Talent.com
No longer accepting applications
US Tax Reviewer - 1041

US Tax Reviewer - 1041

GR8 Global Indiaamritsar, India
8 hours ago
Job description

Job Summary :

We are seeking an experienced US Tax Professional with a strong background in reviewing Form 1041 (U.S. Income Tax Return for Estates and Trusts). The ideal candidate will be responsible for ensuring compliance with federal and state tax regulations, offering strategic tax planning, and delivering high-quality service to individuals and fiduciary clients.

Key Responsibilities :

Form 1041 Estates & Trusts :

  • Review fiduciary income tax returns (Form 1041), including complex trust and estate accounting.
  • Allocate income between the trust / estate and beneficiaries appropriately.
  • Understand DNI (Distributable Net Income) calculations and trust distribution rules.
  • Collaborate with estate planners and attorneys as needed.

General Tax Duties :

  • Stay current on federal and state tax laws affecting individuals and fiduciaries.
  • Communicate with clients to gather necessary documents and provide updates.
  • Respond to IRS and state tax notices and correspondence.
  • Use tax software such as CCH Axcess, Sureprep, ProSystem fx, Lacerte, UltraTax, or Drake.
  • Maintain confidentiality of client data and uphold professional ethics.
  • Qualifications :

  • Bachelor’s degree in Accounting, Finance, or related field; CPA or EA preferred.
  • 3+ years of experience in US trust and estate returns
  • 2+ years of recent experience reviewing US trust and estate returns
  • Strong understanding of IRC sections relevant to 1041 returns.
  • Proficiency in tax preparation software and Microsoft Office Suite.
  • Excellent analytical, communication, and organizational skills.
  • Ability to manage multiple deadlines and client relationships simultaneously.
  • Create a job alert for this search

    Tax Us Tax • amritsar, India

    Related jobs
    • Promoted
    Accounting + Tax (DATEV)

    Accounting + Tax (DATEV)

    AKM Globalamritsar, punjab, in
    We are seeking a skilled and detail-oriented.Accountant with expertise in DATEV.The ideal candidate will have a strong understanding of German accounting principles and experience supporting.Manage...Show moreLast updated: 30+ days ago
    • Promoted
    US Mortgage Loan Compliance

    US Mortgage Loan Compliance

    Synergyamritsar, punjab, in
    This is a full-time, remote role for a Mortgage Loan Compliance Reviewer located in our Mumbai office, supporting operations in the US mortgage industry. The position focuses on conducting thorough ...Show moreLast updated: 1 day ago
    • Promoted
    Tax Consultant

    Tax Consultant

    Peoplefyamritsar, punjab, in
    Notice Period - Immediate Joiners / Serving / 30 Days.Excellent Communication Skills.Working Exp on Indirect Taxes - GST and VAT. Working Exp in Indian + International market.Shift - Flexible (India...Show moreLast updated: 1 day ago
    • Promoted
    FATCA / CRS Reporting Specialist

    FATCA / CRS Reporting Specialist

    Optaxamritsar, punjab, in
    Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy.Focusing on private fu...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Accountant & Manager (UK Accounting & Taxation) – Remote

    Senior Accountant & Manager (UK Accounting & Taxation) – Remote

    Certify ITamritsar, punjab, in
    Remote
    Location : India (Remote with potential relocation to the UK).Salary : Competitive, aligned with the Indian market, with a performance-based bonus structure. Future Growth : Potential for UK relocation...Show moreLast updated: 1 day ago
    • Promoted
    Sap Rtr Tax Consultant (Brazil)

    Sap Rtr Tax Consultant (Brazil)

    KATBOTZ®Amritsar, Republic Of India, IN
    KATBOTZ LLC – Hiring SAP RTR Tax Consultant (Brazil).SAP RTR Tax Consultant – Brazil.This role focuses on leading SAP localization, tax configuration, and statutory compliance for Brazil, ensuring ...Show moreLast updated: 1 day ago
    • Promoted
    Tax Manager

