Tax Manager

Knowledge & Expertise Requirements

• US Tax (Forms 1040, 1065, 1120/1120-S):

• In-Depth Knowledge

  of

  Subchapter C

  (Corporate),

  Subchapter K

  (Partnership), and

  Subchapter S

  (S-Corp) taxation, including the associated complex federal and multi-state compliance requirements.
• Expertise in

  book-to-tax adjustments

  (Schedule M-1/M-3),

  stock basis/capital account maintenance

  , and the proper handling of complex deductions and credits (e.g., R&D, Depreciation), Tax consolidations
• Knowledge in PFICs, complex Partnership and HNIs.

• International/Non-US Tax Adaptability:

• Knowledge of

  US Outbound International Tax

  provisions (e.g., GILTI, Subpart F, Foreign Tax Credits) and related forms (

  5471, 8865, 8993

  ).

• Demonstrated skill

  in managing, coordinating, or reviewing tax returns for foreign entities and/or individuals (e.g., Canadian, UK, European VAT filings, India GST ) as a

  process leader

  , even if deep preparation expertise is outsourced.

• Tax Research & Problem Solving:

• Proven ability to conduct

  advanced tax research

  using professional platforms to analyze complex technical issues and provide clear, documented conclusions.

• Tax Provision (ASC 740):

• Strong working knowledge of

  ASC 740 (Accounting for Income Taxes)

  and the ability to review tax provisions for corporate clients, including FIN 48 (uncertain tax positions).

Key Skills & Management Responsibilities

• Review and Quality Control:

• Perform the

  final, comprehensive review

  of complex, multi-entity federal and state deliverables, ensuring technical accuracy.
• Implement and enforce

  rigorous quality control standards

  and workflow processes across the entire team.
• Substantial contribution towards process and product feature development relating to Tax

• Team Leadership and Development:

• Manage, mentor, and develop

  the team including goal setting, performance evaluations, and personalized coaching on technical and professional growth.
• Lead resource planning and allocation to ensure all compliance deadlines are met efficiently across the varied client portfolio.

• Client Management:

• Handling of complex queries on tax matters (e.g., transaction implications) and deliverables

• Proactively identify and discuss

  the impact of new tax legislation, new product features and others.

• Process and Technology:

• Expert proficiency in multiple professional tax software platforms (e.g., GoSystem, CCH Axcess, UltraTax).
• Drive the

  adoption of tax technology

  and process improvements to streamline compliance efforts and improve operational efficiency.

Required Qualifications

• Extensive experience with the full compliance lifecycle for

  Forms 1040, 1065, and 1120/1120-S

  .
• Demonstrated ability to

  independently manage client relationships

  and engagements.
• Exceptional written and verbal communication skills, including the ability to simplify complex tax matters for non-technical audiences.
• Strong organizational skills, ability to manage multiple projects simultaneously, and strict adherence to quality and timeliness

Experience:

Education/Certifications: CPA or EA certification is REQUIRED.