Tax Team Manager – US Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee, guide, and mentor tax associates, senior tax professionals, and other assigned team members.

• Establish expectations regarding work quality, deadlines, documentation, communication, and accountability.

• Offer feedback, coaching, and support to recognize training needs and enhance performance.

• Collaborate with the Delivery & Operations Manager on staffing, performance issues, and operational necessities.

• Manage assigned tax projects from initiation and preparation through review, e-filing, delivery, and follow-up.

• Delegate work based on employee skills, current workload, complexity, and deadlines.

• Monitor project status, internal due dates, dependencies, pending client information, and overdue tasks.

• Identify workflow obstacles, redistribute tasks, and escalate deadline risks as needed.

• Supervise preparation and review processes for individual tax returns, primarily Form 1040, and business returns including Forms 1065, 1120S, and 1120.

• Keep track of extensions, estimated tax payments, missing documents, e-filing, and delivery requirements.

• Recognize technical issues necessitating review or escalation to a CPA Advisor, EA, or senior tax professional.

• Ensure adherence to tax preparation, review, documentation, and quality-control protocols.

• Monitor review comments and rework items while coordinating coaching or process enhancements.

• Organize workflow and supporting documentation for tax-planning and tax-resolution projects.

• Maintain records of cases, client documents, correspondence, deadlines, and follow-up actions.

• Adhere to and improve SOPs, checklists, workflow standards, and documentation practices.

• Observe workload, delivery progress, quality issues, and recurring bottlenecks.

• Utilize tax software, workflow platforms, dashboards, and automation tools to enhance productivity and control.

• Report on project status, team capacity, risks, and performance to the Delivery & Operations Manager.

⛳️ Requirements

• 5–8 years of pertinent U.S. tax experience.

• Minimum of 2 years of experience supervising, mentoring, or coordinating the efforts of a tax team.

• Practical understanding of U.S. individual and business taxation, including Forms 1040, 1065, and 1120S; familiarity with Form 1120 is advantageous.

• Experience in reviewing tax returns or managing review and rework processes.

• Capability to allocate work, track deadlines, manage workflow, and handle multiple projects concurrently.

• Strong skills in communication, organization, coaching, problem-solving, and escalation.

• Background in a tax practice, accounting firm, CPA firm, EA practice, or a similar professional-services environment.

• Proficient in using professional tax software and project/workflow management systems.

• Enrolled Agent (EA), CPA, CA/CA Inter, or another relevant accounting/tax qualification is preferred but not required.

• Experience with Drake Tax or similar U.S. tax preparation software is favored.

• Experience in supporting offshore or distributed teams is preferred.

• Exposure to tax planning, tax resolution, or process automation is advantageous.

🏝️ Benefits

• Remote position.

• Full-time employment.