Onsite Tax Supervisor – Private Client Advisors

Posted 2 hours ago

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About the role

  • Tax Supervisor responsible for high-net-worth individual tax returns at Armanino India. Overseeing tax compliance, advising clients, and mentoring staff in a supportive environment.

Responsibilities

  • Review and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
  • Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
  • Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
  • Review and confirm assignment objectives, scope and work plan with client
  • Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
  • Analyze billing and assist with accounts receivable collections from clients
  • Assist with new business development, extended service and tax issue recognition for existing clients
  • Seek regular client assessment of assignment progress and overall feedback on performance
  • Coach and mentor staff and seniors on client engagements and career path
  • Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning.

Requirements

  • Bachelor's or Master’s degree in Accounting, Finance or related field
  • Certified Public Accountant (US) or qualified Chartered Accountant
  • Expert knowledge on Axcess Tax, XCM, TaxCaddy, SurePrep, and Caseware preferred
  • Minimum of 4 years’ experience in public accounting in taxation or equivalent experience
  • Minimum of 1 years in a managerial role involving clients and team members
  • Excellent communication skills
  • Proficient in Microsoft Office Applications
  • Tech savvy & adaptable to changing work expectations.

Benefits

  • Provident Fund
  • Gratuity
  • Medical Insurance
  • Group Personal Accident Insurance etc.
  • employment benefits depending on the position.

Job title

Tax Supervisor – Private Client Advisors

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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