Director - Taxation - Private Client Services -

Job Summary:

1040 HNI experience for Minimum 12 years with CPA/ EA mandatory.

Responsibilities Includes, but not Limited to:

• Own and lead the end-to-end delivery of U.S. individual income tax engagements, including Form 1040 and related federal, state, and local tax filings.
• Serve as the primary relationship manager for client communication and provide responses within stipulated timeframes.
• Proven experience in signing U.S. Individual (Form 1040) tax returns and managing multi-state tax returns.
• Assisting on variety of tax consulting issues for Individual taxpayers.
• Maintaining and developing strong client relationships on various Individual Returns consulting/compliance engagements in the industry.
• Managing engagement workflow, engagement team resources, and engagement billing.
• Mentor, train, and develop junior team members.
• Able to do tax research independently and learn AI tools as and when required.
• Supervise the staff's progress.
• Build working relationships with peers, supervisors and U.S. colleagues.

Experience Required:

• Ability to do independent tax research in case of unseen tax scenarios.
• Good Communication skills.
• Fluency in English (written and spoken).
• Ready to learn new tax software.
• Quick learner, enthusiastic, positive demeanor and a team player.
• Ready to work long hours during busy season times.
• Able to meet the deadlines and work based on the urgency of the projects.
• Good at multi-tasking and handling various projects simultaneously in an efficient manner.
• Good at training and supervising staff and getting the work done in a timely and efficient manner.
• Ability to guide subordinates through the technical problems they face.
• Should be able to build working relationships with peers, supervisors and U.S colleagues.

Position Requirements:

• EA/CPA certificate is mandatory.
• Experience in signing tax returns.
• Experience on CCH Axcess Tax is a must.
• Relevant Experience more than 12+ years with major experience into 1040 Returns.

Job Details:

• Minimum Years Of Experience: 12
• Maximum Years Of Experience: 18+
• Designation: Director
• Open Positions: 1
• Dept: Tax
• Service Line Group: Private Client Services Center of Excellence
• Service Line: Private Client Services Center of Excellence
• Office Location: Ahmedabad/Hyderabad/ Remote
• Type of Employment: Permanent
• Shift Type: Day Shift