Sr. associate - us tax (global mobility)

Talent Toppers · Bangalore, India

T he Role: This role will focus on US Taxation with specialized knowledge of international tax provisions (1116 + 2555), and review capabilities — someone who can deliver high-quality work and communicate effectively with clients and teams.

Core Experience Requirements Total Experienc e: 2-5 years in US Individual Taxation, primarily focused on preparing and reviewing Form 104 0 (U. S. Individual Income Tax Return). Enrolled Agent certification is mandatory for manager level.

Key Technical Expertise: Strong hands-on exposur e to Form 1040 – candidates should have prepared/reviewed a high volume of complex 1040 returns. Mandatory experienc e in : Form 111 6 (Foreign Tax Credit) – specifically for Employment Income. Form 255 5 (Foreign Earned Income Exclusion). These indicate the role involves clients with international income (expats, foreign residents, or employees working abroad). Review Experience (Critical for certain candidates ): If the candidate has worked on Form 1040 GM S (Global Mobility Services / expatriate tax returns), they must have at least 1 year of review experienc e. Pure preparation experience without review may not suffice for GMS candidates.

Skill Set & Soft Skills: Technical Skill s: Deep knowledge of US tax rules related to foreign income, credits, exclusions, and deductions. Proficiency in tax preparation software (e.g., Lacerte, Ultra Tax, or GMS-specific tools). Ability to handle complex scenarios like dual-status taxpayers, foreign housing exclusions, etc.

Communication Skill s (Very Important) : Strong verbal and written English communication. Experience in client-facing interactions, query resolution, or coordinating with US clients / onshore teams. Other Desirable Traits: Ability to work in a fast-paced, process-driven environment (typical of KPO/BPO tax teams). Attention to detail and quality focus (review-level accuracy expected). Team player with mentoring potential (as it’s a Senior Associate role).

Ideal Candidate Background : Educatio n: CA, CPA (preferred), CMA, or relevant tax qualifications. Strong commerce/tax background