Tax Team Manager – US Tax Operations

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 advisory organization serving businesses and individuals throughout the United States.
Our services include business and individual tax preparation, tax planning, IRS and state tax resolution, accounting, bookkeeping, payroll, accounts payable, and financial advisory services.
Our India-based operations team works closely with U.S.-based professionals to deliver accurate, timely, and consistent client services.
We are building a strong team of accounting and tax professionals and are seeking a practical, organized, and motivated Tax Team Manager to help lead our tax operations.
Position Summary
We are seeking a **hands-on Tax Team Manager** to oversee the daily operations, workflow, productivity, and performance of our U.S. tax preparation team.
The primary responsibility is to **ensure that tax projects are assigned appropriately, completed accurately, reviewed, and delivered on time.**
This role is ideal for an experienced U.S. Tax Senior, Tax Team Lead, Tax Supervisor, or Assistant Tax Manager who enjoys managing people, solving operational challenges, and improving team performance.
The successful candidate should have a good understanding of U.S. tax preparation and practical experience supervising or coordinating tax professionals.
**This is a team management and tax operations position, not a senior technical tax specialist or Tax Director role.**
Complex tax matters, advanced planning, and IRS representation will be escalated to BFG's designated senior tax professionals and CPA Advisors.
Key Responsibilities
1. Team Leadership and Supervision

• Supervise assigned tax preparers and tax associates.

• Allocate work based on employee experience, workload, and project complexity.

• Establish clear expectations for daily and weekly deliverables.

• Monitor employee productivity and work quality.

• Conduct regular team meetings and individual follow-ups.

• Identify training needs and coordinate employee development.

• Provide constructive feedback and support performance improvement.

• Escalate significant employee or operational concerns to the Delivery & Operations Manager.

2. Tax Project and Workflow Management

• Manage daily tax project workflows from assignment through preparation, review, e-filing, and completion.

• Monitor internal and statutory deadlines.

• Ensure tax projects are updated accurately in BFG's project management system.

• Track missing client information and coordinate follow-ups.

• Identify overdue projects and potential delivery delays.

• Prioritize projects based on deadlines, complexity, and client requirements.

• Coordinate with tax reviewers and other departments to resolve pending matters.

• Provide regular project status reports to management.

3. U.S. Tax Preparation and Review Coordination

• Oversee tax preparation activities involving:

- Form 1040 – Individual Tax Returns
- Form 1065 – Partnership Tax Returns
- Form 1120S – S Corporation Tax Returns
- Form 1120 – C Corporation Tax Returns

• Perform basic or first-level tax return reviews within demonstrated competency.

• Ensure preparers follow established tax preparation procedures.

• Verify that required supporting documents and workpapers are available.

• Coordinate second-level or technical reviews with qualified reviewers.

• Monitor extensions, estimated tax payments, e-filing requirements, and unresolved tax return issues.

- Escalate complex tax matters promptly.
Extensive expertise in every business tax form is not required, provided the candidate has a strong foundation in U.S. taxation and can effectively coordinate qualified reviewers.
4. Quality Control and Compliance

• Ensure team members follow BFG's preparation and review checklists.

• Monitor review comments and pending corrections.

- Identify repeated preparation errors.
- Coordinate corrective training.

• Verify completion of required documentation before final review.

• Help reduce rework, missed deadlines, and preventable errors.

• Maintain consistent quality-control practices across assigned projects.

5. Tax Planning and Resolution Coordination

• Coordinate documentation and project assignments for tax planning engagements.

• Track IRS notices, client correspondence, outstanding documents, and due dates.

• Maintain organized project records and follow-up schedules.

• Coordinate technical questions with senior tax professionals.

• Ensure client requests receive appropriate internal attention.

Advanced tax planning and independent IRS representation experience are not required for this position.
6. Process Improvement and Reporting

• Implement existing SOPs and tax workflow procedures.

• Identify opportunities to simplify project management.

• Assist with developing checklists and employee training materials.

• Track employee workload, pending reviews, overdue projects, and delivery performance.

• Support the use of automation and AI tools to improve efficiency.

• Provide weekly updates to the Delivery & Operations Manager.

Required Qualifications
Experience

• **3–6 years of relevant U.S. tax preparation or tax operations experience.**

• At least **1 year of experience as a Team Lead, Senior Tax Associate with supervisory responsibilities, Tax Supervisor, or Assistant Manager**, or equivalent demonstrated leadership experience.

• Experience working with U.S. CPA firms, EA practices, offshore tax outsourcing companies, or similar organizations.

• Practical experience preparing or reviewing Form 1040.

• Working knowledge of Forms 1065 and 1120S.

• Experience assigning or monitoring work across multiple tax projects.

• Familiarity with tax software and preparation/review procedures.

Education
Bachelor's degree in Accounting, Commerce, Finance, or a related field.
Professional Credentials — Preferred, Not Required
- Enrolled Agent (EA)
- CA / CA Inter
-…