Sr. Associate - US Tax (Individual)

The 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 Experience: 3-5 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 exposure to Form 1040 – candidates should have prepared/reviewed a high volume of complex 1040 returns.
• Mandatory experience 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 GMS (Global Mobility Services / expatriate tax returns), they must have at least 1 year of review experience. Pure preparation experience without review may not suffice for GMS candidates.

Skill Set & Soft Skills:

• Technical Skills:
• 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 Skills (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 :

• Education: CA, CPA (preferred), CMA, or relevant tax qualifications. Strong commerce/tax background

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