Advanced Analyst (HNI/Trust)

As an Advanced Analyst at Sax India LLP, you will play a crucial role in supporting the preparation of tax forms for high net worth Individuals, Trusts, and related tax forms in the US. Your responsibilities will include developing a brief understanding of day-to-day activities and transactions related to tax and tax accounting matters and ensuring they are addressed effectively. You will assist in the preparation of US High net worth Individual (1040) and Trusts (1041) tax compliance, as well as various informational reporting such as 1099s, foreign reporting, and US Estate & Gift tax returns. To excel in this role, you should hold a Bachelors or Masters degree in accounting or finance and have a minimum of one to three years of relevant work experience in US direct tax compliance handling US Individual & Trust compliance. It is essential to possess a solid understanding of Hedge fund K-1s, Publicly Traded Partnerships, ESBTs, 1099s, and other relevant forms. Strong communication skills, both oral and written, are crucial, along with proficiency in computer skills including an intermediate knowledge of Excel, Word, and PowerPoint. Experience in working with CCH Tax software will be considered an added advantage. In this position, you will need to demonstrate the ability to work and plan effectively with minimal direction in ambiguous situations. Strong interpersonal skills with a focus on building high functioning teams are essential. You should be able to articulate and position complex and critical challenges and have the capacity to prioritize when working on multiple complex projects. Strong influencing skills and the confidence to question existing processes will be beneficial. Contributing to a positive team environment by demonstrating consistent commitment and optimism towards work challenges is key to success in this role. Sax India LLP is an equal-opportunity employer committed to building a diverse and inclusive workplace. Join our team to be part of our critical mission to build a better working world by utilizing your knowledge, skills, and experience to assist clients in meeting their business goals.,