Assistant Manager – US Individual, Trust & Estate Tax and Foreign Reporting

Department: US Tax – Global Delivery
Location: India - Hyderabad/Gurugram
Experience: Typically, 5–8 years of relevant US tax experience, including at least 2 years in full time review.
Reporting to: Tax Manager / Tax Director

Role Summary

Manage day-to-day review of US individual income tax returns (Form 1040), trust and estate income tax returns (Form 1041), and related foreign information reporting. The Assistant Manager will supervise assigned professionals, resolve routine technical issues, coordinate with US engagement teams, and support timely, accurate delivery.

Key Responsibilities

Review
• Review moderate returns independently within delegated authority and support the preparation and review of complex returns.
• Review individual returns covering wages, investment income, capital gains, business and rental activities, pass-through income, and state reporting.
• Review trust and estate income tax returns, including income and deduction allocations, distributions,



and beneficiary Schedules K-1.
• Prepare and review applicable foreign reporting, including Forms 1116, 2555, 8938, and FBAR, and support Forms 8621, 5471, 8865, 8858, 3520, 3520-A, Form 926, Form 1118, Subpart F and Form 8992 NCTI (formerly GILTI) calculations based on experience and engagement requirements.
• Prepare and review basic to moderately complex partnership (Form 1065) and S corporation (Form 1120S) returns, with Manager guidance as needed.
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• Reconcile returns to source documents, prior-year filings, and supporting workpapers.
• Analyze significant year-over-year variances and document explanations for changes in taxable income, tax liability, refunds, or balances due.
• Identify technical uncertainties, missing information, and reporting risks; escalate complex matters to the Manager or specialist.

Daily Delivery and Coordination
• Assign and track work based on professional capability, return complexi

📌 Assistant Manager – US Individual, Trust (Hyderabad)
🏢 Current India
📍 Hyderabad