About Sax:
Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Mumbai, India, Parsippany, N.J., Pennington, N.J. and New York City-US, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.

When you join Sax India LLP team, you will be at the heart of Sax critical mission to build a better working world by applying knowledge skills and experience in assisting clients in meeting their business purpose.

Job Description:




We are looking at someone who can be the Manager for our Private Client Services Group and manage day to day compliance for our clients and handle the team. We are looking for someone who’s currently based out of Bangalore/Mumbai or willing to relocate.

Roles and Responsibilities:
• Should be able to review simple to complex tax compliance with regards to US Federal & State Individual tax returns for HNI clients (1040), Trusts & Estate Tax Returns (1041s, 706, 709 etc.).
• Have valuable understanding of various foreign forms such as 8621, 926, 8865, 8886, 8938 etc.
• Have working experience handling clients having some of the complex tax issues such as multiple state filings, different filing statuses, clients having ownership interest in Partnership & S corporation entities etc.
• Keep updated with the relevant rules and regulations with regards to ongoing tax legislation and apply the same on the work and handle client communications effectively.
• Build relationships a

📌 Manager (HNI/Trust/Estate) (Mumbai)
🏢 SAX India
📍 Mumbai