About the Role

What roles and responsibilities will be performed by the selected candidate?

· Act as a senior technical tax advisor for the Expat team, aligned to the scope currently supported by the US

advisor role.

· Conduct client consultations for complex US individual and expatriate tax scenarios and provide technically

sound guidance.

· Review complex-level expat tax returns and support final delivery to clients with strong quality and

technical accuracy.

· Serve as a research specialist for complex US tax matters, including expatriate taxation, foreign reporting,

and IRS/state notice resolution.

· Train team members on complex tax topics, tax law changes, research methodology, and practical

application in return preparation and review.

What will you be doing?

· Reviewing and delivering low to high complexity expat tax returns, including complex foreign reporting and

multi-year cases.

· Handling tax notices and coordinating with the IRS and state departments, where applicable, to support

notice resolution.

· Providing deep technical guidance to preparers, reviewers, and advisors on complex tax positions and

documentation requirements.

· Developing technical training material, conducting knowledge sessions, and helping build advanced tax capability within the India team.

Required Qualifications

Experience Required – What is the expectation from the candidate’s current role/profile? · EA or CPA certification is mandatory.

· Minimum 10+ years of US tax experience with deep knowledge of individual, expatriate, international information reporting, and complex tax matters.

· Excellent tax research, client consultation, communication, leadership, and training skills.

· Ability to independently manage complex tax discussions, advisor collaboration, quality reviews, and technical escalation support.

Skill Set Required Must Have Good to Have

1 Deep US individual and expatriate tax knowledge

2 Enrolled Agent Certificate/ CPA

3 Excellent communication Skills

4 Training and technical capability-building skills