Company Overview

Unison Globus, headquartered in Coral Springs, Florida, is a leading provider of financial, accounting, and tax preparation services for CPAs, EAs, and accounting professionals across North America, Australia, New Zealand, and Singapore. With a strong global alliance and a vision to be the most endorsed remote team, Unison Globus delivers excellence through its expertise and international presence.

Job Overview

We are seeking a skilled US Expat Tax Senior Preparer Reviewer to join our mid-level team in Hyderabad. The ideal candidate will have up to 6 years of relevant experience and will be responsible for preparing and reviewing complex US expat tax returns. This role emphasizes accuracy, compliance, and best-in-class service aligned with Unison Globus’s global standards in the accounting industry.

Qualifications and Skills

• Strong experience in US Expat Taxation Preparation and Review (Mandatory skill), ensuring all expatriate tax filings comply with US laws and regulations.
• Expertise in handling Form 5471 (Mandatory skill), which involves reporting for US persons with certain foreign corporations for compliance purposes.
• Solid proficiency in FBAR, with a proven ability to accurately report foreign bank and financial accounts as required by US law.
• Skilled in preparing and reviewing individual tax returns using Form 1040, including those with complex international income sources.
• Experience with Form 1065, handling partnership return filings and interpreting the nuances of multi-member entity taxation.
• Hands-on experience in Form 1120, managing corporate return preparation for US-based entities with global footprints.
• Excellent analytical and organizational skills, capable of handling and reviewing multiple clients’ tax documents with attention to detail.
• Proficient in communicating complex tax findings and recommendations clearly to both clients and internal teams for efficient issue resolution.

Roles and Responsibilities

• Prepare and meticulously review US expatriate tax returns and related disclosures in accordance with IRS regulations and deadlines.
• Lead the preparation and review of Forms 5471, 1040, 1065, 1120, and FBAR to ensure accuracy and regulatory compliance.
• Assess clients’ financial data and supporting documentation to identify compliance risks and optimize tax positions for expatriates.
• Communicate directly with clients, providing clear guidance on expatriate tax matters and documenting complex scenarios as required.
• Stay updated on changing US tax laws affecting expatriates and incorporate best practices and updates into workflow processes.
• Collaborate effectively with internal teams to address technical tax queries and streamline the tax preparation and review cycle.
• Provide mentorship and feedback to junior preparers to enhance overall team competency and service delivery quality.
• Support process improvement initiatives, recommending and implementing solutions to enhance efficiency, accuracy, and client satisfaction.