Tax Manager - Individual tax

Vensure

7 - 12 years

14 - 22 Lacs

Thiruvananthapuram

Posted:1 day ago| Platform:

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Skills Required

Tax preparation CCH Axcess 1041 1040 BNA Income Tax Planner

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Review and oversee the preparation of individual and fiduciary income tax returns (Form 1040, Form 1041) prepared by staff, ensuring accuracy, completeness, and compliance with tax regulations using CCH Axcess
Manage and supervise the preparation of quarterly tax estimates and extensions; familiarity with BNA Income Tax Planner is a plus
Lead client communications, providing guidance on open items, inquiries, and tax planning strategies
Serve as the main point of contact between clients and internal teams, maintaining professionalism and clear communication throughout the engagement
Mentor and guide junior associates, ensuring proper training, workload distribution, and professional development
Collaborate with senior leadership to communicate status updates, client needs, and potential risk areas
Handle complex or high-net-worth client situations and assist in resolving escalated issues
Lead or support miscellaneous ad hoc projects and initiatives as needed

Preferred candidate profile

Minimum 7 years experience in individual tax preparation and review
Proven leadership, communication, and client management skills
CPA preferred • Experience with CCH Axcess and/or BNA Income Tax Planner strongly preferred
Strong organizational and time management skills with the ability to manage multiple priorities
Professional demeanor and attitude aligned with manager-level responsibilities in a client-facing role

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