About USA Tax Gurus

USA Tax Gurus LLC is a fast-growing remote US Tax & Accounting firm specializing in business taxation and individual tax preparation, international tax compliance, expat filings, tax planning, bookkeeping and advisory services for entrepreneurs and growing businesses worldwide. Our goal is to simplify complex tax matters, help clients stay compliant, and provide proactive support that helps businesses and individuals grow confidently.

Job Summary

USA Tax Gurus LLC is seeking an experienced and detail-oriented Senior US Individual Tax Associate to join our growing remote team. The ideal candidate should have at least 3 years of hands-on experience preparing and reviewing US individual income tax returns, with strong expertise in Form 1040. Experience with nonresident, expat, and international individual tax filings is highly preferred.

In this role, you will take greater ownership of individual tax engagements, review tax returns prepared by junior team members, handle more complex client situations, support tax planning and research, communicate directly with clients, and work closely with managers on technical and operational matters.

You will also play an important role in mentoring junior team members, improving internal processes, and maintaining the quality and consistency of tax work across the team.

Key Responsibilities

Tax Compliance

- Prepare and review complex US individual income tax returns, primarily Forms 1040 and 1040NR
- Handle expat and international individual tax filings involving FBAR, Form 8938, Form 5471, Form 8865, Form 8858, Form 3520, Form 2555, Form 1116, Form 8621, and related international reporting requirements
- Review tax returns prepared by associates and junior team members for accuracy, completeness, and compliance
- Analyze W-2s, 1099s, brokerage statements, K-1s, foreign income records, foreign entity information, and other supporting tax documents
- Evaluate filing requirements for US citizens, residents, nonresidents, expats, and taxpayers with foreign income, foreign assets, or interests in foreign entities
- Identify technical issues, missing information, and potential tax risks before returns are finalized
- Conduct tax research and provide technical guidance on individual and international tax matters
- Stay current on US individual and international tax laws, filing requirements, and compliance developments

Tax Planning & Advisory Support

- Support and manage individual tax planning and advisory engagements
- Identify available deductions, credits, tax-saving opportunities, and compliance considerations
- Assist clients with tax planning involving foreign income, investments, self-employment income, stock compensation,



and other complex tax situations
- Prepare and review estimated tax calculations and tax projections
- Work with managers on complex individual tax matters and develop recommended approaches for client situations
- Help clients understand the tax impact of significant financial or personal events when relevant to their tax filings

Client Communication & Onboarding

- Communicate directly with clients regarding tax questions, missing documents, filing requirements, and next steps
- Participate in and, where appropriate, lead client calls related to individual tax engagements
- Review client submissions for completeness and follow up on outstanding information
- Explain tax matters to clients in clear and simple language
- Manage assigned engagements and help ensure returns are completed accurately and within established deadlines
- Build strong professional relationships through timely, responsive, and high-quality client service
- Be available during US morning hours, which correspond to India evening hours, occasionally up to 12 AM IST, for meetings and collaboration

Review, Mentoring & Team Collaboration

- Review work prepared by junior associates and provide clear, constructive feedback
- Mentor and support junior team members on individual tax preparation and technical issues
- Assist with training sessions and internal technical development
- Collaborate closely with managers and senior team members on complex engagements
- Help monitor work quality and identify recurring preparation or review issues

Process improvement & Quality Control

- Help develop and improve tax preparation workflows, SOPs, checklists, and internal processes
- Support implementation of quality control procedures for individual tax engagements
- Identify opportunities to improve efficiency, accuracy, and the client experience
- Assist with resolving workflow issues and improving coordination across the tax team
- Contribute to internal knowledge sharing and technical documentation

Qualifications

- Minimum 3+ years of hands-on experience preparing US individual income tax returns
- Strong experience preparing and reviewing Form 1040
- Experience with Form 1040NR is highly preferred
- Strong experience with expat and international individual tax filings is highly preferred
- Familiarity with FBAR, Form 8938, Form 5471,



Form 8865, Form 8858, Form 3520, Form 2555, Form 1116, Form 8621, and related international reporting requirements
- Experience reviewing tax returns prepared by junior team members
- Strong understanding of individual income tax concepts, foreign asset reporting, foreign entity reporting, deductions, credits, investments, and filing requirements
- Ability to research and analyze complex individual and international tax issues
- CPA, EA, or progress toward a professional tax credential is preferred but not mandatory
- Strong written and verbal communication skills
- Strong attention to detail and analytical and problem-solving abilities
- Ability to manage multiple engagements and deadlines in a remote environment
- Ability to work independently while collaborating effectively with senior team members
- Willingness to mentor junior staff and contribute to team development

Why Join USA Tax Gurus?

- Fully remote work environment
- Exposure to complex US individual, expat, and international tax engagements
- Opportunity to take ownership of engagements and work directly with clients
- Direct collaboration with experienced tax professionals and firm leadership
- Opportunity to mentor junior team members and contribute to team development
- Long-term growth opportunities and advancement opportunities
- Collaborative and supportive team culture

At USA Tax Gurus, we are committed to fostering a diverse, inclusive, and equitable workplace. We welcome applicants of all genders, races, religions, ages, ethnicities, sexual orientations, disabilities, and other backgrounds. Our hiring process is conducted with fairness and without bias, ensuring equal opportunities for everyone. We believe in empowering individuals to build their careers while maintaining a healthy work-life balance and contributing to exceptional client service.

If you believe you meet the criteria above, we encourage you to apply and explore the opportunity to join our team. Learn more about us at www.usataxgurus.com

Job Type: Full-time

Benefits:

- Flexible schedule
- Work from home

Application Question(s):

- How many years of experience do you have in US taxation?
- How many years of experience do you have handling international tax matters (Forms 2555, 1116, 8938, 8621, 5471, 8865, etc.)?
- Calculation question: A foreign individual was present in the US for 106 days in 2024, 150 days in 2023, and 160 days in 2022. As per the Substantial Presence Test, how many days count toward 2024?
- Calculation question: Will you file a 1040 or 1040NR for this foreign individual based on your answer in the question above?

Work Location: Remote

📌 Senior US Individual Tax Associate (Full-Time Position) (India)
🏢 USA Tax Gurus
📍 India