Tax Manager - 1040 HNI - CPA Firm

Tax Manager - 1040 HNI

Job Summary:

We are looking for an experienced Tax Manager - 1040 HNI to lead the preparation, review, planning, and compliance of US individual tax returns for High-Net-Worth Individuals (HNI). The ideal candidate should have strong expertise in US Individual Taxation (Form 1040/1041), experience working with CPA firms or US tax practices, and the ability to manage client relationships and lead a team of tax professionals.

Key Responsibilities:

- Lead and manage US individual tax engagements, primarily involving Forms 1040 and 1041 for high-net-worth clients.

- Review complex individual tax returns and ensure accuracy, completeness, and compliance with applicable US federal and state tax regulations.

- Provide tax planning and advisory support to HNI clients, identifying tax-saving opportunities and potential risks.

- Handle complex tax matters involving investments, trusts, estates, partnerships, S corporations, capital gains, foreign income, and other investment-related activities.

- Manage the preparation and review of federal and state tax returns, extensions, estimates, and related filings.

- Review work prepared by tax associates and seniors and provide technical guidance and feedback.

- Manage multiple client engagements, timelines, deliverables, and priorities effectively.

- Act as a key point of contact for clients and address tax-related queries in a professional and timely manner.

- Collaborate with internal teams and clients to gather required financial and tax information.

- Identify opportunities to improve tax processes, workflows, quality controls, and turnaround times.

- Drive standardization and automation of tax processes wherever applicable.

- Mentor and develop team members through regular coaching, knowledge sharing, and performance feedback.

- Stay updated on changes in US federal and state tax laws, regulations, and compliance requirements.

- Ensure adherence to internal quality standards, professional ethics, and client confidentiality requirements.

Required Qualifications & Experience:

- Bachelor's or Master's degree in Accounting, Finance, Taxation, or a related field.

- 6-10 years of relevant experience in US individual taxation, preferably within a CPA firm, accounting firm, or US tax services environment.

- Strong hands-on experience with Form 1040 and Form 1041, particularly for HNI clients.

- Strong knowledge of US federal and state individual tax compliance and tax planning.

- Experience in reviewing complex US individual tax returns and supporting documentation.

- Prior experience in team leadership and client management.

- Strong understanding of tax planning, compliance, and review processes.