Company: Unison Globus Alliances Pvt. Ltd.

? Working Hours: 12:00 PM – 09:00 PM IST

? Salary: 22-25 LPA

About Unison Globus:

Our values center around nurturing our team, understanding that their well-being directly translates to delivering exceptional service for our clients and meaningful contributions to our community. We uphold this ethos by infusing every interaction with our core values, mission, and vision. This approach isn’t just a stratagem; it’s our commitment to creating a cycle of success and care that perks everyone involved.

With a footprint in the USA, catering to the intricate needs of CPAs, EAs, and accounting firms. Established with a commitment to trust, empathize, build connections, hold unity, and maintain professionalism, we pride ourselves on being one of the best outsourcing partners for businesses and individuals.

Key Responsibilities:

- Prepare and review US Trust, Estate, and Gift Tax returns, including Form 1041 (US Income Tax Return for Estates and Trusts).
- Handle complex trust and estate tax matters, including grantor and non-grantor trusts, estates, and fiduciary income taxation.
- Prepare and review supporting schedules, tax computations, workpapers, extensions, and estimated tax payments.
- Work on US Gift Tax returns (Form 709) and Estate Tax returns (Form 706), as applicable to the role.
- Analyze trust and estate financial statements, K-1s, investment income, capital gains, deductions, and distributions to beneficiaries.




- Ensure compliance with applicable US Federal and State fiduciary income tax regulations.
- Review work prepared by junior team members to ensure accuracy, completeness, and compliance with quality standards.
- Identify potential tax issues, planning opportunities, and tax-saving strategies related to trusts and estates.
- Assist with IRS and State tax notices, inquiries, and audit-related matters.
- Communicate directly with US tax teams and clients, as required, to resolve tax-related queries and ensure timely delivery of engagements.

Requirements:

- Solid experience in US Trust, Estate, and Gift Taxation, particularly Form 1041.
- Hands-on experience preparing and reviewing Form 1041 returns, including fiduciary income tax calculations and beneficiary Schedule K-1s.
- Working knowledge of US Federal and State fiduciary income tax regulations.
- Exposure to Form 706 (Estate Tax) and Form 709 (Gift Tax) preferred.
- Understanding of trust and estate distributions, investment income, capital gains, deductions, and tax implications for beneficiaries.
- 4–6 years of relevant US tax experience, with substantial exposure to Form 1041.
- Experience working with mid-size or large US CPA firms preferred.
- CPA / EA / CA preferred (or in process).

What We Offer

- Competitive compensation.
- Medical insurance coverage for self and family.
- Gratuity benefits.
- Exposure to a Top 75 US CPA firm.
- Structured learning and career growth opportunities.
- Paid leaves and holidays.

? Interested candidates can share their resumes at:

[email protected]

📌 Tax Manager - 1041 Trust Returns (Hyderabad)
🏢 Unison Globus
📍 Hyderabad