Assist in the preparation of U.S. Individual Income Tax Returns (Form 1040) in accordance with IRS regulations and firm policies
Support the preparation of individual tax returns for HNI clients, including moderately complex matters
Work on returns involving:
Forms 1099 and related income reporting
K‑1 and K‑3 schedules, including Hedge Fund and PTP K‑1s (with guidance as required)
Rental real estate activities
Multi‑state individual income tax filings
Foreign information reporting such as FBAR (FinCEN Form 114) and Form 8938
Prepare tax workpapers and supporting documentation in line with quality and documentation standards
Utilize tax compliance software such as SurePrep, CCH Axcess, or GoSystem Tax
Coordinate with U.S. onshore counterparts to address review comments and complete deliverables
Manage multiple tasks and meet deadlines during peak tax and extension seasons
Follow internal processes related to data security, confidentiality, and quality control
Demonstrate flexibility in taking up new assignments and learning additional tax concepts
Stay informed on IRS updates, tax law changes, and procedural guidance

Master’s degree in accounting, Finance, Commerce, or Taxation
2–3 years of experience in U.S. Individual Tax (Form 1040) preparation
Working knowledge of U.S. individual taxation and related forms
Experience in a public accounting or professional services environment preferred
Strong attention to detail, analytical skills, and willingness to learn
Good oral and written communication skills

Tax Staff – Individual Income Tax

Key skills