About the Role

What roles and responsibilities will be performed by the selected candidate?
· Act as a senior technical tax advisor for the Expat team, aligned to the scope currently supported by the US
advisor role.
· Conduct client consultations for complex US individual and expatriate tax scenarios and provide technically
sound guidance.
· Review complex-level expat tax returns and support final delivery to clients with strong quality and
technical accuracy.
· Serve as a research specialist for complex US tax matters, including expatriate taxation, foreign reporting,
and IRS/state notice resolution.
· Train team members on complex tax topics, tax law changes, research methodology, and practical
application in return preparation and review.
What will you be doing?
· Reviewing and delivering low to high complexity expat tax returns, including complex foreign reporting and
multi-year cases.
· Handling tax notices and coordinating with the IRS and state departments, where applicable, to support
notice resolution.
· Providing deep technical guidance to preparers, reviewers,



and advisors on complex tax positions and
documentation requirements.
· Developing technical training material, conducting knowledge sessions, and helping build advanced tax capability within the India team.

Required Qualifications

Experience Required – What is the expectation from the candidate’s current role/profile? · EA or CPA certification is mandatory.
· Minimum 10+ years of US tax experience with deep knowledge of individual, expatriate, international information reporting, and complex tax matters.
· Excellent tax research, client consultation, communication, leadership, and training skills.
· Ability to independently manage complex tax discussions, advisor collaboration, quality reviews, and technical escalation support.

Preferred Qualifications

Skill Set Required Must Have Positive to Have
1 Deep US individual and expatriate tax knowledge
2 Enrolled Agent Certificate/ CPA
3 Excellent comm

📌 Tax Specialist (Hyderabad)
🏢 H&R Block Management
📍 Hyderabad