We are seeking an experienced and knowledgeable Senior Manager to lead our Tax PCS 1040 team. This role will involve delivering a comprehensive range of individual tax services, ensuring compliance with US tax laws, and providing exceptional consulting and planning expertise to our High-Net-Worth Individual (HNI) clients. The successful candidate will possess strong experience with 1040 Individual Tax returns, including familiarity with Schedule K1, K2, and K3, and will manage a team of 30-40 professionals.
Key Responsibilities:
Oversee and deliver a full range of Individual tax services, ensuring compliance with US tax laws and regulations.
Build and maintain relationships with clients, providing expert planning, consulting, and advisory services.
Review and manage complex 1040 tax returns, particularly for Private Wealth services or advisory groups.
Ensure the accuracy and compliance of Tax returns and supporting work papers as per US Tax Law.
Handle compliance for Individual (Form 1040) and quarterly estimates. Knowledge of BNA is preferable.
Manage all aspects of tax assignments from planning through finalization.
Lead a team of 30-40 professionals, ensuring effective performance and development.
Must-Have Skills and Qualifications:
Experience: Minimum 8+ years of progressive US/Global taxation experience, with a strong focus on PCS 1040 Individual Tax.
Technical Knowledge: Thorough understanding of Schedule K1, K2, and K3, including experience with footnotes, tax transactions, installment sales, foreign transactions, and related complex issues.
Client Experience: Proven track record working with High-Net-Worth Individual (HNI) clients.
Team Management: Experience in managing a large team (30-40 members).
Qualifications: CA/CPA/EA certification required. Knowledge of 1041 Tax is an added benefit.
Work Ethic: Must be willing to work from the office all 5 days a week.
Desirable Skills:
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills for client interactions.
Proven ability to handle complex tax planning and advisory roles.
Proficiency with tax software and tools relevant to US/Global taxation.
If you meet the above criteria and are looking for an opportunity to lead a dynamic team in a prestigious firm, we invite you to apply for this position.
