Manager (HNI/Trust/Estate)

SAX India LLP; Mumbai; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

Sax India LLP is seeking a Manager for our Private Client Services Group to oversee day-to-day US tax compliance for high-net-worth clients, including reviews of returns (1040, 1041, 706, 709). Based out of Mumbai or Bangalore, the candidate may relocate.

You will lead a team, mentor staff, and ensure client service excellence across US and India. The ideal candidate has 8–10 years of US tax experience, a Master’s in Finance/Accounting, and strong communication skills to manage client

Qualifications

• Master’s degree in finance/accounting is required.
• 8–10 years of US tax compliance experience for individuals, estates, and trusts.
• Strong communication to manage client relationships and teams in US & India.
• Enrolled Agent certification is a plus.

Responsibilities

• Review US Federal & State tax returns for HNI clients (1040, 1041, 706, 709, etc.).
• Lead day-to-day activities of Private Client Services Group and mentor the team.
• Coordinate with US & India teams to ensure seamless client service and compliance.
• Stay updated on tax rules and adapt to ongoing tax legislation.

Skills

US Tax Compliance

Team Leadership

Client Communication

Tax Regulations

US Tax Forms

Education

Master’s in Finance/Accounting

Enrolled Agent (EA)

Tools

CCH Axcess

SurePrep Binders

Microsoft Office

Job description

Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Mumbai, India, Parsippany, N.J., Pennington, N.J. and New York City-US, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.

When you join Sax India LLP team, you will be at the heart of Sax critical mission to build a better working world by applying knowledge skills and experience in assisting clients in meeting their business purpose.

Job Description:

We are looking at someone who can be the Manager for our Private Client Services Group and manage day to day compliance for our clients and handle the team. We are looking for someone who’s currently based out of Bangalore/Mumbai or willing to relocate.

Roles and Responsibilities:

• Should be able to review simple to complex tax compliance with regards to US Federal & State Individual tax returns for HNI clients (1040), Trusts & Estate Tax Returns (1041s, 706, 709 etc.).
• Have good understanding of various foreign forms such as 8621, 926, 8865, 8886, 8938 etc.
• Have working experience handling clients having some of the complex tax issues such as multiple state filings, different filing statuses, clients having ownership interest in Partnership & S corporation entities etc.
• Keep updated with the relevant rules and regulations with regards to ongoing tax legislation and apply the same on the work and handle client communications effectively.
• Build relationships across industry service groups to ensure client service excellence through an integrated approach.
• Comply with the firm’s policies, procedures, and professional standards.
• To manage engagements through teaming structure, leveraging resources appropriately and developing and training the team that will enhance client experience.

Requirements:

• Master’s degree in finance/accounting.
• Enrolled Agent Certification will be an added advantage.
• 8 – 10 years of relevant work experience handling US Tax compliance for Individuals, Estates and Trusts.
• Strong communication skills to handle client relationships and maintain great working relations with the team members both in US & India.
• Experience in handling a team of people in the past and taking part in coaching and mentoring them.
• Strong technological skills such as CCH Axcess, Sureprep binders, Microsoft applications etc.

Skills and Expertise:

• Ability to work and plan effectively with minimal direction in ambiguous situations.
• Strong interpersonal skills with a focus on building high functioning teams.
• Able to articulate/position complex/critical challenges, issues, etc.
• The ability to priorities when working on multiple complex projects.
• Strong influencing skills, and the confidence to question existing processes.
• Contributing to a positive team environment by demonstrating consistent commitment and optimism towards work challenges.

Sax India LLP is an equal-opportunity employer.