HNI Manager

Qualifications

• Bachelors degree in Accounting or other relevant field required
• Masters degree in Accounting beneficial, masters degree in taxation preferred

Experience

• 8 to 10 years of prior experience in working on Form 1040 (High Net Worth Individuals)
• Prior experience in working on K-1 s, Form 1040 (HNI), 1041, Gift Tax Return, 990 PF
• Proficient in K-1 reclassifications and sale of PTP K-1 s
• Prior experience with individual tax return experience (Form 1040)
• Prior basic supervisory experience preferred
• Foundation of basic accounting skills including trial balance and journal entries
• Understanding of financial statements and the underlying supporting workpapers
• CPA, EA would be added adavantage

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
• Experience in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, Prosystems, or comparable programs and standard tax workpapers

Other Knowledge, Skills Abilities

• Solid verbal and written communication skills
• Ability to follow instructions as directed by members of Tax Team
• Ability to prepare simple tax returns
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to compliance
• Ability to effectively delegate work as needed
• Trains other team members
• Strong analytical, research and critical thinking skills
• Ability to work well in a team environment
• Ability to manage multiple projects under deadline with supervision

Education

UG:

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