Tax Lead

Metaphor Infotech Mumbai; Mumbai Suburban; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Metaphor Infotech Mumbai seeks an experienced US tax professional to review and sign complex US individual tax returns for expatriates and globally mobile employees. You will act as signing authority, ensure compliance with IRS regulations, and oversee tax projections and credits.

You will lead a team of tax preparers, manage client relationships, and drive portfolio profitability while identifying opportunities for service expansion.

Qualifications

• 8+ years of US tax experience, preferably in large professional services.
• Strong expertise in Form 1040 preparation and review for expatriates/inpatriates.
• Experience managing client relationships and leading review teams.
• Understanding of US tax treaties, totalization agreements, foreign tax credits, and multi-state taxation.
• Experience with GMS platforms (GTP, GoSystem, OneSource, TaxAct) preferred.
• CA/CPA is an added advantage but not mandatory given EA credential.

Responsibilities

• Review and sign complex US individual income tax returns (1040, 1040NR) for expatriates, inpatriates, and globally mobile employees, along with related forms.
• Act as the signing authority (EA) for returns prepared by the team, ensuring technical accuracy, quality, and compliance with IRS regulations.
• Review tax equalization/tax protection calculations, hypothetical tax computations, and cost projections for assignees.
• Oversee foreign income exclusion, foreign tax credit computations, and totalization agreement analysis.
• Serve as a key point of contact for assigned clients, managing expectations, timelines, and deliverables.
• Drive engagement planning, budgeting, and profitability for the portfolio.
• Build and maintain strong client relationships, identifying opportunities for process improvement and additional service offerings.
• Team Leadership & People Management; mentor and develop a team of tax preparers/reviewers; conduct performance reviews and training.

Skills

US tax returns

Expatriate tax

Leadership

Client management

Education

Accounting/Taxation degree

Tools

GMS

GoSystem

OneSource

TaxAct

Job description

Role & responsibilities :

Review and sign complex US individual income tax returns (Form 1040, 1040NR) for expatriates,

inpatriates, and globally mobile employees, along with related forms (Form 2555, 1116, 8938,

FBAR/FinCEN 114, Schedules B/D/E, etc.)

• Act as the signing authority (EA) for returns prepared by the team, ensuring technical accuracy,

quality, and compliance with IRS regulations

• Review tax equalization/tax protection calculations, hypothetical tax computations, and cost

projections for assignees

• Oversee foreign income exclusion, foreign tax credit computations, and totalization agreement analysis
• Serve as a key point of contact for assigned clients, managing expectations, timelines, and deliverables
• Drive engagement planning, budgeting, and profitability for the portfolio
• Build and maintain strong client relationships, identifying opportunities for process improvement and additional service offerings
• Team Leadership & People Management
• Manage, mentor, and develop a team of tax preparers/reviewers (Associates, Senior Associates, Assistant Managers)
• Conduct performance reviews, training, and capability-building initiatives

Preferred candidate profile :

8+ years of relevant experience in US Individual Tax , preferably with large professional services environment

Strong hands‑on expertise in Form 1040 preparation and review for expatriates/inpatriates

Proven experience managing client relationships and leading review teams

Solid understanding of US tax treaties, totalization agreements, foreign tax credits, and multi-state taxation

Experience with GMS‑specific technology platforms (e.g., GTP, GoSystem, OneSource, TaxAct) preferred

Bachelor's/Master's degree in Accounting, Finance, Taxation, or related field (CA/CPA is an added advantage but not mandatory given EA credential)