Manager : US Individual, Trust & Estate Tax and Foreign Reporting

Key Responsibilities

Technical Review and Quality

• Lead the review of complex individual returns involving investment income, rental activities, business income, pass-through entities, foreign income, and multistate reporting.
• Review trust and estate income tax returns, including fiduciary accounting considerations, distributable net income, income distributions, beneficiary allocations, and Schedule K-1 reporting.
• Oversee applicable foreign reporting, including Forms 1116, 2555, 8938, 8621, 5471, 8865, 8858, 3520, 3520-A, and FinCEN Form 114 (FBAR), Form 926, Form 1118, Subpart F & Form 8992 NCTI (formerly GILTI) calculations.
• Oversee and review basic to moderately complex partnership (Form 1065) and S corporation (Form 1120S) returns, escalating complex technical matters to Business Tax specialists.

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• Assess foreign reporting requirements based on client facts and coordinate with international tax specialists on complex matters.
• Resolve technical issues, review research and documented positions, and communicate significant judgments to US engagement teams.
• Establish appropriate review coverage based on return complexity and professional readiness.
• Investigate recurring errors and implement corrective actions, targeted training, and quality improvements.

Client and Engagement Management

• Serve as a primary contact for assigned US CPA firms and lead discussions on delivery, quality, open items, and upcoming demand.
• Validate return forecasts, monitor actual inflows, and communicate capacity gaps and delivery risks early.
• Ensure clear ownership and timely resolution of missing information, review comments, and escalations.
• Oversee engagement budgets, turnaround times, productivity, and rework.

Team Leadership and Development

• Manage Assistant Managers, reviewers, and preparers; allocate work based on skills, complexity, and capacity.
• Assess readiness for independent review and establish individual development plans.
• Conduct performance reviews, coaching sessions, and technical training.
• Support recruitment, onboarding, succession planning, and development of future reviewers and leaders.

Technology and Process Improvement

• Drive effective use of tax software, AI-assisted tools, standardized workpapers, and workflow systems.
• Ensure technology-generated outputs are validated and supported by appropriate documentation.
• Partner with platform and transformation teams to improve processes and address recurring system issues.
• Maintain compliance with confidentiality, data security, and firm policies.

Qualifications and Skills

• Bachelors or master’s degree in accounting, finance, commerce, or a related discipline.
• EA or US CPA, qualification will be an add on.
• Strong hands-on experience reviewing Forms 1040 and 1041 and relevant foreign reporting forms.
• Working knowledge of CCH Axcess, UltraTax, or comparable US tax software.
• Strong tax research, analytical, communication, and stakeholder management skills.
• Demonstrated ability to lead teams and manage multiple engagements during peak filing periods.