    Tax Manager

    MYCPE ONEamritsar, punjab, in
    We are seeking a skilled and detail-oriented Tax Manager with extensive review experience in Form 1120, 1065, and 1120-S to join our dynamic team. The ideal candidate will manage tax compliance and ...Show moreLast updated: 1 day ago
    • Promoted
    Manager - Tax- Project Management

    Manager - Tax- Project Management

    Withumamritsar, punjab, in
    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 r...Show moreLast updated: 13 days ago
    • Promoted
    Senior Record Quality Reviewer

    Senior Record Quality Reviewer

    Getingeamritsar, punjab, in
    This is a 6-month contractual role.To complete a review of service records ensuring information and documentation is completed as per requirements. Update Excel file noting Yes or No to compliance w...Show moreLast updated: 1 day ago
    • Promoted
    Accounting + Tax

    Accounting + Tax

    AKM GlobalAmritsar, Republic Of India, IN
    We are seeking a skilled and detail-oriented.Accountant with expertise in DATEV.The ideal candidate will have a strong understanding of German accounting principles and experience supporting.Manage...Show moreLast updated: 17 days ago
    • Promoted
    Fatca / Crs Reporting Specialist

    Fatca / Crs Reporting Specialist

    OptaxAmritsar, Republic Of India, IN
    Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy.Focusing on private fu...Show moreLast updated: 17 days ago
    • Promoted
    • New!
    Account Specialist

    Account Specialist

    The AES Groupamritsar, punjab, in
    US Tax & Accounting Specialist.US Tax & Accounting Specialist.US Tax, USE Tax, and US Indirect Tax.The ideal candidate should possess hands-on expertise in managing tax compliance, accounting opera...Show moreLast updated: 10 hours ago
    • Promoted
    SAP RTR Tax Consultant (Brazil)

    SAP RTR Tax Consultant (Brazil)

    KATBOTZ®amritsar, punjab, in
    KATBOTZ LLC – Hiring SAP RTR Tax Consultant (Brazil).SAP RTR Tax Consultant – Brazil.This role focuses on leading SAP localization, tax configuration, and statutory compliance for Brazil, ensuring ...Show moreLast updated: 1 day ago
    • Promoted
    Sr. Associate - Risk Advisory (HITRUST)

    Sr. Associate - Risk Advisory (HITRUST)

    Cherry Bekaertamritsar, punjab, in
    Cherry Bekaert is a nationally recognized CPA firm with over 75 years of experience providing assurance, tax, and advisory services to our clients. We are seeking a Senior Associate (HITRUST) to joi...Show moreLast updated: 17 days ago
    • Promoted
    Sap Tax Consultant

    Sap Tax Consultant

    KATBOTZ®Amritsar, Republic Of India, IN
    KATBOTZ LLC is seeking an experienced.The ideal candidate will be responsible for ensuring compliance with tax regulations, optimizing tax configurations, and supporting global and regional tax ini...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Indirect Tax Manager

    Indirect Tax Manager

    Air India SATS Airport Services Private Limited (AISATS)amritsar, India
    To lead and manage all aspects of indirect taxation including GST, customs, and other applicable levies, ensuring compliance with statutory requirements, optimizing tax positions, and supporting bu...Show moreLast updated: 2 hours ago
    • Promoted
    Senior Tax Associate

    Senior Tax Associate

    Elevateamritsar, punjab, in
    Elevate LLC is a national platform built to partner with growth-focused accounting, tax and advisory firms.Our mission is to empower entrepreneurial firms and their leaders by providing the capital...Show moreLast updated: 30+ days ago
    • Promoted
    Principle Associate

    Principle Associate

    LawSikhoamritsar, punjab, in
    We are seeking an experienced Tax & Finance Professional / Chartered Accountant / CMA to join our finance team.The ideal candidate will be responsible for ensuring end-to-end tax compliances, strengthe...Show moreLast updated: 22 days ago