We are looking for a

Tax Associate – 1040 HNI

to support the preparation of complex US individual income tax returns for

High-Net-Worth Individuals (HNI) . The ideal candidate should have strong exposure to US individual taxation, particularly

Form 1040 , and experience handling complex tax situations involving investments, multiple income sources, and various states.

Key Responsibilities

Prepare and review

US Individual Income Tax Returns – Form 1040

for HNI and high-income individual clients.Handle complex individual tax returns involving:Schedule A – Itemized DeductionsSchedule B – Interest & DividendsSchedule C – Business IncomeSchedule D – Capital Gains & LossesSchedule E – Rental, Partnership, S-Corporation, and Trust/Estate incomeForm 8949 – Capital Asset TransactionsForeign income and investment-related reporting, where applicable.Analyze

K-1s, brokerage statements, investment income, rental income, and other supporting documents .Assist with tax planning and identify potential tax-saving opportunities.Prepare

federal and state individual tax returns

and related schedules.Perform tax research on complex individual taxation matters.Identify inconsistencies, missing information,



and potential tax issues during return preparation.Communicate with clients and/or onshore teams to obtain necessary information and clarifications.Assist in responding to

IRS/state notices and tax queries .Ensure tax returns are prepared accurately and submitted within prescribed deadlines.Maintain proper documentation and workpapers in accordance with firm policies.Review work prepared by junior associates, where applicable.Stay updated on changes in

US federal and state tax laws and regulations .Required QualificationsBachelor's/Master's degree in

Accounting, Finance, Commerce, or a related field .1+ years of relevant experience in US Individual Taxation .Strong hands-on experience with

Form 1040 .Experience working with

HNI / High-Net-Worth Individual tax returns .Good understanding of US federal and state individual taxation.Strong knowledge of tax schedules and supporting forms related to Form 1040.Experience with tax software such as

CCH, Sureprep, GoSystem, UltraTax, ProSeries, Lacerte , or similar platforms.Strong MS Excel skills.Excellent analytical and problem-solving skills.Solid attention to detail and ability to work under tight deadlines.

📌 Tax Associate - 1040 HNI (Mumbai)
🏢 GR8 Global India
📍 Mumbai