Role & responsibilities

- Manage and review preparation of Form 1041 (Trusts & Estates) along with related schedules (K-1s, Grantor Trust statements, etc.)

- Handle a portfolio of US tax engagements including individual (1040), partnership (1065), and corporate (1120/1120S) returns as applicable, with primary focus on trust and estate taxation

- Review complex fiduciary income tax returns and ensure accuracy, compliance, and timely filing

- Research and apply US tax laws, IRS regulations, and state-specific tax requirements related to trusts and estates

- Coordinate with US-based engagement teams/partners to understand client requirements and deliverables

- Manage, mentor, and train a team of tax preparers/associates; review their work and provide constructive feedback

- Ensure adherence to internal quality control standards and firm deadlines

- Identify process improvement opportunities and implement best practices for efficiency

- Stay updated on changes in US tax legislation affecting fiduciary, estate, and trust taxation

- Manage engagement budgets, staffing, and workflow allocation





Preferred candidate profile

- Bachelor's/Master's degree in Accounting, Finance, or related field (CA/CPA/EA preferred)

- 6+ years of experience in US taxation, with substantial hands-on experience in Form 1041 preparation and review

- Strong working knowledge of fiduciary accounting income, distributable net income (DNI), and trust/estate tax concepts

- Experience with tax software such as CCH Axcess, GoSystem, UltraTax, or similar

- Prior experience managing or reviewing work of a team

- Solid analytical, communication, and client-handling skills

- Ability to work in US shift hours / overlap with US time zones as required

- Prior experience working with a US-based CPA firm or Big 4/mid-size accounting firm preferred

Preferred Qualifications

- EA (Enrolled Agent) or CPA certification

- Experience with related fiduciary forms (Form 706, state trust returns)

- Exposure to review of 1040/1065/1120 returns in addition to 1041

📌 Manager US Tax - 1041 For Mumbai
🏢 Metaphor Infotech Mumbai
📍 Mumbai