Tax Team Manager – US Tax
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Job Description
Tax Team Manager overseeing U.S. individual and business tax workflows for BFG, an accounting and financial services provider. Managing team performance, deadlines, quality, and escalations.
Responsibilities:
- Manage, guide, and support tax associates, senior tax professionals, and other assigned team members
- Set expectations for work quality, deadlines, documentation, communication, and accountability
- Provide feedback, coaching, and support to identify training needs and improve performance
- Coordinate with the Delivery & Operations Manager on staffing, performance concerns, and operational requirements
- Monitor assigned tax projects from intake and preparation through review, e-filing, delivery, and follow-up
- Assign work based on employee capability, workload, complexity, and deadlines
- Track project status, internal due dates, dependencies, pending client information, and overdue tasks
- Identify workflow bottlenecks, redistribute work, and escalate deadline risks
- Oversee preparation and review workflows for individual tax returns, primarily Form 1040, and business returns including Forms 1065, 1120S, and 1120
- Monitor extensions, estimated tax payments, missing documents, e-filing, and delivery requirements
- Identify technical issues requiring review or escalation to a CPA Advisor, EA, or senior tax professional
- Ensure tax preparation, review, documentation, and quality-control procedures are followed
- Track review comments and rework items and coordinate coaching or process improvements
- Coordinate workflow and supporting documentation for tax-planning and tax-resolution engagements
- Maintain tracking of cases, client documents, correspondence, deadlines, and follow-up actions
- Follow and improve SOPs, checklists, workflow standards, and documentation practices
- Monitor workload, delivery progress, quality issues, and recurring bottlenecks
- Use tax software, workflow platforms, dashboards, and automation tools to support productivity and control
- Report project status, team capacity, risks, and performance to the Delivery & Operations Manager
Requirements:
- 5–8 years of relevant U.S. tax experience
- At least 2 years of experience supervising, mentoring, or coordinating the work of a tax team
- Practical knowledge of U.S. individual and business taxation, including Forms 1040, 1065, and 1120S; knowledge of Form 1120 is an advantage
- Experience reviewing tax returns or coordinating review and rework processes
- Ability to allocate work, monitor deadlines, track workflow, and manage multiple projects simultaneously
- Strong communication, organization, coaching, problem-solving, and escalation skills
- Experience in a tax practice, accounting firm, CPA firm, EA practice, or similar professional-services environment
- Comfortable using professional tax software and project/workflow management systems
- Enrolled Agent (EA), CPA, CA/CA Inter, or another relevant accounting/tax qualification preferred but not mandatory
- Experience with Drake Tax or similar U.S. tax preparation software preferred
- Experience supporting offshore or distributed teams preferred
- Exposure to tax planning, tax resolution, or process automation preferred
Benefits:
- Remote position
- Full-time employment
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