HNI- BDO RISE- Opening- kolkata/Bangalore

BDO Rise; Kolkata District, Bengaluru; On-site; INR 1,200,000 - 2,300,000; Full time

Job summary

BDO RISE provides round-the-clock international services and supports BDO USA across Assurance, Tax, Advisory and BDO Digital practices. A Core Tax professional will apply tax knowledge to identify issues, gather client information, assist in planning, and prepare tax accruals and returns for review.

The role involves coordinating with US engagement teams, handling IRS notices, and supervising tax associates to ensure accuracy, compliance, and quality of work. CPA/EA would be an added advantage.

Qualifications

• Bachelor’s degree in accounting or a relevant field is required.
• Master’s degree in accounting is beneficial; master’s in taxation preferred.
• 5–7 years of prior experience with Form 1040 (HNI) and related returns.
• Experience with K-1s, 1041, Gift Tax, 990, and foreign forms (926, FBAR, 8621, 8938).
• Experience supervising or coordinating junior staff is preferred.
• Proficiency with tax software and ability to liaison with US engagement teams.

Responsibilities

• Prepare and review complex US individual tax returns (1040, 1041, gifts).
• Coordinate deliverables with US engagement teams and respond to IRS notices.
• Mentor and develop tax associates and seniors; ensure compliance and documentation.

Skills

5 to 7 years experience in US tax

Mentoring & supervision

Strong communication skills

Attention to detail

Education

Bachelor’s degree in accounting

Master’s degree in accounting beneficial

Tools

GoSystemRS

SurePrep

CCH

MS Office (Excel, PowerPoint, Word)

Adobe Acrobat

Job description

BDO RISE stands for round-the-clock international services for excellence and is dedicated to providing exceptional client service in the global economy to BDO USA. Our professionals leverage consistent best practices to deliver outstanding service and solutions. BDO RISE serves BDO USA, which utilizes the services of BDO RISE in delivering its final work product to BDO USAs clients across its Assurance, Tax, Advisory and BDO Digital practices.

JobDuties

A Core Tax professional is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering BDO USA client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Senior Associate will act as the main BDO USA client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.

Qualifications, Knowledge, Skills and Abilities

Qualifications

• Bachelor’s degree in accounting or another relevant field required
• Master’s degree in accounting beneficial, master’s degree in taxation preferred

Experience

• 5 to 7 years of prior experience in working on Form 1040 (High Net Worth Individuals) with exposure to multi state filings.
• Prior experience in working on K-1’s, Form 1040 (HNI), 1041, Gift Tax Return, Form 990
• Proficient in K-1 reclassifications (Hedge Funds) and sale of PTP K-1’s
• Experience in foreign forms- Form 926, FBAR, Form 8621 and Form 8938.
• Review and oversee preparation of complex U.S. individual tax returns (Form 1040, 1041, Gift tax), ensuring accuracy and compliance.
• Communicate directly with U.S. engagement teams to coordinate deliverables and resolve tax technical and other issues.
• Assist in responding to IRS notices and audits, coordinating with engagement teams.
• Prior basic supervisory experience preferred
• Understanding of financial statements and the underlying supporting workpapers
• Drive process improvements and ensure best practices in tax compliance and documentation.
• Manage and develop a team of tax associates and seniors, providing coaching, mentoring, and technical guidance to enhance performance and career growth.
• CPA, EA would be added advantage

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
• Experience in all tax compliance process software including GoSystemRS, SurePrep and CCH.

or comparable programs and standard tax workpapers

OtherKnowledge,SkillsAbilities

• Strong verbal and written communication skills
• Ability to follow instructions as directed by members of Tax Team
  • Takes initiatives and ownership of work
  • Seeks advice of appropriate superiors regarding issues and problems related to compliance
  • Ability to effectively delegate work as needed
    • Trains other team members
    • Strong analytical, research and critical thinking skills
    • Ability to work well in a team environment
    • Ability to manage multiple projects under deadline with supervision