AU Tax - 1040 HNI - Experienced Reviewer

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others

Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths

You are expected to anticipate the needs of your teams and clients, and to deliver quality

Embracing increased ambiguity, you are comfortable when the path forward isn t clear, you ask questions, and you use these moments as opportunities to grow

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to

Technical
1

35 years of experience in the field of US Individual taxation
2

Advanced understanding of US Individual tax returns (1040) and intermediate understanding of US Foreign Trust filing requirements (Form 3520) and other foreign filings on US individual tax returns (Form 8865, basic 5471, 8621, 926 etc)
3

1st level Review of Tax Returns/workpaper preparation (Pdf and excel), made ready for Manager/Senior manager review
4

Make the most of the opportunities for technical development through on the job learning and exposure
5

Validate data and analyze for accuracy and relevance
6

Produce high quality of work which adheres to the relevant professional standards
7

Think broadly and ask relevant questions and communicate open items with clients in a timely manner while leading Kickoff/Status calls

Abilty to identify problems/information needed at the start to ensure tax returns can get finalized in a timely manner
8

Develop knowledge of the firm s line of service capabilities and our portfolio offerings
9

Keep uptodate with tax technical / technology developments
10

Keep up to date with IRS technical and legislative changes
11

Ability to pick up and learn about new tax technology bieng implemented across the AC and Australian firms
12

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 is helpful
13

Understanding of US non resident taxation and the treaty rates to use and which income to consider on a US return

General
1

Very good communication skills
2

Build good rapport with the Territory Counterparts
3

Ability to comprehend instructions and take ownership of work entrusted while working independently
4

Basic project management
5

Advance/strong knowledge of MS/Google/Adobe enterprise solutions
6

Comfortable with IT enviornment and be able to leverage tools available for driving efficiencies
7

Facilitate basic technical and tools & technology trainings Share relevant knowledge with colleagues to enhance tax technicals
8

Follow risk management and compliance procedures
9

Share and collaborate effectively with others, create a positive team spirit while proactively flagging ways to improve effective team working
10

Working towards individual goals set and comfortable with target/deadline based working
11

Being able to guide, train & mentor new team members with technical/organisational questions
12

Communicate with the clients, regularly updating them and sharing progress of the engagements
13

Work towards achieving organizational goals
14

Ability to work extended hours during busy periods (March1 April 15, Sep 1 to end of Nov) including Saturdays to ensure returns meet the respective deadline