Citrin Cooperman - Manager - US Taxation - CA / CPA

Job Title : Tax Manager - U.S. Individual (1040 / 1041) Returns

Job Summary :

We are seeking an experienced Tax Manager to lead and manage U.S. individual and fiduciary tax return engagements (Form 1040 and 1041), primarily for High Net-Worth Individuals (HNI). The role involves client management, technical tax review, team leadership, and ensuring compliance with U.S. tax regulations.

Key Responsibilities :

• Manage HNI clients with complex life events impacting their U.S. Individual (1040) and Fiduciary (1041) tax returns.
• Review U.S. tax returns, particularly 1040 HNI individual returns, ensuring accuracy and compliance.
• Provide guidance on a wide range of tax issues and conduct independent tax research when required.
• Build, maintain, and develop strong client relationships across consulting and compliance engagements.
• Oversee engagement workflow, team resource allocation, and billing management.
• Mentor, train, and supervise junior staff, monitoring their progress and providing technical guidance.
• Deliver staff training sessions and support professional development of team members.
• Collaborate effectively with peers, supervisors, and U.S.-based colleagues to deliver high-quality outcomes.

Experience & Skills Required :

Position Requirements :

(ref : iimjobs.com)