Tax Manager

Current India; Hyderabad; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Current India is seeking a Manager – US Individual, Trust & Estate Tax and Foreign Reporting to lead delivery of US Form 1040, 1041, and related FBAR/FATCA reporting for multiple CPA firms. You will own engagement delivery, technical reviews, client relationships, capacity planning, and team development while ensuring quality and timely completion during peak filing periods.

Expertise in foreign reporting including 1116, 2555, 8938, 5471 and Subpart F is required; strong leadership and

Qualifications

• Bachelor’s or master’s degree in accounting, finance, commerce, or a related discipline.
• EA or US CPA qualification adds value.
• Experience reviewing Forms 1040/1041 and foreign reporting forms.
• Knowledge of US tax software like CCH Axcess or UltraTax.
• Strong research, analytical, and communication skills.
• Ability to lead teams during peak filing periods.

Responsibilities

• Lead engagement delivery and quality for US returns.
• Technical review of complex returns involving investment income, rental, business income.
• Oversee foreign reporting and Form 1116, 2555, 8938, 8621, 5471, 8865, 8858, 3520/3520A, FBAR, Form 926 and other related forms.
• Manage partnership (1065) and S-corp (1120S) reviews with escalation to specialists.
• Coordinate with international tax specialists on complex matters.
• Develop and coach team; oversee capacity planning and delivery across engagements.

Skills

US tax

Team leadership

Project management

Tax research

Communication

Stakeholder mgmt

Return review

Education

Bachelor's/Master's in accounting/finance

CPA/EA credential

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.