Key Responsibilities

1. Tax Preparation & Review
Prepare and review complex Form 1040 returns including all supporting schedules
Handle income types such as wages, self-employment, investments, rentals, K-1s, capital gains, stock compensation (RSU/ESOP), etc.
Review returns prepared by junior staff for accuracy and completeness
2. Foreign Reporting & International Compliance
Prepare and review:
FBAR (FinCEN Form 114)
Form 8938 (FATCA reporting)
Form 1116 (Foreign Tax Credit)
Form 2555 (Foreign Earned Income Exclusion)
PFIC reporting (Form 8621)
Form 5471 (Controlled Foreign Corporations)
Form 8865 (Foreign Partnerships)
Form 5472 (Foreign-owned US entities – individual involvement where applicable)
Analyze foreign income, treaty positions, and cross-border tax implications
3. Technical Review & Research
Perform detailed technical reviews ensuring compliance with IRS regulations
Research complex tax issues including residency, sourcing rules, and foreign credits
Apply tax treaty provisions where applicable

📌 US Tax Manager (Mumbai)
🏢 SourceIN
📍 Mumbai