Designation :
US Tax 1041 HNI
Location :
Gurgaon/Hyderabad
Experience :
7.0-
10.0
Years
Work Mode: 5 days WFO/Hybrid
Role Overview
We are seeking an experienced Tax Reviewer with a b background in handling complex U.S. Individual Tax Returns for High-Net-Worth Individuals (HNI) and mobility clients. The ideal candidate will have 7-9 years of hands-on experience reviewing Form 1040 and associated schedules, along with specialized expertise in international tax compliance forms.
Key Responsibilities
- Form 1040 Review: Review U.S. Individual Tax Returns (Form 1040) for HNI clients, ensuring accuracy and compliance with IRS regulations.
- International Tax Forms: Review and analyze complex international tax forms including:
- Form 1116 (Foreign Tax Credit)
- Form 2555 (Foreign Earned Income Exclusion)
- Form 8938 (Statement of Specified Foreign Financial Assets)
- Form 8621 (Information Return by a Shareholder of a Passive Foreign Investment Company)
- FBAR Compliance: Review FinCEN Form 114 (FBAR) filings for mobility clients to ensure proper reporting of foreign bank accounts.
- Client Advisory: Provide insights and recommendations to clients on tax-saving opportunities and compliance risks.
- Cross-Border Taxation: Collaborate with global mobility teams to address expatriate and cross-border tax issues.
- Quality Assurance: Ensure all returns meet firm standards and regulatory requirements before submission.
Qualifications
- Bachelor’s or master’s degree in accounting, Finance, or related field.
- CPA, EA, or equivalent professional certification preferred.
- 7-9 years of experience in U.S. Individual Tax Return review, with exposure to HNI and mobility clients.
- b knowledge of IRS regulations and international tax compliance requirements.
- Excellent analytical, communication, and client management skills.
Why AKM?
AKM Global is a leading tax and consulting firm headquartered in India, with a b and growing international footprint. Backed by over four decades of expertise, we offer end-to-end advisory and execution services across a broad spectrum, including M&A, India entry strategy, transaction advisory, valuation, transfer pricing and tax litigation. With a team of around 700+ professionals, we partner with Fortune 500 companies, multinational corporations, high-net-worth individuals, and innovative startups to provide strategic and future-ready solutions.
We are consistently ranked in the World Tax Guide and World Transfer Pricing Guide by the International Tax Review (ITR) - a recognition of our technical excellence, global standards and industry leadership.
Website: http://www.akmglobal.com
LinkedIn Profile: https://www.linkedin.com/company/akmglobal/
