US Tax Consultant (1040)

Inkle; Bengaluru; On-site; INR 3,000,000 - 4,500,000; Full time

Benefits offered by this job

Competitive salary

Stock options

Health insurance

Relocation allowance

Generous leave policy

Work‑from‑home days

Job summary

Inkle is hiring a senior tax leader to build and manage the US tax team based in Bengaluru. You will oversee the preparation, review and filing of a high volume of federal and state individual tax returns (1040), including multi‑state and expatriate considerations.

You will handle related international reporting (FBAR, FATCA, Form 8938, 5472, 3520/3520‑A, 8621, BEA) and collaborate with clients to optimize tax planning, while ensuring regulatory compliance.

Qualifications

• Bachelor's degree in accounting or equivalent field.
• CPA or EA qualification.
• 5–8 years of hands‑on experience with US individual tax filings, including high‑net‑worth/expatriate returns.
• Experience with CCH tax preparation software.
• Knowledge of multi‑state filings and international informational reporting.

Responsibilities

• Build and train the tax team.
• Oversee preparation, review, and filing of a high volume of federal/state 1040 returns.
• Oversee filing of international informational forms (FBAR, FATCA, Form 8938, 5472, 3520/3520‑A, 8621, BEA).
• Manage tax matters for high‑net‑worth individuals with complex income sources.
• Ensure compliance, conduct tax research, and provide planning/advisory services.
• Respond to tax notices and liaise with tax authorities as needed.
• Stay updated on changing individual tax regulations and advise clients.

Skills

US tax filings

Form 1040

English communication

Tax research

Analytical skills

Detail oriented

Education

Bachelor's in accounting

CPA or EA

Tools

CCH tax software

Job description

About Inkle:

Inkle is a US tax & accounting software startup based in San Francisco and Bangalore. We exclusively serve US technology startups. We're on a mission to make accounting, tax and compliance easy, scalable, affordable and on-demand for US-registered companies - using software and human services. We are a team of passionate and creative individuals who believe in the power of technology to simplify complex processes. Inkle launched in 2022, and already serves well over 500 US companies, and we’re growing fast. We’re backed by leading global VC funds.

About the team and this role:

The tax team is our core execution engine. Volumetric processing of US tax filings, assisted by the best technology and workflow automation tools. You'll be an integral senior person managing this team, which takes tax to the future.

Responsibilities:

• Build and train the tax team.


• Extensive knowledge of US individual tax (Form 1040) and related filings.


• Oversee the entire process of preparation, review, and filing for a high volume of federal and state individual tax returns (1040), including multi-state returns, and supporting workpapers.


• Oversee the filing of related international informational forms for individual clients, including FBAR, FATCA (Form 8938), Form 5472, Form 3520/3520-A, Form 8621, and BEA forms, as applicable.


• Handle tax matters for high-net-worth individuals, including those with complex income sources such as investments, K-1s from pass-through entities (partnerships/S-corps), rental properties, stock options/RSUs, and foreign income or assets.


• Ensure compliance with tax laws and regulations, conduct tax research, and provide tax planning and advisory services (e.g., estimated tax planning, retirement planning implications, AMT considerations, capital gains strategies).


• Oversee replies to Tax Notices (IRS and state) and compile required documentation, including calling state tax authorities and the IRS when needed.


• Stay updated on changes in individual tax regulations (including annual inflation adjustments, credits, and deduction changes) and work closely with clients to address their tax-related queries and needs.


• Identify potential adjustments due to tax law changes and reflect these in workpapers and returns.


• Research complex individual tax topics on a case-by-case basis (e.g. residency/domicile issues, expatriate taxation, dual-status returns, gift tax implications, real estate ownership, capital gains, dividends from businesses).


• Maintain and lead client relationships on day-to-day tax matters, supporting partners with service execution and developing extended services.


• Proactively build relationships and communicate effectively with clients to provide superior client service. Responsible for identifying tax issues and proposing potential solutions.


• Oversee client deliverables per the scope of work and deadlines set, maintaining the quality of all deliverables.

Who we’re looking for:

• Bachelor's degree in accounting or an equivalent field.


• CPA or EA (Enrolled Agent) qualification.


• 5-8 years of hands-on experience with US individual tax filings, especially Form 1040, including experience with high-net-worth and/or expatriate individual returns.


• Experience with CCH tax preparation software is preferred.


• Knowledge of tax laws and regulations relevant to individual taxation, including multi-state filings and international informational reporting requirements.


• Strong command of the English language, both written and verbal communication.


• Strong analytical and research skills.


• Detail-oriented with excellent organizational skills.


• Working hours: Monday-Friday, based in our Bengaluru office, you'll work 3 pm-12 am IST in order to serve US customers.

Benefits that we’ll provide:

• Competitive salary: Inkle offers a competitive compensation package benchmarked to local norms in Bangalore and San Francisco.


• Stock option scheme - all Inkle employees receive generous stock options with very favourable terms.


• Health insurance - all Inkle employees are covered under Group Medical Insurance policy.


• Relocation allowance - Inkle provides a one-time expense allowance to cater for moving costs when you join the office in Bangalore.


• Inkle has a very generous leave policy. This includes 1 day of Period Leave per month for all female employees.


• Inkle employees are granted 10 work-from-home days (per year pro-rated). This is on top of their leave.


• A comfortable, fun and safe office environment in the heart of Bangalore with great transport links and eateries nearby.


• All employees receive Laptops and external monitors as required.

Diversity Statement:

Inkle is committed to building a diverse and inclusive culture that promotes our belief in humanity excelling when we celebrate our differences. We are an equal opportunity provider and invite applicants from all backgrounds.