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Assistant Manager
People EquationSurat, IN2 days ago
Job descriptionBachelor's / Master’s degree with a major in accounting and EA (US) preferred. If not a EA(US), must meet educational requirements to obtain the same upon hire). 5-8yrs years of experience in handling HNI individuals. Proficient in individual taxation and other forms - 1040, 1041, 990, or 709. Strong written and verbal communication and interpersonal skills. Ability to work effectively both as part of a team and independently. Strong organizational skills required for managing multiple client engagements. Ability to work and plan effectively with minimal direction in ambiguous situations. Strong interpersonal skills with a focus on building high functioning teams. Able to articulate / position complex / critical challenges, issues, etc. The ability to priorities when working on multiple complex projects. Strong influencing skills, and the confidence to question existing processes. Contributing to a positive team environment by demonstrating consistent commitment and optimism towards work challenges.
Job Title : 1040 Assistant Manager
Location : Hyderabad
Experience Required : 5–8 years
Roles & Responsibilities :
- Experience in Reviewing complex 1040 & 1041 tax returns of HighNetWorth Individuals and their Trusts & Estate Tax Returns (1041s, 706, 709 etc.).
- Have good understanding of various foreign forms such as 8621, 926, 8865, 8886, 8938 etc
- Determine tax service objectives, scope and methodology and actively participate in communications with client management to understand the client’s business and to identify possible tax solutions.
- Oversee the calculation and analysis of tax strategies for clients and assist with delivering to the client.
- Manage and review the preparation of individuals tax returns, estimates and extensions. Monitor, document and apply the tax laws for US tax return preparation / review.
- Proficiency in CCH Axcess and Drake Software is preferred.
- Provide both leadership (mentoring and coaching) and supervision to Tax Seniors and Staff.
- Identify opportunities for continuous improvement and contribute towards implementing them.
Qualifications :
Skills and Expertise :
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Assistant Manager • Surat, IN
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