Senior US Tax 1040 (International forms)

Experience: 5-7years

Location: Hyderabad

Work Mode: 5 days WFO/Hybrid

Role Overview

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.

Technical Skill Sets

• 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.
• 5-7 years of experience in U.S. Individual Tax Return review, with exposure to HNI and mobility clients.
• Strong knowledge of IRS regulations and international tax compliance requirements.
• Excellent analytical, communication, and client management skills.