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
Provide administrative and operational support to advisors, Account Executives, and sales teams, coordinating advisor-related activities and enhancing the advisor experience.
Responsibilities
Provide administrative and operational support to advisors, Account Executives, and sales teams by coordinating advisor-related activities, requests, and operational requirements, including advisor onboarding, licensing and contracting activities, commission-related inquiries, access management, and advisor profile maintenance.
Coordinate the resolution of advisor inquiries, operational issues, and distribution-related requests by working closely with internal partners and ensuring appropriate follow-up and communication.
Support sales and business development activities through the coordination of presentations, finalist meetings, advisor events, roadshows, sales reporting, and other distribution initiatives.
Partner with Account Executives and distribution leaders to enhance the advisor experience, support advisor retention efforts, and contribute to a responsive and consistent distribution support model.
Contribute to the ongoing improvement, standardization, and documentation of processes, tools, and operating practices.
Requirements
Post-secondary education in administration, business, customer service, or a related field
Support the Procurement team in day‑to‑day tendering activities, focusing on tender administration, procurement systems management, bidder engagement, and governance compliance.
Design, develop and maintain data solutions for data generation, collection, and processing. Create data pipelines, ensure data quality, and implement ETL processes to migrate and deploy data across systems.
Responsibilities
Expected to perform independently and become an SME.
Required active participation/contribution in team discussions.
Contribute in providing solutions to work related problems.
Collaborate with cross-functional teams to understand data requirements and deliver scalable solutions.
Monitor and optimize data workflows to improve performance and reliability.
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.
Senior Director, Global Brand Management Systems & Operations
Lead global brand transformation, modernize workflows, platforms, and AI-enabled processes to scale brand impact.
Compensation
For roles located in the US, the estimated salary range for this position is $208,000.00 to $333,000.00 USD per year, which may include potential sales incentive payments (if applicable).
Responsibilities
Redesign end-to-end brand workflows
Modernize priority workflows across planning, briefing, creative development, approval, localization, asset delivery, reuse, and measurement
Eliminate operational drag between internal brand teams, in-house studios, and external creative agencies
Serve as Global Brand business lead for AI use cases
Lead development of the C-Star open-source modeling toolkit, focusing on Python software and scientific workflows.
Responsibilities
Design, build, test, & maintain C-Star software components alongside a multidisciplinary, scientifically-oriented team.
Quickly generate working software prototypes to address emerging needs and user feedback.
Independently execute on projects, keeping a focus on high-level goals while maintaining flexibility to diagnose and solve problems as they arise.
Assist fellow developers via code reviews, design discussions, and testing.
Support internal and external users via issue review, troubleshooting, tutorials, requirement-gathering, and documentation.
Requirements
Bachelor’s, Master’s, Doctorate degree, or equivalent work experience in a technical field (e.g., oceanography, atmospheric science, physical science, applied mathematics, computer science).
Support the maintenance and development of the management system for the Global Technology division, including administration, evaluation creation, process digitalization, and training material development.
Compensation
Fair compensation for your contribution: We know your work is valuable and want to make sure you are compensated fairly.
Responsibilities
Assisting with the administration of the management system (e.g., user management, editorial maintenance of process-related documents)
Defining and creating evaluations, particularly through automation/dashboards, e.g., in Power BI
Supporting the revision of processes towards digitalization and automation, e.g., through workflow management systems
Assisting in the creation of training and informational materials
Requirements
Advanced studies in a technical or IT-related degree program such as Business Informatics, Industrial Engineering, Data Science, or a similar field
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