Found Description
Job Summary:
We are seeking an experienced Tax Manager 1040 (HNI) to manage and review U.S. individual tax returns for High-Net-Worth Individuals (HNI) . The role involves handling complex tax situations, providing strategic tax planning, and ensuring compliance with federal, state, and local tax regulations.
Key Responsibilities:
- Manage and review complex U.S. individual tax returns (Form 1040) for HNI clients
- Prepare and review related forms and schedules including:
- Schedule A, B, C, D, E, and K-1s
- Forms 1116, 2555, 3520, 5471, 8621, 8938, 8949, and 8960
- Handle complex investments, stock options, RSUs, restricted stock, and partnership interests
- Manage multi-state tax filings and residency/apportionment issues
- Provide tax planning and advisory services for wealth management, estate planning, and gift tax strategies