US Expat Tax Manager

Mogi I/O : OTT/Podcast/Short Video Apps for you; Mumbai; Hybrid; INR 1,800,000 - 3,200,000; Full time

Job summary

A leading global accounting and advisory firm is seeking an experienced US Individual Tax Manager based in Mumbai. The successful candidate will handle complex Form 1040 tax returns, provide tax compliance and advisory services to high-net-worth individuals, and manage client relationships. Candidates must have 8+ years of US taxation experience, CPA/CA/EA certification, and proficiency in tax software such as CCH Axcess and GoSystem. This is a hybrid work position requiring excellent communication skills.

Qualifications

• 8+ years of experience in US Taxation.
• Strong experience in preparation and review of HNI tax returns (Form 1040).
• Experience handling PCS clients (Small & Medium Businesses).
• Candidates must come from Consulting or CPA firms only
• CPA/CA/EA certification mandatory
• Minimum Bachelor’s degree
• Good communication and client handling skills
• Experience working with PCS clients (SMB)
• Experience with US clients or global teams
• Proficiency in tax software such as CCH Axcess / GoSystem

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

Tax software proficiency

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