Manager – US Tax – 1041 JobPoint

The Corporate Institute; Mumbai; On-site; INR 3,000,000 - 4,200,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a senior US Taxation Specialist to lead Form 1041 preparation and review for trust and estate returns. You will manage a team, coordinate with US-based engagement teams, and ensure timely filing with high quality standards.

The ideal candidate has 6+ years in US taxation, with experience in fiduciary income concepts and related forms, and proficiency with CCH Axcess, GoSystem or UltraTax. US shift overlap is required.

Qualifications

• 6+ years of US taxation experience with hands-on Form 1041.
• Experience reviewing fiduciary income tax returns and related schedules.
• Experience managing or reviewing a team.
• Experience with US-based CPA firms or Big 4/mid-size firms preferred.
• Ability to work US shift hours / time-zone overlap.
• EA/CPA certification preferred.

Responsibilities

• Manage and review Form 1041 preparation and related schedules.
• Handle US tax engagements including 1040/1065/1120 as applicable.
• Review complex fiduciary returns for accuracy and filing.
• Coordinate with US engagement teams and clients.
• Mentor and train tax preparers; review their work.
• Ensure quality control and deadlines.
• Identify process improvements for efficiency.
• Stay updated on US tax law changes affecting trusts and estates.
• Manage engagement budgets and staffing.
• Oversee client communication and deliverables.

Skills

US Taxation

Team Leadership

Client Handling

Analytical Thinking

Communications

Shift Availability

Education

Bachelor's/Master's in Accounting/Finance, CA/CPA/EA preferred

Tools

CCH Axcess

GoSystem

UltraTax

Job description

Job Description :

Role & Responsibilities :

• Manage and review preparation of Form 1041 (Trusts & Estates) along with related schedules (K-1s, Grantor Trust statements, etc.).
• Handle a portfolio of US tax engagements including individual (1040), partnership (1065), and corporate (1120/1120S) returns as applicable, with primary focus on trust and estate taxation.
• Review complex fiduciary income tax returns and ensure accuracy, compliance, and timely filing.
• Research and apply US tax laws, IRS regulations, and state‑specific tax requirements related to trusts and estates.
• Coordinate with US‑based engagement teams/partners to understand client requirements and deliverables.
• Manage, mentor, and train a team of tax preparers/associates; review their work and provide constructive feedback.
• Ensure adherence to internal quality control standards and firm deadlines.
• Identify process improvement opportunities and implement best practices for efficiency.
• Stay updated on changes in US tax legislation affecting fiduciary, estate, and trust taxation.
• Manage engagement budgets, staffing, and workflow allocation.

Preferred Candidate Profile :

• Bachelor’s/Master’s degree in Accounting, Finance, or related field (CA/CPA/EA preferred).
• 6+ years of experience in US taxation, with substantial hands‑on experience in Form 1041 preparation and review.
• Strong working knowledge of fiduciary accounting income, distributable net income (DNI), and trust/estate tax concepts.
• Experience with tax software such as CCH Axcess, GoSystem, UltraTax, or similar.
• Prior experience managing or reviewing work of a team.
• Strong analytical, communication, and client‑handling skills.
• Ability to work in US shift hours / overlap with US time zones as required.
• Prior experience working with a US‑based CPA firm or Big 4/mid-size accounting firm preferred.

Preferred Qualifications :

• EA (Enrolled Agent) or CPA certification.
• Experience with related fiduciary forms (Form 706, state trust returns).
• Exposure to review of 1040/1065/1120 returns in addition to 1041.