Tax Senior Manager

9 years

30 - 45 Lacs

Posted:1 month ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Summary: 27271

We are seeking a

Senior Manager

to join our

Private Client Services (PCS) – Individual Tax

practice. This is a high-impact leadership role managing the

complex tax affairs of High Net-Worth Individuals (HNWI)

and

Trusts

. You’ll manage a team of tax professionals while delivering high-quality client service and maintaining strong US compliance standards.

Key Responsibilities

  • Review and manage the preparation of complex 1040 (Individual) and 1041 (Trust) US tax returns.
  • Ensure compliance with US federal and state tax laws and regulatory deadlines.
  • Deliver excellent client service through proactive communication and expert advisory.
  • Manage client relationships, planning engagements, and identifying advisory opportunities.
  • Supervise and mentor team members; provide regular feedback and performance coaching.
  • Handle quarterly estimates, tax planning, and year-round client advisory work.
  • Work collaboratively with global counterparts and US-based teams.
  • Review discrepancies and provide guidance to resolve technical tax issues.
  • Drive operational efficiency and continuous process improvement within the team.

Must-Have Qualifications

CA, CPA, or EA certification

(Mandatory)✅

9+ years

of progressive experience in

US Individual & Trust Taxation

✅ Strong knowledge and hands-on review experience of

1040 and 1041 returns

✅ Proven ability to manage client relationships and lead mid-to-large-sized teams✅ Excellent written and verbal communication skills✅ No gaps in employment history✅ Experience in private wealth services or HNWI-focused practices

Preferred Experience

⭐ Experience working with

BNA (Bloomberg Tax Software)

⭐ Prior exposure to

global coordination

or working with US-based tax teams⭐ Familiarity with tax planning strategies for HNWI and TrustsSkills: team management,1040 and 1041 returns,coaching,client relationship management,client services,global coordination,trusts,compliance,tax,tax planning,returns,us individual taxation,teams,communication skills,bna (bloomberg tax software),communication,us trust taxation,bloomberg

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