Tax Manager - 1065

About the Role:

As a US Tax Manager, you will play a key role in expanding our tax outsourcing services, specifically targeting CPA firms across the United States. Strong communication and leadership skills are essential for success in this role. You will be responsible for building and leading a team of tax professionals who are well-versed in U.S. business and individual tax regulations, ensuring consistent, high-quality service delivery to our clients.

Responsibilities:

1. Review partnership tax returns
2. Oversee the calculation and analysis of proprietary tax strategies for clients
3. Develop relationships with staff
4. Ensure that Seniors and Staff are up to date on current tax practices and changes in tax law
5. Provide both leadership and supervision to Tax Seniors and Staff
6. Attentive participation in US Corporate Tax training modules and on the job trainings.
7. Able to prepare a simple, straight-forward Business or Individual Income Tax Return.
8. Preparation of form 1065 federal tax return and state tax returns
9. Thorough review of document and application of any changes in tax rates, tax laws for US tax return preparation
10. Ability to identify any technical issues on the engagements and bring it to the notice of the lead to reach the desired resolution
11. Able to transfer the income and expenses, and assets and liabilities into a tax return format, to ensure that the Book-To-Tax Reconciliation is properly prepared and in balance.
12. Able to successfully navigate Tax Technology used for tax returns.
13. Preparation of US (Federal/State) Corporate, Partnership tax returns (Form 1120/1065, etc).
14. Validate data and analysis for accuracy and relevance.
15. Utilize available tax technical resources to enhance US tax knowledge.
16. 
    Keep up-to-date with technical developments for business area.
17. Responsible for self-review of deliverables before handing them to Senior / Assistant Manager.
18. Attention to detail, deadline oriented and able to manage time.
19. Respects and maintains confidentially of client, staff, and firm information.
20. Contribute to team discussions and share knowledge for the benefit of the group.
21. Understand assignment instructions and applies them as directed; seeks guidance when needed.
22. Understands personal and team roles as well as based on responsibilities and objectives.
23. Ensure client KPIs are consistently met both with respect to quality and budgets, to ensure escalations are at the minimum.
24. Deliver a full range of tax services in compliance with laws and regulations within timeframe
25. Build relationships and interact with clients to provide excellent planning, consulting, and expertise
26. Provide innovative tax planning and review complex income tax returns
27. Identify and mitigate tax risks
28. Manage tax provision and tax compliance process
29. Improve processes by developing or implementing best practices
30. Add details on Team Ownership and Drive
31. Research and understand potential tax regulation and participate in modelling different scenarios.
32. Strong Tax Operational Background and Project management skills.
33. Demonstrated ability to communicate and work effectively and build relationships with internal or external stakeholders/service providers
34. Provide guidance and coach the team members
35. Manage team developments and performance
36. Cross selling and generating new clients for the firm
37. Drive process improvement and automation and technology implementation.

Qualifications:

1. 8+ years of experience in US Individual or Federal Tax –Partnership- 1065.
2. Enrolled Agent or other appropriate certification (or in the process if pursuing).
3. Bachelor’s degree in accounting, Finance or another business-related field.
4. Prior Big 4 experience or equivalent Experience.
5. Strong communication, analytical and interpersonal skills.
6. Experience with managing projects / clients including scheduling, budgeting, client correspondence and excellent technology and research skills.
7. Software skills – like CCH and Ultra tax would be a plus.

Preferred Skills:

1. An understanding of US accounting principles, IRS, internal regulations of both GAAP and US GAAP
2. Ability to multi-task tax engagements, track the status across all engagements, and drive their completion.
3. Strong verbal and written communications skills with the ability to adapt style and messaging to effectively communicate with professionals within the organization and with the clients.
4. Analytical and diagnostic skills to be able to break down complex issues and implementing appropriate resolutions.
5. Demonstrate to work independently and manage multiple assignments.