Job Description :
Review complex
US Individual Tax Returns (Form 1040)
for HNI clients, ensuring accuracy and compliance.
Handle and review
FBAR, FATCA (Form 8938), Schedule K-1, AMT, multi-state returns, stock options, RSUs, ESPPs, investment income, and capital gains
.
Manage tax matters related to
foreign income, cross-border taxation, trusts & estates, residency, and sourcing rules
.
Identify tax planning and optimization prospects while managing compliance risks.
Review work prepared by team members and provide technical guidance on complex tax issues.
Ensure timely filing and compliance with
IRS regulations, deadlines, and internal quality standards
.
Act as a key point of contact for clients and address tax-related queries.
Mentor and supervise team members, ensuring quality, productivity, and timely delivery.
Handle
IRS notices, audits, and tax authority correspondence
when required.
Stay updated on US tax law changes and support process improvements and best practices.
Support senior leadership with
client retention, engagement management, and practice growth