Team Lead - Individual Tax

About Grassi

Grassi is a leading US-based accounting and advisory firm with a strong national presence across multiple offices in the United States. The firm provides comprehensive services in audit, tax, advisory, and consulting, serving diverse industries including nonprofit, healthcare, real estate, manufacturing, and financial services. With a workforce of 550+ professionals, Grassi is widely recognized for its client-focused approach, technical excellence, and commitment to delivering strategic insights that help organizations achieve sustainable growth and operational efficiency.

Grassi India serves as the global capability center supporting Grassi’s international client engagements by delivering high-quality, technology-enabled solutions across advisory, audit, tax, and accounting functions. Headquartered in Indore, with a growing presence in Ahmedabad and Vadodara, Grassi India enables seamless cross-border collaboration and plays a vital role in driving innovation, scalability, and service excellence. The organization offers a dynamic and growth-oriented environment where professionals gain exposure to global projects, build specialized expertise, and develop long-term careers within a globally respected and award-winning firm.

This open position is with Grassi India. Grassi India serves as the global capability center of Grassi (USA)

About the Role:

We are looking for a Team Lead – US Tax (Individual 1040) to lead our individual tax practice. This role is ideal for experienced professionals who can manage teams, oversee complex tax engagements, ensure quality and compliance, and drive operational excellence while collaborating closely with US stakeholders.

Key Responsibilities, but are not limited to:

• Lead and manage a team handling US Individual Tax Returns (Form 1040) and related schedules (A, B, C, D, E, etc.)
  · Oversee preparation and final review of complex returns including HNI, multi-state, and multi-source income cases
  · Ensure accuracy, compliance, and timely delivery of all tax engagements
  · Allocate work, manage capacity planning, and monitor team performance during peak and non-peak seasons
  · Act as the primary escalation point for technical issues, client queries, and delivery challenges
  · Review and guide work involving K-1s, capital gains, foreign income, rental income, and business income
  · Oversee preparation and compliance for foreign reporting (FBAR, FATCA – Form 8938)
  · Drive tax planning initiatives, extensions (Form 4868), and estimated tax computations
  · Implement and maintain quality control processes, SOPs, and workflow efficiencies
  · Collaborate closely with US onshore teams to align on deliverables, timelines, and expectations
  · Train, mentor, and develop team members, conducting regular performance reviews and feedback sessions
  · Stay updated with US tax law changes and ensure team-wide implementation
  · Drive continuous improvement, automation, and process optimization initiatives

Qualifications & Skills:

• Bachelor’s degree in Accounting, Finance, or Commerce (CA / CPA preferred)
  · 6–8 years of experience in US Individual Tax (1040)
  · Strong expertise in complex tax scenarios including HNI, multi-state, and cross-border taxation
  · Proven experience in team handling, reviewing, and managing end-to-end tax engagements
  · In-depth knowledge of foreign income reporting (FBAR, FATCA)
  · Hands-on experience with tax software such as CCH Axcess, ProSystem fx, or similar
  · Strong leadership, stakeholder management, and decision-making skills
  · Excellent communication and problem-solving abilities
  · Ability to manage high-pressure environments and large volumes during tax season

You will enjoy working at Grassi India if you are looking for…

• Build a global career with Grassi through exposure to US accounting, audit, tax, and advisory while collaborating with international clients and onshore teams.
• Experience a people-first culture that promotes transparency, collaboration, flexibility, and strong work-life balance.
• Benefit from continuous learning, structured development programs, and clearly defined career growth opportunities.
• Work in a high-performance environment contributing to impactful global engagements and innovative solutions alongside an ambitious team.

Website

http://www.grassiadvisors.com

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