 months of review experience. Having experience in Form 1041 is added advantage.

Relevant experience in understanding of HNI reporting requirements like Complex hedge funds, PTP, Multi state adjustments, forms 1098 & 1099 series & other foreign forms like FINCEN 114, FATCA, PFICs 8621.

Experience in CCH Axcess & Sureprep Lead sheet is preferable.

Excellent customer service skills and experience managing multiple client engagements. Motivated to meet client deadlines and provide excellent client service

Strong written and verbal communication and interpersonal skills. Ability to work effectively both as part of a team and independently.

Highly motivated and takes initiative for professional growth and development

Should be willing to learn other tax form per business requirement.