High Net Worth Individual Tax Specialist

2 days ago

Chennai, Tamil Nadu, India beBeeTax Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a seasoned tax professional to join our team as a 1040 HNI Tax Manager.

This role requires strong technical knowledge, excellent communication skills and a client-service mindset to deliver high-quality tax solutions and advisory services.

  • Manage and review complex U.S. individual tax returns (Form 1040) for high-net-worth individuals, including multi-state and international components.
  • Handle intricate tax issues related to investments, K-1s, foreign income, real estate, hedge funds, private equity, and trusts.
  • Provide tax planning and consulting support to clients, focusing on proactive strategies to optimize tax positions.
  • Supervise, mentor, and review work of junior staff and senior associates, ensuring compliance with internal standards and deadlines.
  • Coordinate with U.S. counterparts and client relationship teams for efficient workflow and communication.
  • Stay updated on latest IRS regulations and tax law changes impacting individual taxation.
  • Use tax software platforms like CCH Axcess, GoSystem, Sureprep or similar for preparation and review.
  • Support quality control initiatives and assist in process improvements.
Requirements

To be successful in this role, you will need:

  • 8+ years of hands-on experience in U.S. individual taxation (Form 1040), preferably handling HNI clients.
  • Strong understanding of income tax concepts related to investments, foreign disclosures (FBAR, FATCA), K-1s, 6251, 1116, 8938, etc.
  • Prior experience managing teams and reviewing tax returns is mandatory.
  • Proficiency in U.S. tax software such as CCH Axcess, GoSystem, Sureprep or similar.
  • Excellent written and verbal communication skills.
  • CPA/EA certification is an added advantage.
Preferred Qualities

We are looking for candidates with:

  • Strong analytical and organizational skills.
  • Proactive approach to identifying issues and offering solutions.
  • Ability to manage multiple priorities and deadlines.
  • Client-focused mindset with attention to detail.

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