Tax Compliance – Senior Associate – VVN India – HNI
Core
Managing preparation and review of U.S. tax compliance engagements for High Net Worth Individuals (HNIs), domestic taxpayers, globally mobile employees, trusts, estates, and gifting structures.
Role type
Senior Associate, U.S. Individual Tax Compliance (HNI & Global Mobility)
Builds
U.S. individual tax returns (Forms 1040, 1041, 709, 706) and related compliance services
Domain
U.S. Taxation, High Net Worth Individuals, Global Mobility
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. Individual Tax Compliance, Complex Form 1040/1041/709/706 preparation, K-1 and PFIC handling, International tax filings, Multi-state taxation, Trusts and estates, Technical tax research, Engagement management, Mentoring junior professionals
Preferred skills
CPA, EA, or progress toward professional tax qualification
Technologies
U.S. tax compliance software, Microsoft Office applications, Workflow management tools
Responsibilities
Review US individual income (HNI) tax returns, Independently handle complex returns involving K-1s, PFICs, and international filings, Manage the engagement team and ensure performance goals are met, Identify and lead new services for the service line, Develop, mentor, and supervise Associates & Specialists, Communicate progress and project status to all stakeholders
Seniority
Senior, hands-on IC with team leadership