1040 HNI Manager

Dear Applicants,

Greetings from Elevation Tax and Accounting!!!!

We are Hiring for 1040 HNI US Tax Manager role.

Chennai

Immediate to 60 days max

On-site

Job Summary:

We are seeking a seasoned 1040 HNI Tax Manager with deep expertise in U.S. individual taxation to manage complex tax filings for high-net-worth individuals (HNWIs). This role requires strong technical knowledge, team management skills, and a client-service mindset to deliver high-quality tax solutions and advisory services.

Key Responsibilities:

• Manage and review complex U.S. individual tax returns (Form 1040) for high-net-worth individuals, including multi-state and international components.
• Handle intricate tax issues related to investments, K-1s, foreign income, real estate, hedge funds, private equity, and trusts.
• Provide tax planning and consulting support to clients, focusing on proactive strategies to optimize tax positions.
• Supervise, mentor, and review work of junior staff and senior associates, ensuring compliance with internal standards and deadlines.
• Coordinate with U.S. counterparts and client relationship teams for efficient workflow and communication.
• Stay updated on latest IRS regulations and tax law changes impacting individual taxation.
• Use tax software platforms like CCH Axcess, GoSystem, Sureprep or similar for preparation and review.
• Support quality control initiatives and assist in process improvements.

Key Requirements:

• 8+ years of hands-on experience in U.S. individual taxation (Form 1040), preferably handling HNI clients.
• Strong understanding of income tax concepts related to investments, foreign disclosures (FBAR, FATCA), K-1s, 6251, 1116, 8938, etc.
• Prior experience managing teams and reviewing tax returns is mandatory.
• Proficiency in U.S. tax software such as CCH Axcess, GoSystem, Sureprep or similar.
• Excellent written and verbal communication skills.
• CPA/EA certification is an added advantage.

Preferred Qualities:

• Strong analytical and organizational skills.
• Proactive approach to identifying issues and offering solutions.
• Ability to manage multiple priorities and deadlines.
• Client-focused mindset with attention to detail.