Senior Associate – US Tax (Hong Kong)

About the role

LEO Wealth is expanding its Private Client Tax practice in Hong Kong and seeks a Senior Associate with 3‑5 years of US individual tax experience. You will work directly with high‑net‑worth individuals, entrepreneurs, executives, and family offices on complex US and cross‑border tax matters.

Key responsibilities

• Prepare and review US individual income tax returns (Form 1040) and related schedules.
• Prepare US international information returns such as FBAR (FinCEN Form 114), Form 8938, Form 3520/3520‑A, Form 5471, Form 8621, and Form 8865.
• Manage tax return workflows, deadlines, and client deliverables.
• Review and guide junior staff, providing training and quality control.
• Assist clients with US and international tax planning, including cross‑border investments, foreign entities, equity compensation, estate and gift tax, and pre‑immigration/ex‑patriation planning.
• Conduct tax research and draft client‑facing memoranda and recommendations.
• Participate in client meetings and develop practical tax solutions.
• Serve as primary day‑to‑day contact for clients, building trusted relationships.
• Collaborate with attorneys, accountants, investment advisers, and other professionals on client engagements.

Required profile

• Bachelor’s degree in Accounting, Tax, Finance, Economics, or a related field.
• Approximately 3–5 years of experience in US individual taxation.
• Experience preparing complex US individual tax returns and related international information filings.
• Strong client‑service orientation and ability to work independently.

Required skills

• US individual income tax return preparation (Form 1040).
• FBAR (FinCEN Form 114) filing.
• Form 8938 preparation.
• Form 3520 / Form 3520‑A preparation.
• Form 5471 preparation.
• Form 8621 preparation.
• Form 8865 preparation.
• Tax research and memo writing.