Manager Tax (Private Client Services)

As a Tax Manager at Sax LLP, you will be responsible for managing U.S. tax matters for high-net-worth individuals and trusts with international tax considerations. Your role will involve client management, compliance oversight, tax research, advisory services, and team leadership. **Roles and Responsibilities:** - **Client Management and Relationship Building** - Act as the primary point of contact for clients with international tax needs, nurturing strong and trusted advisor relationships. - Proactively identify and address client concerns, opportunities, and tax planning strategies. - Lead client onboarding processes, understanding client objectives thoroughly, and gathering detailed information. - Clearly communicate complex tax issues to clients, offering actionable recommendations. - **Compliance and Process Oversight** - Manage the end-to-end compliance process for individual and trust clients, including preparation, review, and filing of U.S. federal and state tax returns involving international components. - Oversee the preparation of IRS filings for trusts and estates, ensuring compliance with Foreign Bank Account Reporting (FBAR) and other disclosure requirements. - Specifically seeking experience with heavy Trust & Estate and well-versed with 1041. - **Tax Research and Advisory Services** - Conduct in-depth research on complex tax issues like PFICs, Subpart F income, Foreign tax credit planning, and Tax treaty interpretation. - Provide strategic advice on tax-efficient structures for cross-border estate planning and wealth preservation. - Assist clients with expatriation planning and compliance. - **Team Leadership and Development** - Mentor and train junior team members on technical tax issues and client management. - Review work prepared by team members to ensure high quality and technical accuracy. - Create a collaborative work environment, emphasizing best practices. **Qualifications Required:** - Must hold an Mcom/MBA degree. - Should have 9-18 years of relevant work experience. - Open to candidates willing to relocate to Mumbai. Sax India LLP is dedicated to being an equal-opportunity employer.,