US Tax Manager

: US Tax Manager

POSITION INFORMATION

1. Department: TAX
2. Employment Type: Full Time
3. Location: Ahmedabad
4. Experience: 05 Years to 07 Years
5. Shift: 11 AM to 8 PM
6. Budget: 25-27 LPA
7. Education: Inter CA/CA, Inter ICWA (CMA), MBA (Finance), M.Com or CPA
8. Technical Test: Mandatory (Minimum Passing Score: 80 )

JOB SUMMARY

Lead and manage a portfolio of U.S. tax engagements while ensuring high quality tax compliance, review excellence, client satisfaction, resource optimization, risk management, and team development. Oversee complex tax returns, tax planning, client communication, process improvements, workflow governance, and team performance while ensuring accuracy, compliance, operational efficiency, and timely delivery of services.

KEY RESPONSIBILITY / EXPECTED OUTCOME / KPI MATRIX

Key Responsibility

1. Technical Tax Review & Risk Governance: Accurate review of complex tax returns with strong risk identification
2. Tax Delivery & Compliance Governance: Timely completion of tax engagements and statutory filings
3. Client Relationship Management: Strong client retention and service excellence
4. Client Communication & Escalation Management: Proactive communication and timely issue resolution
5. Quality Governance & Review Oversight: High quality deliverables with effective review controls
6. Complex Tax Issue Resolution: Effective handling of notices, research and tax matters
7. Tax Risk Identification & Mitigation: Early identification and resolution of tax risks
8. Supervisor Leadership & Review Management: Effective management of reporting supervisors and teams
9. Utilisation & Capacity Management: Optimum utilization of billable resources
10. Productivity & Resource Planning: Efficient allocation of work and budget hours
11. Team Productivity Management: Achievement of team delivery and productivity goals
12. Team Leadership & Capability Building: Development of high performing teams and successors
13. Compliance, Governance & Professional Behaviour: Adherence to firm standards, independence and compliance requirements
14. Strategic Contribution & Continuous Improvement: Process improvements and value added initiatives

TECHNICAL & BEHAVIORAL COMPETENCIES

Technical Competencies

1. Tax Software: Drake Tax, ProSeries, ProConnect, CCH Access, Lacerte, UltraTax, ATX, ProSystem Fx, GoSystem Tax RS (Expert Level)
2. Accounting Software: QuickBooks, Xero, CCH Engagement, Workpaper CS (Expert Level)
3. MS Office: Excel (Advanced Formulas, Pivot Tables, Financial Modeling) (Expert Level)
4. Tax Knowledge: Federal Taxation, State & Multi State Taxation, Cross Border & Non Resident Taxation, Foreign Reporting Forms (5471, 5472, 8938, 2555, 8865 etc.), Estate, Gift & Trust Taxation, Corporate & Partnership Taxation, Tax Planning & Projections, IRS Notices & Resolution, Research & Technical Tax Advisory (Expert Level)
5. Accounting Knowledge: Book to Tax Reconciliations, Adjusting Journal Entries (AJEs) (Expert Level)

Soft Skills

1. Client Relationship Management (Expert)
2. Team Leadership & People Management (Expert)
3. Coaching & Mentoring (Expert)
4. Strategic Thinking (Advanced)
5. Problem Solving & Decision Making (Expert)
6. Communication & Stakeholder Management (Expert)
7. Review Governance & Quality Control (Expert)
8. Escalation & Risk Management (Advanced)
9. Resource Planning & Capacity Management (Advanced)
10. Process Improvement & SOP Governance (Advanced)
11. Ownership & Accountability (Expert)
12. Learning Agility (Advanced)