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Tax Manager

Tax Manager

Instead

3 - 5 years

5 - 9 Lacs

Bengaluru

Posted:5 hours ago| Platform:

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Skills Required

Relationship management Compliance Accounting Analytical Strategic planning Taxation Tax planning Advisory Financial services Tax returns

Work Mode

Work from Office

Job Type

Full Time

Job Description

Were seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll collaborate closely with our US and India team alongside our US-based tax accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work, handling both high-level strategic planning and hands-on preparation of complicated returns.

What youll do

Help clients identify tax savings opportunities through AI tax return analysis and utilize Instead.com to implement tax strategies throughout the full tax advisory process - from delivering tax plans, implementing tax strategies, and calculating estimated tax payments and filing tax returns
Prepare and review federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience
Support tax planning engagements, performing research and preparing memos on relevant tax issues
Collaborate with tax managers and staff, owners of firms, and taxpayers to deliver seamless tax advisory services alongside US team and accounting firms
Assist in tax seniors, staff, and admins while ensuring compliance with firm procedures and tax laws

What youll need

3 5 years of public accounting experience with strong exposure to tax compliance
Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065
Proficient in reviewing returns for (some not all) 1040, 1041, 1120, 1120S, 1065
Strong organizational, analytical, and communication skills
Comfortable working both independently and collaboratively in a team environment
Experience with client-facing interactions and relationship management
Ability to manage multiple engagements and meet deadlines in a fast-paced environment

Nice to have

CPA license active or pursuing
EA (Enrolled Agent) license active or pursuing
Experience with tax planning and advisory services beyond compliance
Experience working with US-based accounting and tax firms
Knowledge of multi-state tax compliance requirements
Experience with complex tax research and memo writing

Why join us

Work on a cutting-edge tax tech platform thats transforming the industry
Be part of a collaborative, mission-driven team
Competitive compensation and benefits
Gain hands-on exposure to complex tax issues across diverse industries
Work in a supportive environment with opportunities for mentorship and upward mobility
Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance
Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes
Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.

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Tax Manager