T he Role: This role will focus on US Taxation with specialized knowledge of international tax provisions (1116 2555), and review capabilities — someone who can deliver high-quality work and communicate effectively with clients and teams.

Core Experience Requirements Total Experienc e: 2-5 years in US Individual Taxation, primarily focused on preparing and reviewing Form 104 0 (U.S.

Individual Income Tax Return).

Enrolled Agent certification is mandatory for manager level.

Key Technical Expertise: Strong hands-on exposur e to Form 1040 – candidates should have prepared/reviewed a high volume of complex 1040 returns.

Mandatory experienc e in: Form 111 6 (Foreign Tax Credit) – specifically for Employment Income.

Form 255 5 (Foreign Earned Income Exclusion).

These indicate the role involves clients with international income (expats, foreign residents, or employees working abroad).

Review Experience (Critical for certain candidates ): If the candidate has worked on Form 1040 GM S (Global Mobility Services / expatriate tax returns), they must have at least 1 year of review experienc e.





Pure preparation experience without review may not suffice for GMS candidates.

Skill Set & Soft Skills: Technical Skill s: Deep knowledge of US tax rules related to foreign income, credits, exclusions, and deductions.

Proficiency in tax preparation software (e.g., Lacerte, Ultra

Tax, or GMS-specific tools).

Ability to handle complex scenarios like dual-status taxpayers, foreign housing exclusions, etc.

Communication Skill s (Very Important) : Strong verbal and written English communication.

Experience in client-facing interactions, query resolution, or coordinating with US clients / onshore teams.

Other Desirable Traits: Ability to work in a fast-paced, process-driven environment (typical of KPO/BPO tax teams).

Attention to detail and quality focus (review-level accuracy expected).

Team player with mentoring potential (as it’s a Senior Associate role).

Ideal Candidate Background: Educatio n: CA, CPA (preferred), CMA, or relevant tax qualifications.

Robust commerce/tax background

📌 Sr. Associate - US Tax (Global Mobility) (India)
🏢 Talent Toppers
📍 India