DRUMMOND ADVISORS

• Prepare and review US federal and state individual income tax returns, including Forms 1040 and 1040-NR, ensuring technical accuracy, compliance, and timely filing;

• Prepare, review, and monitor applicable international information returns and disclosures, including Form 8938 (FATCA), FinCEN Form 114 (FBAR), and Forms 5471, 8621 (PFIC), 8865, and 3520/3520-A;

• Analyze foreign income and asset reporting matters, including Foreign Tax Credit rules (Form 1116), the Foreign Earned Income Exclusion, and state income tax requirements;

• Manage a portfolio of clients, including high-net-worth individuals, international executives, and expatriates, overseeing timelines, deliverables, billing, and tax-related inquiries;

• Review workpapers and deliverables prepared by junior and assistant analysts, providing technical guidance, feedback, and training on US tax rules and internal review procedures;

• Conduct research on IRS rules and guidance regarding tax residency, the Substantial Presence Test, the Green Card Test, state residency rules, and tax situations involving multiple jurisdictions;

• Support the preparation of technical memoranda and tax analyses involving applicable US and Brazilian legislation, considering available legal mechanisms to mitigate double taxation;

• Collaborate with Tax, Accounting, and Legal teams in Brazil and the United States to ensure information is aligned and client compliance obligations are handled consistently;

• Monitor the quality of supporting documentation and workpapers, following internal procedures, confidentiality standards, compliance controls, and filing deadlines;

• Identify opportunities to improve, standardize, and automate tax return preparation, review, and tracking processes.

Must Have:

• Bachelor’s degree in Accounting, Law, Economics, or Business Administration;

• At least 3 years of hands-on experience, ideally 3–6+ years, in US Individual Income Tax (Form 1040) compliance, preferably at an accounting firm, tax consulting firm, or Big Four firm;

• Fluent/proficient English, both written and spoken, for frequent communication with clients, authorities, and international partners;

• Strong command of US individual tax return preparation and review, including Form 1040, and knowledge of key federal and state tax compliance procedures;

• Solid understanding of cross-border reporting requirements, particularly FBAR, FATCA/Form 8938, Foreign Tax Credits, the Foreign Earned Income Exclusion, and state tax rules;

• Familiarity with professional US tax preparation software, such as CCH Axcess/ProSystem fx, GoSystem Tax RS, UltraTax CS, Drake, or equivalent platforms;

• Advanced Excel skills, including the ability to organize, review, and analyze tax-related data, controls, and workpapers.

Nice to Have:

• An active Enrolled Agent (EA) or US Certified Public Accountant (CPA) credential, or progress toward obtaining one;

• Experience with dual-resident taxpayers and knowledge of Brazilian individual tax reporting obligations, such as DIRPF and CBE/BACEN;

• Experience working directly with high-net-worth individuals (HNWIs), international executives, and expatriates;

• Previous experience reviewing junior analysts’ deliverables, mentoring team members, and participating in technical training sessions.

• Customer Service

• Problem Solving

• Multitasking

• Family Sense & Team Work

• Open Doors

• Respect

• Proactivity

• Autonomy

• Challenges

• Hands on