Manager - Tax Preparation Operations

Job Summary


Role Responsibilities

• Lead and manage the US Tax Compliance function, ensuring effective execution across teams.
• Define and implement internal processes, review mechanisms, and KPIs for the tax preparation function, ensuring compliance, efficiency, and continuous improvement.
• Manage work allocation, timelines, productivity, delivery quality, and process adherence.
• Provide technical guidance, escalation support, and performance accountability on complex tax and compliance matters.
• Mentor and coach team members, conduct structured and on-the-job training, identify skill gaps, and drive continuous capability development and knowledge sharing.
• Identify opportunities to improve internal tax preparation systems, processes, and software, providing actionable recommendations.
• Build a culture of ownership, accountability, knowledge sharing, and continuous improvement.
• Establish and strengthen SOPs, compliance controls, workflow governance, and ensure adherence to firm policies, regulatory standards, and audit requirements; support internal and external audits as needed.
• Maintain confidentiality, integrity, and ethical standards in all aspects of work.
• Prepare and present status reports to management and US teams while monitoring and analyzing key performance indicators (KPIs) such as productivity, error rates, and turnaround time.
• Support the transition and onboarding of new clients, processes, and tax years, ensuring smooth knowledge transfer, process readiness, and compliance with delivery timelines and quality standards.
• Work and resource planning, especially during peak tax seasons, to ensure timely and quality deliverables.

Requirements

• 7+ years of experience in U.S. taxation and compliance, including managing a team of 10-20 tax professionals, ensuring compliance accuracy and productivity, and the ability to define and implement processes, KPIs, and review mechanisms.
• Strong knowledge of US federal and multi-state tax laws, regulations, compliance requirements, and filing processes, including deadlines.
• Strong knowledge of US tax return preparation (individual and/or business returns) with the ability to review complex returns and identify technical issues.
• Proven experience in team leadership, mentoring, or managerial responsibility; experience in CPA firms or tax outsourcing preferred; EA or CPA certification is an added advantage.
• Familiarity with trackers or ticketing systems to efficiently manage tasks, monitor progress, and ensure accountability.
• Proficiency in tax software such as MyTaxPrepOffice, ProSeries, Drake, UltraTax, Lacerte, or TurboTax Professional, along with MS Office tools.
• Knowledge of documentation standards and preparation of audit-ready workpapers.
• Demonstrates adaptability to changing regulations, priorities, and business needs.

Skills

• U.S. taxation and compliance
• US federal and multi-state tax laws
• US tax return preparation
• Team leadership
• Mentoring
• Tax outsourcing
• Tax software (MyTaxPrepOffice, ProSeries, Drake, UltraTax, Lacerte, TurboTax Professional)
• Problem-solving
• Communication

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