Job Description

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 solid exposure to US individual taxation, particularly Form 1040 , and experience handling complex tax situations involving investments, multiple income sources, and various states.

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Key Responsibilities

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- Prepare and review US Individual Income Tax Returns – Form 1040 for HNI and high-income individual clients.
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- Handle complex individual tax returns involving:
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- Schedule A – Itemized Deductions
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- Schedule B – Interest & Dividends
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- Schedule C – Business Income
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- Schedule D – Capital Gains & Losses
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- Schedule E – Rental, Partnership, S-Corporation, and Trust/Estate income
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- Form 8949 – Capital Asset Transactions
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- Foreign income and investment-related reporting, where applicable.
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- Analyze K-1s, brokerage statements, investment income, rental income, and other supporting documents .
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- Assist with tax planning and identify potential tax-saving opportunities.
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- Prepare federal and state individual tax returns and related schedules.
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- Perform tax research on complex individual taxation matters.
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- Identify inconsistencies, missing information,



and potential tax issues during return preparation.
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- Communicate with clients and/or onshore teams to obtain necessary information and clarifications.
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- Assist in responding to IRS/state notices and tax queries .
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- Ensure tax returns are prepared accurately and submitted within prescribed deadlines.
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- Maintain proper documentation and workpapers in accordance with firm policies.
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- Review work prepared by junior associates, where applicable.
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- Stay updated on changes in US federal and state tax laws and regulations .
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Required Qualifications

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- Bachelor's/Master's degree in Accounting, Finance, Commerce, or a related field .
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- 1+ years of relevant experience in US Individual Taxation .
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- Strong hands-on experience with Form 1040 .
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- Experience working with HNI / High-Net-Worth Individual tax returns .
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- Good understanding of US federal and state individual taxation.
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- Strong knowledge of tax schedules and supporting forms related to Form 1040.
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- Experience with tax software such as CCH, Sureprep, GoSystem, UltraTax, ProSeries, Lacerte , or similar platforms.
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- Robust MS Excel skills.
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- Excellent analytical and problem-solving skills.
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- Strong attention to detail and ability to work under tight deadlines.
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📌 Tax Associate - 1040 HNI (Bengaluru)
🏢 GR8 Global India
📍 Bengaluru