Job highlights

- Bachelor's or Masters in Commerce/Finance, CPA (US) or CA (ICAI) preferred, 3+ years US Federal and State Taxation experience, knowledge of HNI reporting and Form 1041
- Prepare and review US Federal and State tax returns, manage multiple client engagements, ensure compliance with HNI reporting requirements, use CCH Axcess & Sureprep Lead sheet, meet client deadlines, and support team collaboration

Bachelor's or Masters degree in Commerce or Finance or similar required. (CPA (US) or CA (ICAI) preferred. If not a CPA (US) or CA (ICAI), must meet educational requirements to obtain the same upon hire).
- Minimum of 3 years of experience in US Taxation, should have experience in both Federal

and States. Should have 6 to 12 months of review experience. Having experience in Form 1041 is added advantage.
- Relevant experience in understanding of HNI reporting requirements like Complex hedge

funds,



PTP, Multi state adjustments, forms 1098 & 1099 series & other foreign forms like FINCEN 114, FATCA, PFIC’s 8621.
- Experience in CCH Axcess & Sureprep Lead sheet is preferable.
- Excellent customer service skills and experience managing multiple client engagements.

Motivated to meet client deadlines and provide excellent client service
- Strong written and verbal communication and interpersonal skills. Ability to work effectively

both as part of a team and independently.
- Highly motivated and takes initiative for qualified growth and development
- Should be willing to learn other tax form per business requirement.
- Ability to work overtime, as needed. Ability to travel

📌 tax senior (Mumbai)
🏢 Delight HR
📍 Mumbai