US Tax Manager - Private Client Services

Role Overview

We are seeking a manager to lead our Private Client Services team overseeing day-to-day compliance for clients and managing the team. The candidate should be located in Mumbai or willing to relocate there.

Key Responsibilities

• Review a spectrum of US tax compliance filings, from straightforward to complex, including US Federal & State individual tax returns (Form 1040) for high-net-worth clients, as well as trust and estate tax returns such as Forms 1041, 706, and 709.
• Possess good knowledge of various foreign tax forms including 8621, 926, 8865, 8886, 8938, among others.
• Manage clients with complicated tax scenarios involving multiple state returns, diverse filing statuses, and ownership interests in partnerships and S corporations.
• Stay current with tax legislation and integrate updated regulations into client work and communication.
• Foster collaborative relationships across industry service groups to deliver integrated client service excellence.
• Adhere to firm policies, procedures, and professional standards.
• Lead engagements by managing team structures, efficiently leveraging resources, and developing the team through training to enhance client experience.

Preferred Candidate Profile

• Master's degree in finance or accounting.
• Mandatory Enrolled Agent certification.
• Eight to ten years of hands-on experience in US tax compliance for individuals, estates, and trusts.
• Strong communication skills for managing client relationships and fostering positive teamwork with colleagues in both the US and India.
• Proven experience in team management, including coaching and mentoring.
• Proficiency in tax software and technology such as CCH Axcess, SurePrep Binders, and Microsoft Office applications.

Skills and Attributes for Success

• Ability to work autonomously and plan effectively despite ambiguity.
• Excellent interpersonal abilities focused on building and maintaining highly functional teams.
• Capable of clearly articulating and positioning complex and critical challenges.
• Strong prioritization skills managing several complex projects simultaneously.
• Effective influencing skills and confidence to challenge existing processes when necessary.
• Contribution to a positive team atmosphere through dedication and optimism in approaching work challenges.