Key Responsibilities

Technical Review and Quality

- Lead the review of complex individual returns involving investment income, rental activities, business income, pass-through entities, foreign income, and multistate reporting.

- Review trust and estate income tax returns, including fiduciary accounting considerations, distributable net income, income distributions, beneficiary allocations, and Schedule K-1 reporting.

- Oversee applicable foreign reporting, including Forms 1116, 2555, 8938, 8621, 5471, 8865, 8858, 3520, 3520-A, and FinCEN Form 114 (FBAR), Form 926, Form 1118, Subpart F & Form 8992 NCTI (formerly GILTI) calculations.

- Oversee and review basic to moderately complex partnership (Form 1065) and S corporation (Form 1120S) returns, escalating complex technical matters to Business Tax specialists.

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- Assess foreign reporting requirements based on client facts and coordinate with international tax specialists on complex matters.

- Resolve technical issues, review research and documented positions, and communicate significant judgments to US engagement teams.

- Establish appropriate review coverage based on return complexity and professional readiness.

- Investigate recurring errors and implement corrective actions, targeted training, and quality improvements.

Client and Engagement Management

- Serve as a primary contact for assigned US CPA firms and lead discussions on delivery, quality, open items, and upcoming demand.

- Validate return forecasts, monitor actual inflows, and communicate capacity gaps and delivery risks early.





- Ensure clear ownership and timely resolution of missing information, review comments, and escalations.

- Oversee engagement budgets, turnaround times, productivity, and rework.

Team Leadership and Development

- Manage Assistant Managers, reviewers, and preparers; allocate work based on skills, complexity, and capacity.

- Assess readiness for independent review and establish individual development plans.

- Conduct performance reviews, coaching sessions, and technical training.

- Support recruitment, onboarding, succession planning, and development of future reviewers and leaders.

Technology and Process Improvement

- Drive effective use of tax software, AI-assisted tools, standardized workpapers, and workflow systems.

- Ensure technology-generated outputs are validated and supported by appropriate documentation.

- Partner with platform and transformation teams to improve processes and address recurring system issues.

- Maintain compliance with confidentiality, data security, and firm policies.

Qualifications and Skills

- Bachelors or master’s degree in accounting, finance, commerce, or a related discipline.

- EA or US CPA, qualification will be an add on.

- Solid hands-on experience reviewing Forms 1040 and 1041 and relevant foreign reporting forms.

- Working knowledge of CCH Axcess, UltraTax, or comparable US tax software.

- Strong tax research, analytical, communication, and stakeholder management skills.

- Demonstrated ability to lead teams and manage multiple engagements during peak filing periods.

📌 Manager : US Individual, Trust & Estate Tax and Foreign Reporting (Hyderabad)
🏢 Current India
📍 Hyderabad