Experience
- Required: 10+ Years in US Individual Taxation, including 3+ years in a senior review or
leadership role
About the Role:
We are looking for a highly experienced and detail-oriented Senior Manager – Individual Taxation to serve as the Single Point of Contact (SPOC) for one of our key clients. This leadership role is critical in setting up and managing a specialized tax team ensuring timely and accurate delivery of individual tax return filings (primarily 1040s) in alignment with quality and process standards.
The ideal candidate will have exceptional skills in tax return review, team building, and client communication, with the flexibility to travel to the USA or Japan if required. Alternatively, the Senior Manager may visit India for training and onboarding. Long-term success in this role will be defined by quality outcomes, process ownership, and continuity of team delivery throughout the US tax season.
Key Responsibilities:
- Client Leadership & SPOC Role:
• Act as the single, senior-most point of contact for client, managing all communication and
workflow alignment.
• Build strong working relationships with senior leadership and manage expectations around
deliverables, deadlines, and quality.
• Coordinate onboarding, meetings, and performance evaluations as required. - Tax Review & Compliance:
Lead the review of complex US Individual Tax Returns (Form 1040), ensuring accuracy,
compliance, and timely delivery.
• Establish quality benchmarks and ensure all returns meet client-specific norms and IRS
regulations.
• Review sample cases during the evaluation phase to demonstrate review proficiency. - Team Setup & Management:
• Set up a dedicated individual tax team to serve Client needs.
• Hire, train, and supervise two seasonal resources
• Ensure team continuity by having the same resources return each tax season, and lead offseason training and development. - GO System Expertise & Training:
• Develop expertise in the GO System tax software to independently train the team.
• Maintain year-round readiness and ensure minimal reliance on Clients for software training.
• Manage internal documentation, workflows, and SOPs for GO System use and return
preparation. - Travel & Training Coordination:
• Be available to travel to the USA or Japan for client onboarding, training, or key meetings when
necessary.
• Alternatively, coordinate with the Sr. Manager’s visit to India and ensure successful training and
knowledge transfer.
• Organize and lead training sessions for seasonal team members in the off-season. - Competency Requirements:
• Deep expertise in US Individual Taxation (Form 1040) with at least 10 years of experience in the
domain.
• Proven track record in reviewing complex tax returns and leading tax compliance projects.
• Strong client communication and leadership skills; experience as a SPOC or client-facing lead is
highly preferred.
• Ability to build and lead high-performing tax teams and manage workflow across geographies.
• Knowledge of the GO System tax software is essential (or demonstrated ability to learn and train
others on it).
• Highly accountable, organized, and capable of handling peak season pressures and client audits.
• Willingness to travel internationally and work flexible hours during the busy season. - Preferred Qualifications:
• Bachelor’s or master’s degree in accounting, Finance, or related field
• Enrolled Agent (EA) preferred
• Familiarity with IRS regulations, client-facing tax review processes, and cloud-based tax platforms
• Prior experience working with US-based CPA firms or tax outsourcing clients
