US Tax Supervisor

: US Tax Supervisor

Shift: 11 AM to 8 PM

Education: Inter CA/CA, Inter ICWA (CMA), MBA (Finance), M.Com or CPA

Technical Test: Mandatory (Minimum Passing Score: 80% )

JOB SUMMARY

Lead U.S. tax engagements while overseeing tax review, quality control, team performance, client communication, workflow management, and compliance activities. Manage complex tax returns, multi-state filings, tax research, tax planning engagements, and team development while ensuring accuracy, timely delivery, regulatory compliance, and exceptional client service.

KEY RESPONSIBILITY / EXPECTED OUTCOME / KPI MATRIX

1. Tax Return Review & Technical Accuracy: Accurate review of tax returns with minimal corrections.
2. Tax Technical Review & Risk Identification: Correct tax treatment and identification of tax risks.
3. Tax Delivery & Filing Management: Timely completion and filing of assigned engagements.
4. Statutory Compliance & Extension Management: Compliance with filing deadlines and extension requirements.
5. Review Ownership & Quality Control: High-quality review resulting in reduced rework.
6. Error Prevention & Continuous Improvement: Reduced repeat errors and improved review quality.
7. Client Communication & Relationship Management: Positive client interaction and coordination.
8. Client Responsiveness & Follow Up: Timely handling of client requests and missing information.
9. Process Governance & Review Note Closure: High process compliance and timely review closure.
10. Utilisation & Work Management: Optimal productivity and resource utilization.
11. Productivity & Team Delivery: Achievement of delivery targets and output quality.
12. Team Leadership & People Management: High-performing and engaged team environment.
13. Coaching, Mentoring & Capability Development: Continuous improvement of team skills and performance.
14. Compliance, Attendance & Professional Behaviour: Adherence to policies, standards, and professional conduct.
15. Learning & Capability Growth: Continuous technical and professional development.

TECHNICAL & BEHAVIORAL COMPETENCIES

Tax Software (Expert Level):

1. Drake Tax
2. Tax Software ProSeries
3. Tax Software ProConnect
4. Tax Software CCH Access
5. Tax Software Lacerte
6. Tax Software UltraTax
7. Tax Software ATX
8. Tax Software ProSystem Fx
9. Tax Software GoSystem Tax RS

Accounting Software (Advanced Level):

1. QuickBooks
2. Xero
3. CCH Engagement
4. Workpaper CS

MS Office (Expert Level):

1. Excel (Advanced Formulas, Pivot Tables, Financial Modeling)

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Tax Knowledge (Expert/Advanced Level):

1. Federal & State Taxation (Expert)
2. Multi State Tax Returns (Expert)
3. Cross Border & Non Resident Taxation (Advanced)
4. Foreign Filing Forms (5471, 5472, 8938, 2555, 8865 etc.) (Advanced)
5. Estate, Gift & Trust Tax Returns (Advanced)
6. Corporate & Partnership Taxation (Expert)
7. Tax Planning & Estimates (Advanced)
8. IRS Notices & Resolution (Advanced)
9. Tax Research & Technical Interpretation (Expert)

Accounting Knowledge (Expert/Advanced Level):

1. Book to Tax Reconciliation (Expert)
2. Adjusting Journal Entries (AJEs) (Advanced)

Soft Skills (Advanced/Expert Level):

1. Client Relationship Management (Advanced)
2. Team Leadership & Supervision (Advanced)
3. Coaching & Staff Development (Advanced)
4. Communication & Client Calls (Advanced)
5. Problem Solving & Decision Making (Advanced)
6. Analytical Thinking (Advanced)
7. Review & Quality Control (Expert)
8. Workflow Improvement & SOP Development (Advanced)
9. Ownership & Accountability (Advanced)
10. Time Management (Advanced)
11. Learning Agility (Advanced)