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.
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