UK HNI- Senior Associate
On-siteKolkata, West Bengal, India
Kolkata, West Bengal, IndiaOn-siteFull TimeSenior LevelBachelors DegreeEnterprise
Full TimeSenior LevelBachelors DegreeEnterprise
Job Summary
Review and analyze financial data to prepare and file US individual tax returns, validating compliance with tax laws and regulations. Monitor financial trends to optimize client tax positions while minimizing non-compliance risks. Prepare tax documents and workpapers for senior review, consulting on regulatory compliance and cross-border tax implications. Build meaningful client connections by anticipating needs and leading kick-off calls to ensure timely finalization. Uphold professional standards in line with PwC tax and audit guidance while navigating complex tax regulations.
Required Qualifications
- At least a Bachelor's degree in the following field of study: Accounting or Master's in Commerce
- 3+ years of experience in the field of US Individual taxation
- Advanced understanding of US Individual tax returns (1040)
- Intermediate understanding of US Foreign Trust filing requirements (Form 3520)
- Understanding of other foreign filings on US individual tax returns (Form 8865, basic 5471, 8621, 926 etc)
- Ability to prepare Tax Returns/workpaper preparation (Pdf and excel), made ready for Sen.Associate/Manager/Senior manager review
- Ability to validate data and analyze for accuracy and relevance
- Ability to produce high quality of work which adheres to the relevant professional standards
- Ability to think broadly and ask relevant questions and communicate open items with clients in a timely manner while leading Kick-off/Status calls
- Ability to identify problems/information needed at the start to ensure tax returns can get finalized in a timely manner
- Ability to develop knowledge of the firm's line of service capabilities and our portfolio offerings
- Ability to keep up-to-date with tax technical / technology developments
- Ability to keep up to date with IRS technical and legislative changes
- Ability to pick up and learn about new tax technology being implemented across the AC and UK firms
- Ability to understand cross border tax implications, and a client tax position across multiple countries to correctly arrive at the final tax position on a US return
- Ability to understand and decipher a tax treaty
- Understanding of US non resident taxation and the treaty rates to use and which income to consider on a US return
- Oral and written proficiency in English required
Desired Qualifications
- Ability to excel in accounting practices and financial review
- Ability to analyze financial statements and monitor financial trends
- Ability to prepare tax documents and consulting on regulatory compliance
- Ability to utilize tax preparation and tax services expertise
- Ability to build meaningful client connections and anticipate needs
- Ability to navigate complex situations with critical thinking
- Ability to develop a deeper understanding of business context
- Ability to build good rapport with the Territory Counterparts
- Ability to comprehend instructions and take ownership of work entrusted while working independently
- Basic project management
- Advance/strong knowledge of MS/Google/Adobe enterprise solutions
- Comfortable with IT environment and be able to leverage tools available for driving efficiencies
- Ability to facilitate basic technical and tools & technology trainings
- Ability to share relevant knowledge with colleagues to enhance tax technical
- Ability to follow risk management and compliance procedures
- Ability to share and collaborate effectively with others, create a positive team spirit while proactively flagging ways to improve effective team working
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.