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 RequirementsTotal Experienc e: 3-5 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, UltraTax, or GMS-specific tools).Ability to handle complex scenarios like dual-status taxpayers, foreign housing exclusions, etc.Communication Skill s

(Very Important)

:Robust 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. Strong commerce/tax background

.

📌 Sr. Associate - US Tax (Individual) (Mumbai)
🏢 Talent Toppers
📍 Mumbai