US Tax 1040 Global Mobility Manager

US Tax 1040 Global Mobility Manager

Key Responsibilities

1. Prepare and review US Individual Income Tax Returns (Form 1040) for globally mobile and expatriate individuals.
2. Review complex US individual tax returns ensuring accuracy, quality, and compliance with US tax laws.
3. Handle expatriate and global mobility tax matters, including tax implications of international assignments and business travel.
4. Advise clients and assignees on US tax compliance, tax planning, tax equalization, and tax protection.
5. Analyze compensation, payroll, assignment and mobility data to determine appropriate US tax treatment and liabilities.
6. Handle relevant international tax reporting and foreign information reporting requirements associated with Form 1040.
7. Provide technical guidance on cross-border taxation, tax treaties, foreign income, foreign tax credits, and international assignments.
8. Act as a key point of contact for clients and coordinate with overseas offices, HR, payroll, finance, and other stakeholders.
9. Manage client communications, engagement updates, technical discussions, issue resolution, and delivery timelines.
10. Review and ensure compliance with engagement-specific quality standards and deadlines.
11. Sign US Individual Income Tax Returns and take ownership of the technical quality of deliverables.
12. Supervise, mentor, and provide technical guidance to team members on US individual and global mobility tax matters.
13. Conduct technical research on US tax laws, regulations, and country-specific tax issues.
14. Support engagement management, including billing, collections, KPIs, utilization, and other engagement metrics.
15. Identify opportunities to expand existing client relationships and support business development initiatives.
16. Collaborate with other tax service lines and SMEs to provide integrated solutions to clients.
17. Stay updated with changes in US tax laws, regulations, and global mobility tax developments.

Required Qualifications & Experience

1. CA / CPA / Enrolled Agent (EA) - EA mandatory.
2. 6 years of relevant experience in US Individual Taxation (Form 1040), preferably with a Big 4 or established US tax/CA consulting firm.
3. Strong experience in Global Mobility / Expatriate Taxation.

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   US Individual Tax signing experience for a minimum of 12-18 months is mandatory.
5. Strong hands-on experience in both preparation and review of Form 1040 returns.
6. Good understanding of US international individual taxation, foreign tax credits, tax treaties, foreign income, and expatriate tax matters.
7. Experience in team management, mentoring, and quality control/review.
8. Strong client-facing and communication skills, with experience working closely with US/foreign offices and international clients.
9. Strong analytical, problem-solving, and technical research skills.
10. Ability to independently handle complex tax issues and provide technical guidance to team members.

Preferred Experience

1. Experience handling high net worth individuals and complex Form 1040 returns.
2. Exposure to tax equalization and tax protection policies.
3. Experience with foreign reporting forms and international information reporting.
4. Experience managing multiple client engagements and working with global teams.