Position SummaryThe1040 HNI Tax Revieweris responsible for reviewing complex U.S. Individual tax returns (Form 1040) for High-Net-Worth Individuals (HNI), ensuring compliance with U.S. tax regulations and optimizing tax strategies. The role demands strong technical expertise in U.S. individual taxation, excellent attention to detail, and the ability to guide preparers and associates in delivering high-quality work.Key ResponsibilitiesReview complex U.S. Individual (Form 1040) tax returns for High-Net-Worth Individuals, including supporting schedules, K-1s, and multi-state filings. Ensure accuracy, completeness, and compliance with IRS regulations and firm standards. Identify tax planning opportunities and risk areas for HNI clients. Provide technical guidance and feedback to preparers and junior team members. Coordinate with internal teams and U.S. counterparts for tax planning, review discussions, and client deliverables. Review and interpret investment income statements, partnership K-1s, capital gains schedules, and foreign income reporting (Form 1116, Form 8938, FBAR). Stay updated on changes in tax laws and communicate key updates to the team. Support process improvement initiatives to enhance review efficiency and accuracy. Assist in training and mentoring tax associates and preparers. Key Skills & CompetenciesStrong knowledge ofU.S. Individual Taxation (Form 1040)and related schedules. Expertise in reviewing returns forHNI clientsincluding investments, trusts, partnerships, and foreign income. Proficiency in tax preparation and review software such asGoSystem, CCH Axcess, UltraTax, or ProSystem fx. Familiarity withU.S. tax laws, IRS guidelines, and state tax filing requirements. Excellent analytical, communication, and problem-solving skills. Ability to manage multiple priorities and meet deadlines under pressure. QualificationsBachelors degree in Accounting, Finance, or related field. Minimum 3 years of experience inU.S. Individual Tax (1040)preparation and minimum 1 years in review, preferably handling HNI clients.
Job Title
Tax Reviewer - 1040HNI