Individual Taxation Role

Roles and Responsibilities:

- Prepare and review complex Form 1040 tax returns for High Net Worth Individual (HNI) clients, ensuring accuracy and compliance with federal and state tax laws.

- Knowledge about K-1's (1065, 1120S ,1041) and grantor letter reporting.

- Preparation and review of State and Federal Summary.

- Research and interpret tax laws, regulations, and rulings to ensure compliance and optimize tax outcomes for clients.

- Training of team members and clients on regular Tax updates and announcements.

- Research, analysis and application of Tax rules, updates, and any change in tax policies.

- Preparation and review of estimates and extensions.

- Ensure maintenance of timelines and quality of deliverables

Software's: CCH Access, Adobe Acrobat.

Qualifications and Skills:

- Min 3-8 years of relevant work experience is required.

- Excellent written and verbal communication skills

- Seek opportunities for personal & professional development.

- A problem solver and a team player who loves to take initiative.

- Excellent customer service skills

- Impeccable mathematics skills

- Has a flexible and practical approach to work.

- Good communication skills and ability to coordinate with team and clients effectively.