The Manager, HNI, Domestic & Global Mobility Tax is responsible for leading the delivery of U.S. tax compliance services for High Net Worth Individuals (HNIs), domestic taxpayers, globally mobile employees, trusts, estates, and gifting structures.
Locations (2)
Bangalore, Karnataka, India
Kolkata, West Bengal, India
Responsibilities
Lead the preparation, review, and signing of complex U.S. individual, fiduciary, gift, and estate tax returns, including Forms 1040, 1041, 709, and 706.
Manage a portfolio of HNI, domestic, and global mobility clients, ensuring timely and accurate delivery of tax compliance services.
Review complex tax returns involving multi-state taxation, trusts and estates, K-1 reporting, foreign financial assets, international information reporting, PFICs, equity compensation, executive compensation, and cross-border tax considerations.
Provide technical guidance on individual, trust, gift, and estate tax matters, including wealth transfer planning considerations and tax reporting requirements.
Serve as the primary escalation point for complex tax technical issues and engagement-related risks.
Take ownership of meaningful tax engagements and make a real impact on clients and their businesses by reviewing tax returns and managing engagements independently.
Compensation
Pay: $75,000.00 - $95,000.00 per year
Responsibilities
Review federal income tax returns, including Forms 1040, 1065, 1120, 1120S, and 1041.
Manage tax engagements from initial preparation through final review and completion.
Ensure accuracy, compliance, and quality across individual, corporate, partnership, and fiduciary tax returns.
Collaborate with colleagues to coordinate deliverables, resolve tax questions, and meet deadlines.
Identify tax planning opportunities and provide practical guidance to clients.