- Delivering a full range of Individual tax services in compliance with laws and regulations within timeframe.
- Building relationships and interacting with clients to provide excellent planning, consulting, and expertise.
- Providing tax planning and reviewing complex 1040 tax returns of Private Wealth services or Private Wealth Advisory group which consists of High-Net-Worth Individuals.
- Review and managing of the Tax returns and supporting Work papers as per US Tax Law
- Compliances for: Individual (Form 1040) and quarterly estimates working Knowledge of BNA would be preferable.
- You will be involved in all aspects of tax assignments from planning to finalization.
- Need someone who has experience in HNI (High network individual) clients
- Should have handled a Team - 30 to 40 team size
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