Associate Manager - 1040 HNI

Withum; Bengaluru; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Withum in Bengaluru invites an Associate Manager to lead US individual and business tax engagements. You will oversee 1040/1041-HNI related work, coordinate with India and US leaders, and mentor junior staff while ensuring timely delivery and high-quality tax outcomes.

The role requires 5+ years in US taxation, strong communication, integrity, and the ability to manage multiple projects under deadlines in a collaborative, global team.

Qualifications

• 5+ years in US Individual Taxation, in public accounting or equivalent

Responsibilities

• Understand US Individual & Business tax, and return requirements (1040, 1041-HNI)
• Lead and manage teams of analysts; allocate work and train staff
• Engage with India & US leadership to drive engagement and timelines
• Ensure quality and timely tax deliverables; coach juniors and seniors
• Develop process improvements and balance workload across engagements

Skills

US Taxation

Team leadership

Tax research

Communication

Training & mentoring

Education

Commerce Graduate/Postgraduate

Job description

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services

Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

Position: Associate Manager - 1040 HNI

Location - Bengaluru

How You'll Spend Your Time:

• Comprehensive understanding of US Individual & Business tax, financial statements and statutory requirements and a minimum of 5+ significant US tax experience in a public accounting firm or industry position with substantial exposure on taxation of U.S
• Extensive Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
• Extensive Understanding and working knowledge of Individual Tax return Form 1040, Return 1041 -HNI.
• Also, should have extensive experience in either of the Business tax returns like – Corporate 1120 & Partnership Tax return 1065
• Excellent communication skills to drive engagement and close interactions with both India & US Leadership.
• Well versed in standard technology & come-up with innovative ideas of thinking, Strategy planning and managing the workload.
• Ability to interact with all levels of internal Staff and Senior team members and manage team in complex situations.
• Must process excellent tax research skills and Balanced allocation of work to team members.
• Guide the team in understanding various tax forms and also conduct training & brainstorming knowledge sessions.
• Directly manage teams of analysts, support in process implementation, staffing and new hire training.
• Coaching and developing Junior & Senior Team members on the concepts of Individual
• Develop Junior/Senior team members for next roles in the hierarchy and should be Leading and managing engagements independently.
• Quality of process improvements & Team management
• Attention to detail and documentation, Adherence to turnaround and statutory timelines
• Excellent communication skills: clear oral and written skills; effective questioning, active listening
• Excellent interpersonal skills: influencing, collaborating, networking, able to work effectively in virtual international and cross-functional teams

Requirements

• Qualification: Commerce Graduate/Postgraduate
• Experience: 5+ years in US Individual Taxation.
• The candidate should possess good communication and drafting skills with a work-based demonstrated affinity in pursuing a career in customs matters.
• The candidate should demonstrate integrity and energy and possess independent working ability and have a collaborative mindset
• Active communicator and a great team player
• Ability to plan, prioritize, and organize work effectively
• Ability to balance many projects simultaneously
• Ability to work under pressure and time deadlines
• Ability to work independently
• Ability to be flexible with scheduling to meet workflow demands
• Ability to present a professional appearance and demeanor
• Ability to maintain client confidentiality, personal objectivity, and professional skepticism

Website: www.withum.com

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.