Job Code: USTAX1040

Designation: US Tax 1040 (International Tax)

Location: Gurgaon

Experience: 1.0- 3.0 Years

Work Mode: 5 days WFO/Hybrid

Role Overview We are seeking an experienced Tax Reviewer with a strong background in handling complex U.S. Individual Tax Returns for High-Net-Worth Individuals (HNI) and mobility clients. The ideal candidate will have 4-6 years of hands-on experience reviewing Form 1040 and associated schedules, along with specialized expertise in international tax compliance forms.

Technical Skill Sets

- U.S.

Individual Tax

Compliance (Forms 1040 and 1040NR)

- U.S. Cross-Border and International Taxation
- Foreign Information Reporting Requirements
- Global Mobility and Expatriate Taxation
- Foreign Tax Credit and Foreign Earned Income Exclusion
- Review of Complex Individual and International Tax forms
- Identification and Resolution of International Tax Compliance Issues
- Research and Analysis of U.S. Tax Regulations and Cross-Border Matters
- Client Communication and Review of Workpapers
- Preparation and Review of U.S. Trust and Estate Returns (Forms 1041) with International Tax Considerations

International Forms Experience

- Form 5471 - Information Return of U.S.

Persons With

Respect to Certain Foreign Corporations

- Form 8621 - PFIC Reporting and Mark-to-Market Elections
- Form 8938 - Statement of Specified Foreign Financial Assets
- Form 1116 - Foreign Tax Credit
- Form 2555 - Foreign Earned Income Exclusion
- Form 3520 - Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
- Form 3520-A - Information Return of Foreign Trust with a U.S. Owner
- Form 926 - Return by a U.S. Transferor of Property to a Foreign Corporation
- Form 8886 - Reportable Transaction Disclosure Statement (where applicable)

Additionally, candidates should have experience in reviewing engagements involving foreign corporations, partnerships, PFIC investments, foreign trusts,



and cross-border tax reporting while ensuring compliance with IRS regulations and international reporting requirements.

Tax Software & Workflow Management

- Advanced proficiency in SurePrep, including source document organization, workpaper standardization, return preparation, diagnostics review, and workflow management.
- Strong working knowledge of CCH Axcess Tax, including preparation and review of individual, trust, and international tax returns, diagnostics resolution.
- Experience with XCM Workflow Management, including project tracking, task assignment, workflow monitoring, due date management, and engagement status reporting.
- Ability to effectively utilize tax technology and workflow tools to improve efficiency, maintain quality control, and ensure timely delivery of client engagements.

Qualifications

- Bachelor's or master's degree in accounting, Finance, or related field.
- CPA, EA, or equivalent professional certification preferred.
- 4-6 years of experience in U.S.

Individual Tax

Return review, with exposure to HNI and mobility clients.

- Solid knowledge of IRS regulations and international tax compliance requirements.
- Excellent analytical, communication, and client management skills.

Why AKM? AKM Global is a leading tax and consulting firm headquartered in India, with a strong and growing international footprint. Backed by over four decades of expertise, we offer end-to-end advisory and execution services across a broad spectrum, including M&A;, India entry strategy, transaction advisory, valuation, transfer pricing, and tax litigation. With a team of around 700 professionals, we partner with Fortune 500 companies, multinational corporations, high-net-worth individuals, and innovative startups to provide strategic and future-ready solutions.

We are consistently ranked in the World Tax Guide and World Transfer Pricing Guide by the International Tax Review (ITR) - a recognition of our technical excellence, global standards, and industry leadership.

Website: http://www.akmglobal.com

LinkedIn Profile: https://www.linkedin.com/company/akmglobal/

📌 US Tax 1040 (International Tax) (India)
🏢 Ashok Maheshwary & Associates
📍 India