Associate 2, Private Client Services Ultra-High Net Worth

We are looking for a highly skilled and experienced Associate 2 to join our Private Client Services team in Mumbai. The ideal candidate will have 1-2 years of experience in business taxation, with a strong background in accounting and excellent communication skills.

Roles and Responsibility

• Prepare high-quality tax returns, including Form 1040, Trust returns Form 1041, Multi-State Returns, Partnership Form 1065, and S-Corporation Form 1120S.
• Reconcile client-provided documentation and identify inconsistencies.
• Develop an understanding of reporting requirements for different entity structures and the compliance process.
• Utilize tax knowledge and the tax preparation process to complete work for review.
• Stay current on tax legislation relevant to Private Client Service clients.
• Collaborate with USI and U.S. teams to answer questions or collect necessary information for tax service requirements.
• Ensure all checklists and controls are completed.
• Remain up to date on current tax practices and changes in tax law.
• Identify and report all risk and compliance issues, breaches, and suspicious activities.
• Perform other duties as required.

Job Requirements

• Bachelor's degree and master's degree in accounting (B.Com/BBA, MBA/M.Com).
• Experience preparing workpapers and U.S. tax returns.
• Proficiency in English, both oral and written communication.
• Strong computer skills, including proficiency in Microsoft Excel.
• Experience with Go-systems or CCH tax software.
• EA/CPA is preferred.
• Ability to work collaboratively as part of a team.