Job Summary:
We are seeking an experienced Tax Manager 1040 (HNI) to manage and review U.S. individual tax returns for High-Net-Worth Individuals (HNI). The role involves handling complex tax situations, providing strategic tax planning, and ensuring compliance with federal, state, and local tax regulations.
Key Responsibilities:
- Manage and review complex U.S. individual tax returns (Form 1040) for HNI clients
- Prepare and review related forms and schedules including:
- Schedule A, B, C, D, E, and K-1s
- Forms 1116, 2555, 3520, 5471, 8621, 8938, 8949, and 8960
- Handle complex investments, stock options, RSUs, restricted stock, and partnership interests
- Manage multi-state tax filings and residency/apportionment issues
- Provide tax planning and advisory services for wealth management, estate planning, and gift tax strategies
- Review foreign income reporting and compliance (FBAR, FATCA)
- Identify tax-saving opportunities and risk areas for clients
- Lead client communications, resolve IRS/state tax notices, and represent clients before taxing authorities
- Mentor and manage junior staff, provide technical guidance and training
- Ensure compliance with firm policies, deadlines, and quality standards
Required Qualifications:
- Education: Bachelor's/Master's in Accounting, Finance, or related field (CPA or EA preferred)
- Experience:
- 5+ years of experience in U.S. individual tax compliance
- Strong experience with HNI clients and complex 1040 returns
- Technical Skills:
- Deep knowledge of U.S. tax law and regulations
- Experience with tax software such as UltraTax, ProSystem fx, Lacerte, or Drake
- Soft Skills:
- Strong analytical and problem-solving skills
- Excellent client communication and leadership abilities
- Ability to manage multiple engagements and deadlines
