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. /n /n /n Core Experience Requirements /n /n
- Total Experienc e: 2-5 years in US Individual Taxation, primarily focused on preparing and reviewing Form 1040 (U.S.
Individual Income Tax
Return).
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- Enrolled Agent certification is mandatory for manager level.
/n /n Key Technical Expertise: /n /n
- Strong hands-on exposur e to Form 1040 – candidates should have prepared/reviewed a high volume of complex 1040 returns.
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- Mandatory experienc e in : Form 1116 (Foreign Tax Credit) – specifically for Employment Income.
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- Form 2555 (Foreign Earned Income Exclusion).
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- These indicate the role involves clients with international income (expats, foreign residents, or employees working abroad).
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- 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.
/n /n Skill Set & Soft Skills: /n /n
- Technical Skill s:
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- Deep knowledge of US tax rules related to foreign income, credits, exclusions, and deductions.
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- Proficiency in tax preparation software (e.g., Lacerte, UltraTax, or GMS-specific tools).
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- Ability to handle complex scenarios like dual-status taxpayers, foreign housing exclusions, etc.
/n /n Communication Skill s (Very Important) : /n /n
- Strong verbal and written English communication.
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- Experience in client-facing interactions, query resolution, or coordinating with US clients / onshore teams.
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- Other Desirable Traits:
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- Ability to work in a fast-paced, process-driven workplace (typical of KPO/BPO tax teams).
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- Attention to detail and quality focus (review-level accuracy expected).
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- Team player with mentoring potential (as it’s a Senior Associate role).
/n /n /n Ideal Candidate Background : /n /n
- Educatio n: CA, CPA (preferred), CMA, or relevant tax qualifications. Strong commerce/tax background