Senior Manager – US HNI Tax Compliance Job Vacancy in Asia
Posted date [2025-03-23]
(ID: 33993)
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Senior Manager – US HNI Tax Compliance
Take the next big step in your tax career with Deloitte India as a Senior Manager in US Global Employer Services – HNI. Based in Mumbai, this role is ideal for experienced tax professionals who want to lead complex US tax compliance for high-net-worth individuals while working in a dynamic, cross-border environment with one of the world\'s most respected professional services firms.
Job Location: Mumbai, India
Job Industry: Accounting and Professional Services
Job Function: US Tax – High Net Worth Individual Compliance
Job Type: Full-time
Salary: Negotiable
Gender: Any
Candidate Nationality: Any
Candidate Current Location: India (preferably Mumbai or willing to relocate)
Application Deadline: April 30, 2025
What Does a Senior Manager – US HNI Tax Do?
This position focuses on delivering comprehensive tax compliance and advisory services to US-based high-net-worth individuals and private wealth clients. The Senior Manager leads end-to-end return preparation and signing, oversees tax planning, manages compliance risks, and supervises cross-functional teams in India while collaborating with Deloitte US and global teams.
What Are the Key Responsibilities?
- Prepare, review, and sign complex US individual tax returns for HNI and private wealth clients
- Handle specialized forms such as 709, 706, 1041, 3520, 926, 8865, 8621, 5471, 8858, and QBI reporting
- Provide advisory services including estate planning, gift tax, trust income, and expatriate tax compliance
- Collaborate with US-based clients and teams, providing subject-matter expertise and leadership
- Utilize advanced tools like CCH Axcess, ProSystem fx, and Microsoft Excel for tax calculations and return processing
- Train and guide junior staff, ensuring compliance quality and knowledge transfer
- Conduct tax law research, track regulatory changes, and provide strategic recommendations
- Participate in strategic initiatives to improve process efficiency and tax transformation delivery
- Potentially travel to the US on short-term assignments (less than 6 months)
What Qualifications Are Needed for This Role in Mumbai?
Education:
- Full-time MBA in Finance or equivalent from a recognized university
Experience:
- Minimum 12 years of US tax experience focused on HNI clients and private wealth
- Proven track record in signing complex tax returns and managing tax planning strategies
Certifications and Technical Skills:
- Enrolled Agent (EA) accreditation is mandatory
- Advanced knowledge of US federal and state tax laws, especially around foreign national issues
- Strong accounting principles and familiarity with depreciation and recapture rules
- Proficient in tax software (CCH Axcess, ProSystem fx) and Microsoft Office Suite
- Comfortable working with proprietary platforms such as Tracker
- Excellent written and spoken English communication skills
Shift Timings:
- 11:00 AM to 8:00 PM IST
- 2:00 PM to 11:00 PM IST
What Benefits Come with This Position?
- Work with a globally respected brand and an inclusive, high-performance culture
- Gain access to global exposure and cutting-edge tax technology
- Develop leadership skills through mentorship and formal development programs
- Enjoy flexible work options, competitive compensation, and robust health benefits
- Be part of a purpose-driven organization that values sustainability, equity, and trust
About the Company
Deloitte Tax Services India Private Limited (USI Tax) supports Deloitte US by delivering specialized tax services from India. USI Tax is a critical part of Deloitte’s global tax transformation strategy, providing innovative, technology-enabled solutions for complex tax challenges.
With offices across Mumbai, Bengaluru, Hyderabad, Pune, Chennai, Gurgaon, and Kolkata, Deloitte India offers a broad range of career opportunities to professionals who want to make an impact that matters.
Take the next big step in your tax career with Deloitte India as a Senior Manager in US Global Employer Services – HNI. Based in Mumbai, this role is ideal for experienced tax professionals who want to lead complex US tax compliance for high-net-worth individuals while working in a dynamic, cross-border environment with one of the world\'s most respected professional services firms.
Job Location: Mumbai, India
Job Industry: Accounting and Professional Services
Job Function: US Tax – High Net Worth Individual Compliance
Job Type: Full-time
Salary: Negotiable
Gender: Any
Candidate Nationality: Any
Candidate Current Location: India (preferably Mumbai or willing to relocate)
Application Deadline: April 30, 2025
What Does a Senior Manager – US HNI Tax Do?
This position focuses on delivering comprehensive tax compliance and advisory services to US-based high-net-worth individuals and private wealth clients. The Senior Manager leads end-to-end return preparation and signing, oversees tax planning, manages compliance risks, and supervises cross-functional teams in India while collaborating with Deloitte US and global teams.
What Are the Key Responsibilities?
- Prepare, review, and sign complex US individual tax returns for HNI and private wealth clients
- Handle specialized forms such as 709, 706, 1041, 3520, 926, 8865, 8621, 5471, 8858, and QBI reporting
- Provide advisory services including estate planning, gift tax, trust income, and expatriate tax compliance
- Collaborate with US-based clients and teams, providing subject-matter expertise and leadership
- Utilize advanced tools like CCH Axcess, ProSystem fx, and Microsoft Excel for tax calculations and return processing
- Train and guide junior staff, ensuring compliance quality and knowledge transfer
- Conduct tax law research, track regulatory changes, and provide strategic recommendations
- Participate in strategic initiatives to improve process efficiency and tax transformation delivery
- Potentially travel to the US on short-term assignments (less than 6 months)
What Qualifications Are Needed for This Role in Mumbai?
Education:
- Full-time MBA in Finance or equivalent from a recognized university
Experience:
- Minimum 12 years of US tax experience focused on HNI clients and private wealth
- Proven track record in signing complex tax returns and managing tax planning strategies
Certifications and Technical Skills:
- Enrolled Agent (EA) accreditation is mandatory
- Advanced knowledge of US federal and state tax laws, especially around foreign national issues
- Strong accounting principles and familiarity with depreciation and recapture rules
- Proficient in tax software (CCH Axcess, ProSystem fx) and Microsoft Office Suite
- Comfortable working with proprietary platforms such as Tracker
- Excellent written and spoken English communication skills
Shift Timings:
- 11:00 AM to 8:00 PM IST
- 2:00 PM to 11:00 PM IST
What Benefits Come with This Position?
- Work with a globally respected brand and an inclusive, high-performance culture
- Gain access to global exposure and cutting-edge tax technology
- Develop leadership skills through mentorship and formal development programs
- Enjoy flexible work options, competitive compensation, and robust health benefits
- Be part of a purpose-driven organization that values sustainability, equity, and trust
About the Company
Deloitte Tax Services India Private Limited (USI Tax) supports Deloitte US by delivering specialized tax services from India. USI Tax is a critical part of Deloitte’s global tax transformation strategy, providing innovative, technology-enabled solutions for complex tax challenges.
With offices across Mumbai, Bengaluru, Hyderabad, Pune, Chennai, Gurgaon, and Kolkata, Deloitte India offers a broad range of career opportunities to professionals who want to make an impact that matters.
