The Senior Associate, HNI, Domestic & Global Mobility Tax is responsible for managing the preparation and review of U.S. tax compliance engagements for High Net Worth Individuals (HNIs), domestic taxpayers, globally mobile employees, trusts, estates, and gifting structures.
Locations (3)
Bangalore, Karnataka, India
Kolkata, West Bengal, India
Hyderabad, Telangana, India
Responsibilities
Review all types of US individual income (HNI) tax returns.
Demonstrate a high level of proficiency of tax technical knowledge and independently handle complex returns involving K-1s, PFICs, and international filings.
Manage the engagement team -Set performance measurements and ensure that performance goals, including engagement economics, turnaround time and quality targets are met.
Interact with clients to resolve open items and explain tax positions
Identify and lead new services that the service line can perform at the VVN.
Requirements
Nice to have: CPA
Nice to have: EA
Nice to have: progress toward a professional tax qualification
The Experienced Associate, HNI, Domestic & Global Mobility Tax is responsible for the preparation and coordination of U.S. tax compliance engagements for High Net Worth Individuals (HNIs), domestic taxpayers, globally mobile employees, trusts, estates, and gifting structures.
Locations (3)
Bangalore, India
Kolkata, West Bengal, India
Hyderabad, Telangana, India
Responsibilities
Prepare U.S. individual, fiduciary, gift, and estate tax returns, including Forms 1040, 1041, 709, and 706.
Assist in the preparation of complex tax returns involving high-net-worth individuals, trusts, estates, partnerships, and globally mobile employees.
Analyze tax documents and financial data to ensure accurate reporting and compliance with applicable federal, state, and international tax regulations.
Prepare workpapers, tax calculations, and supporting schedules for review by senior team members.
Research technical tax issues and assist in analyzing tax implications related to individual, trust, estate, gift, and mobility tax matters.