Tax Department Head

About this role

This is a remote position.
About Business Financial Group
Business Financial Group (BFG) is a U.S.-based accounting, tax, and financial services organization serving businesses and individuals across the United States.
BFG provides services including business and individual tax preparation, proactive tax planning, IRS and state tax resolution, accounting and bookkeeping, payroll, accounts payable, and financial advisory services.
Our India team serves as a centralized production and operational support center working with BFG's U.S.-based client-facing and advisory professionals.
As BFG continues to grow, we are seeking an experienced Tax Department Head to lead and develop our tax operations.
Position Summary
The Tax Department Head is responsible for the overall management, organization, timely delivery, and performance of BFG's Tax Department.
This is primarily a tax operations and people-management leadership position, supported by strong practical knowledge of U.S. taxation.
The successful candidate must be capable of managing multiple tax projects simultaneously, assigning and monitoring work, supervising tax professionals, managing deadlines, identifying bottlenecks, maintaining accountability, and ensuring that tax projects move efficiently from intake through preparation, review, e-filing, delivery, and post-delivery follow-up.
The Tax Department Head should have strong working knowledge of both U.S. business and individual taxation and sufficient knowledge of tax planning and tax resolution to manage these service areas and recognize when matters require escalation to senior technical professionals.
The position is not intended for someone whose experience is limited primarily to preparing tax returns. The successful candidate must demonstrate strong project management, people management, delegation, communication, and leadership capabilities.
Key Responsibilities

1. Tax Department Leadership

• Lead the day-to-day operations of BFG's Tax Department.

• Manage, supervise, coach, and develop tax team members.

• Establish clear expectations regarding assignments, deadlines, quality, communication, documentation, and accountability.

• Conduct regular tax department meetings and individual follow-up meetings as necessary.

• Identify performance problems, workload issues, training requirements, and resource constraints before they affect client delivery.

• Create a professional environment that encourages accountability, teamwork, continuous learning, and timely communication.

• Work closely with the Delivery & Operations Manager regarding staffing, capacity, performance, and operational improvements.

2. Tax Project Management

• Own and manage the overall tax project pipeline.

• Maintain clear visibility into all active tax projects and their current status.

• Ensure projects move systematically through appropriate workflow stages: Not Started, Scheduled, In Progress, Waiting on Client, Under Review, Rework Required, Ready for E-filing, Ready for Closing, Delivered, Dormant, and post-delivery follow-up when applicable.

• Monitor project deadlines, aging, bottlenecks, dependencies, and overdue tasks.

• Ensure every active project has a clearly identified owner, current status, next action, responsible team member, internal due date, client/government deadline, and escalation path when necessary.

• Use BFG's project-management and tax workflow systems consistently and ensure that team members maintain accurate project information.

3. Workload & Capacity Management

• Assign tax projects based on employee experience, technical competency, workload, deadlines, and project complexity.

• Monitor staff capacity and redistribute work when necessary.

• Prevent individual employees from becoming overloaded while other team members have available capacity.

• Identify seasonal staffing requirements and communicate resource needs to management in advance.

• Develop a scalable tax production structure as BFG's client base and tax volume increase.

4. Business Tax Management

• Provide operational and technical oversight for U.S. business tax engagements, including Form 1120S - S Corporations, Form 1065 - Partnerships, Form 1120 - C Corporations, related state business tax returns, business extensions, estimated tax calculations, and related tax compliance matters.

• Review or supervise the review of routine business tax returns depending upon complexity and BFG's review procedures.

• Identify complex technical matters requiring escalation to a CPA Advisor, EA, senior tax professional, or other appropriate specialist.

5. Individual Tax Management

• Oversee the preparation and delivery of U.S. individual income tax returns, primarily Form 1040 and related federal and state filings.

• Manage individual tax return workflow during tax season.

• Ensure extensions, estimated payments, missing information, review requirements, e-filing, and delivery requirements are properly tracked.

• Maintain appropriate controls over high-volume tax-season production without compromising quality or client service.

6. Tax Planning

• Manage the operational workflow for BFG's tax-planning engagements.

• Possess sufficient U.S. tax knowledge to understand common planning opportunities, coordinate planning projects, supervise supporting work, and recognize matters requiring senior technical review.

• Coordinate with BFG's CPA Advisors and other tax specialists on complex planning engagements.

• Ensure planning recommendations, calculations, implementation items, and follow-up responsibilities are properly documented and tracked.

7. Tax Resolution

• Oversee the operational management of federal and state tax-resolution engagements.

• Understand the general processes associated with tax notices, prior-year compliance issues, payment arrangements, IRS/state correspondence, and common tax-resolution engagements.

• Ensure cases are properly assigned, deadlines and correspondence are tracked,…