Sr. Associate - US Tax (Global Mobility)

Talent Toppers · 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 1040 (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 1116 (Foreign Tax Credit) – specifically for Employment Income.
• Form 2555 (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, UltraTax, 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