Role & responsibilities :

Review and sign complex US individual income tax returns (Form 1040, 1040NR) for expatriates,

inpatriates, and globally mobile employees, along with related forms (Form 2555, 1116, 8938,

FBAR/FinCEN 114, Schedules B/D/E, etc.)

- Act as the signing authority (EA) for returns prepared by the team, ensuring technical accuracy,

quality, and compliance with IRS regulations
- Review tax equalization/tax protection calculations, hypothetical tax computations, and cost

projections for assignees
- Oversee foreign income exclusion, foreign tax credit computations, and totalization agreement analysis
- Serve as a key point of contact for assigned clients, managing expectations, timelines, and deliverables
- • Drive engagement planning, budgeting, and profitability for the portfolio
- • Build and maintain strong client relationships, identifying opportunities for process improvement and
- additional service offerings
- Team Leadership & People Management
- • Manage, mentor,



and develop a team of tax preparers/reviewers (Associates, Senior Associates,
- Assistant Managers)
- • Conduct performance reviews, training, and capability-building initiatives
- •

Preferred candidate profile : 8+ years of relevant experience in US Individual Tax , preferably with large professional services workplace

Strong hands-on expertise in Form 1040 preparation and review for expatriates/inpatriates

Proven experience managing client relationships and leading review teams

Solid understanding of US tax treaties, totalization agreements, foreign tax credits, and multi-state taxation

Experience with GMS-specific technology platforms (e.g., GTP, GoSystem, OneSource, TaxAct) preferred

Bachelor's/Master's degree in Accounting, Finance, Taxation, or related field (CA/CPA is an added advantage but not mandatory given EA credential)

📌 Tax Lead (Mumbai Suburban)
🏢 Metaphor Infotech Mumbai
📍 Mumbai Suburban