Manager - US Tax Advisory (Individual)

Mogi I/O : OTT/Podcast/Short Video Apps for you; Mumbai; Hybrid; INR 2,300,000 - 3,600,000; Full time

Job summary

A leading global accounting and advisory firm is seeking a US Individual Tax Manager in Mumbai. The role involves managing complex Form 1040 tax returns and providing advisory services for high-net-worth individuals. Candidates should have 8+ years of experience in US taxation, with a mandate for CPA or CA certification. Strong client handling and communication skills are essential for this position, along with proficiency in tax software like CCH Axcess or GoSystem.

Qualifications

• 8+ years of experience in US Taxation.
• Strong experience in preparation and review of HNI tax returns (Form 1040).
• Candidates must have consulting or CPA firm experience.
• CPA / CA / EA certification is mandatory.
• Minimum Bachelor’s degree.
• Good communication skills and client handling experience.
• Experience handling PCS clients (Small & Medium Businesses).
• Experience working directly with US clients or global teams.

Responsibilities

• Review and manage US Individual Tax Returns (Form 1040).
• Provide tax planning and advisory services to clients.
• Ensure compliance with US tax laws and regulations.
• Manage tax returns, workpapers, and quarterly estimates.
• Identify tax issues and recommend solutions.
• Collaborate with global teams and support client engagements.

Skills

US Taxation

Tax Planning

Client Handling

Communication Skills

Education

Bachelor's degree

CPA / CA / EA certification

Tools

CCH Axcess

GoSystem

Job description

About The Client

We are hiring on behalf of a leading global accounting and advisory firm providing audit, tax, consulting, and advisory services.

Location

Mumbai Goregaon East

Work Mode: Hybrid / Office

Employment Type: Full-Time

Experience: 8 – 14 Years

Job Overview

Looking for an experienced US Individual Tax Manager to handle complex Form 1040 tax returns, tax compliance, and advisory for high-net-worth individuals while managing client relationships.

Key Responsibilities

• Review and manage US Individual Tax Returns (Form 1040)
• Provide tax planning and advisory services to clients
• Ensure compliance with US tax laws and regulations
• Manage tax returns, workpapers, and quarterly estimates
• Identify tax issues and recommend solutions
• Collaborate with global teams and support client engagements

Requirements

• 8+ years of experience in US Taxation
• Strong experience in preparation and review of HNI tax returns (Form 1040)
• Candidates must be from Consulting firms or CPA firms only (No industry/IT/corporate background)
• CPA / CA / EA (Enrolled Agent) certification is mandatory
• Minimum Bachelor’s degree
• Good communication skills and client handling experience
• Experience handling PCS clients (Small & Medium Businesses)
• Experience working directly with US clients or global teams
• Proficiency in tax software such as CCH Axcess / GoSystem