Work Mode: 5 days WFO/Hybrid

Job Summary

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.

Responsibilities

- 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.

- Robust knowledge of IRS regulations and international tax compliance requirements.

- Excellent analytical, communication, and client management skills.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 US Tax 1040 (International Tax) Professional (Gurugram)
🏢 Ashok Maheshwary u0026 Associates
📍 Gurugram