Tax Team Manager – US Tax Operations

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

📋 Description

• Supervise the assigned tax preparers and associates within the team.

• Distribute tasks based on employee expertise, current workload, and the complexity of projects.

• Set daily and weekly deliverables for team members.

• Track employee productivity and the quality of their work.

• Hold team meetings and conduct individual follow-ups.

• Assess training needs and facilitate employee development initiatives.

• Offer constructive feedback and support for performance enhancement.

• Raise any employee or operational issues with the Delivery & Operations Manager.

• Oversee tax project workflows from initial assignment through preparation, review, e-filing, and finalization.

• Keep track of deadlines, project status, missing client information, overdue tasks, and delays in delivery.

• Prioritize tasks and collaborate with tax reviewers and other departments.

• Provide regular status reports on projects and weekly updates to management.

• Supervise preparation for Forms 1040, 1065, 1120S, and 1120.

• Conduct basic or first-level reviews of tax returns within demonstrated proficiency.

• Coordinate second-level or technical reviews with qualified reviewers.

• Monitor extensions, estimated tax payments, e-filing requirements, and unresolved return issues.

• Ensure adherence to preparation and review checklists, documentation, and quality-control standards.

• Identify recurring errors and facilitate corrective training.

• Organize tax planning documentation and project assignments.

• Track IRS notices, client correspondence, outstanding documents, and due dates.

• Address technical queries with senior tax professionals.

• Implement Standard Operating Procedures (SOPs) and tax workflow processes.

• Identify opportunities for process enhancements and assist in developing checklists and training materials.

• Monitor workload, pending reviews, overdue projects, and overall delivery performance.

• Support the use of automation and AI tools to enhance operational efficiency.

⛳️ Requirements

• 3 to 6 years of relevant experience in U.S. tax preparation or tax operations.

• A minimum of 1 year in a leadership role such as Team Lead, Senior Tax Associate with supervisory duties, Tax Supervisor, Assistant Manager, or equivalent demonstrated leadership experience.

• Experience working with U.S. CPA firms, EA practices, offshore tax outsourcing companies, or similar entities.

• Practical experience in preparing or reviewing Form 1040.

• Familiarity with Forms 1065 and 1120S.

• Experience in assigning or overseeing work across various tax projects.

• Knowledge of tax software and preparation/review processes.

• Bachelor's degree in Accounting, Commerce, Finance, or a related field.

• Proficient in professional English communication.

• Competent in Microsoft Excel.

• Experience with U.S. tax preparation software.

• Acquainted with workflow and project management systems.

• A dedicated, quiet workspace.

• Laptop or desktop capable of supporting dual monitors.

• High-speed internet with a minimum of 150 Mbps download and 9 Mbps upload.

• Backup internet connectivity.

• Reliable power supply with backup options.

• Noise-cancelling headset.

• Ability to participate in virtual team meetings.

🏝️ Benefits

• Gain exposure to U.S. individual and business tax engagements.

• Collaborate with seasoned U.S. tax and accounting professionals.

• Opportunities to enhance tax review and management skills.

• Experience with workflow automation and AI-assisted operations.

• Potential for advancement to more senior tax management roles based on demonstrated performance and business needs.