Associate Manager - 1040 HNI - Tax

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time :

Comprehensive understanding of US Individual & Business tax, financial statements and statutory requirements and a minimum of 8-10 of significant US tax experience in a public accounting firm or industry position with substantial exposure on taxation of U.S

Extensive Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons

Extensive Understanding and working knowledge of Individual Tax return Form 1040, Trust Return 1041, Non-Profit Organization 990’s, and their associated reporting requirements; HNI, Complex hedge Funds, PTP, Multi-State adjustments, Forms 1098, 1099 series, and Other foreign forms Like FINCEN 114, FATCA, 8886, PFIC’s 8621, 5471 & 5472, TCJ and CARES ACT.

Also, should have extensive experience in Business tax returns – Corporate 1120 & Partnership Tax return 1065

Excellent communication skills to drive engagement and close interactions with both India & US Leadership.

Well versed in standard technology & come-up with innovative ideas of thinking, Strategy planning and managing the workload.

Ability to interact with all levels of internal Staff and Senior team members and manage team in complex situations.

Must process excellent tax research skills and Balanced allocation of work to team members.

Guide the team in understanding various tax forms and also conduct training & brainstorming knowledge sessions.

Directly manage teams of analysts, support in process implementation, staffing and new hire training.

Coaching and developing Junior & Senior Team members on the concepts of Individua / Trust / 990 / Partnership / corporate tax.

Develop Junior / Senior team members for next roles in the hierarchy and should be Leading and managing engagements independently.

Quality of process improvements & Team management

Attention to detail and documentation, Adherence to turnaround and statutory timelines

Excellent communication skills : clear oral and written skills; effective questioning, active listening

Excellent interpersonal skills : influencing, collaborating, networking, able to work effectively in virtual international and cross-functional teams

Requirements :

Qualification : Commerce Graduate / Postgraduate

Experience : 5+ years in US Individual Taxation.

The candidate should possess good communication and drafting skills with a work-based demonstrated affinity in pursuing a career in customs matters.

The candidate should demonstrate integrity and energy and possess independent working ability and have a collaborative mindset

Active communicator and a great team player

Ability to plan, prioritize, and organize work effectively

Ability to balance many projects simultaneously

Ability to work under pressure and time deadlines

Ability to work independently

Ability to be flexible with scheduling to meet workflow demands

Ability to present a professional appearance and demeanor

Ability to maintain client confidentiality, personal objectivity, and professional skepticism

Website : will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.