Experience: 5-7 years
Location: Gurgaon/Hyderabad
Work Mode: 5 days WFO/Hybrid
Role Overview
We are seeking an experienced Tax Reviewer with a robust background in handling complex U.S. Individual Tax Returns for High-Net-Worth Individuals (HNI) and mobility clients. The ideal candidate will have 5-7 years of hands-on experience reviewing Form 1040 and associated schedules, along with specialized expertise in international tax compliance forms.
Key Responsibilities
- Form 1040 Review: Review U.S. Individual Tax Returns (Form 1040) for HNI clients, ensuring accuracy and compliance with IRS regulations.
- International Tax Forms: Review and analyze complex international tax forms including:
- Form 1116 (Foreign Tax Credit)
- Form 2555 (Foreign Earned Income Exclusion)
- Form 8938 (Statement of Specified Foreign Financial Assets)
- Form 8621 (Information Return by a Shareholder of a Passive Foreign Investment Company)
- FBAR Compliance: Review FinCEN Form 114 (FBAR)
filings for mobility clients to ensure proper reporting of foreign bank accounts.
- Client Advisory: Provide insights and recommendations to clients on tax-saving opportunities and compliance risks.
- Cross-Border Taxation: Collaborate with global mobility teams to address expatriate and cross-border tax issues.
- Quality Assurance: Ensure all returns meet firm standards and regulatory requirements before submission.
Qualifications
- Bachelor’s or master’s degree in accounting, Finance, or related field.
- CPA, EA, or equivalent professional certification preferred.
- 5-7 years of experience in U.S. Individual Tax Return review, with exposure to HNI and mobility clients.
- Strong knowledge of IRS regulations and international tax compliance requirements.
- Excellent analytical, communication, and client management skills
Apply on Kit Job: kitjob.in/job/4rpwfp
📌 US Tax 1040 HNI- Assistant Manager (Haryana)
🏢 AKM Global
📍 Haryana
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.