Tax Manager

Current India; Gurugram District; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Current India seeks a Manager to lead delivery of US individual income tax returns (Form 1040), trust/estate returns (Form 1041), and foreign reporting. You will own engagement delivery, technical review, client relationships, capacity planning, and team development across multiple US CPA firms.

Responsibilities include reviewing complex returns, supervising foreign reporting forms, and overseeing partnerships/s Corporations. You will drive productivity and ensure quality and timely outcomes.

Qualifications

• Experience reviewing Forms 1040 and 1041 and foreign reporting forms.
• Working knowledge of US tax software and related tools.
• Strong leadership, communication, and stakeholder management.
• Ability to manage multiple engagements during peak filing periods.

Responsibilities

• Lead delivery and technical review of US individual returns and trusts/estates.
• Oversee foreign information reporting and related calculations.
• Manage engagement budgets, timelines, and resource allocation.
• Develop and coach team members; ensure quality and deadlines.

Skills

Tax software

Team leadership

Client management

Review complex returns

Foreign reporting

Capacity planning

Communication

Education

Bachelor’s or master’s in accounting/finance/commerce

EA or US CPA

Tools

CCH Axcess

UltraTax

Job description

Manager – US Individual, Trust & Estate Tax and Foreign Reporting

Lead the delivery of US individual income tax returns (Form 1040), trust and estate income tax returns (Form 1041), and related foreign information reporting. The Manager will own engagement delivery, technical review, client relationships, capacity planning, and team development while maintaining quality and meeting deadlines across multiple US CPA firms.

Key Responsibilities:

Technical Review and Quality

• Lead the review of complex individual returns involving investment income, rental activities, business income, pass-through entities, foreign income, and multistate reporting.
• Review trust and estate income tax returns, including fiduciary accounting considerations, distributable net income, income distributions, beneficiary allocations, and Schedule K-1 reporting.
• Oversee applicable foreign reporting, including Forms 1116, 2555, 8938, 8621, 5471, 8865, 8858, 3520, 3520-A, and FinCEN Form 114 (FBAR), Form 926, Form 1118, Subpart F & Form 8992 NCTI (formerly GILTI) calculations.
• Oversee and review basic to moderately complex partnership (Form 1065) and S corporation (Form 1120S) returns, escalating complex technical matters to Business Tax specialists.
• Assess foreign reporting requirements based on client facts and coordinate with international tax specialists on complex matters.
• Resolve technical issues, review research and documented positions, and communicate significant judgments to US engagement teams.
• Establish appropriate review coverage based on return complexity and professional readiness.
• Investigate recurring errors and implement corrective actions, targeted training, and quality improvements.

Client and Engagement Management

• Serve as a primary contact for assigned US CPA firms and lead discussions on delivery, quality, open items, and upcoming demand.
• Validate return forecasts, monitor actual inflows, and communicate capacity gaps and delivery risks early.
• Ensure clear ownership and timely resolution of missing information, review comments, and escalations.
• Oversee engagement budgets, turnaround times, productivity, and rework.

Team Leadership and Development

• Manage Assistant Managers, reviewers, and preparers; allocate work based on skills, complexity, and capacity.
• Assess readiness for independent review and establish individual development plans.
• Conduct performance reviews, coaching sessions, and technical training.
• Support recruitment, onboarding, succession planning, and development of future reviewers and leaders.

Technology and Process Improvement

• Drive effective use of tax software, AI-assisted tools, standardized workpapers, and workflow systems.
• Ensure technology-generated outputs are validated and supported by appropriate documentation.
• Partner with platform and transformation teams to improve processes and address recurring system issues.
• Maintain compliance with confidentiality, data security, and firm policies.

Qualifications and Skills

• Bachelor’s or master’s degree in accounting, finance, commerce, or a related discipline.
• EA or US CPA, qualification will be an add on.
• Strong hands-on experience reviewing Forms 1040 and 1041 and relevant foreign reporting forms.
• Working knowledge of CCH Axcess, UltraTax, or comparable US tax software.
• Strong tax research, analytical, communication, and stakeholder management skills.
• Demonstrated ability to lead teams and manage multiple engagements during peak filing periods.