Tax Team Manager – US Tax

Business Financial Group

. Manage, guide, and support tax associates, senior tax professionals, and other assigned team members .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in U.S. tax preparation and review, with a strong focus on managing tax teams and ensuring compliance with quality-control procedures. Proficient in utilizing tax software and workflow management systems to enhance productivity and streamline operations.

Highest-signal resume keywords

U.S. Tax ExperienceTeam SupervisionTax Return ReviewTax Software ProficiencyProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

U.S. Individual TaxationU.S. Business TaxationForm 1040Form 1065Form 1120SForm 1120Tax PreparationWorkflow ManagementQuality Control ProceduresProcess Automation

Soft Skills

CommunicationCoachingProblem-SolvingOrganizationEscalation Skills

Tools & Technologies

Drake TaxTax SoftwareWorkflow PlatformsDashboardsAutomation Tools

Certifications & Qualifications

Enrolled Agent (EA)Certified Public Accountant (CPA)CA/CA Inter

Industry Keywords

Tax PracticeAccounting FirmCPA FirmEA PracticeTax PlanningTax ResolutionProfessional Services

About the role

Key responsibilities & impact

Manage, guide, and support tax associates, senior tax professionals, and other assigned team members
Set expectations for work quality, deadlines, documentation, communication, and accountability
Provide feedback, coaching, and support to identify training needs and improve performance
Coordinate with the Delivery & Operations Manager on staffing, performance concerns, and operational requirements
Monitor assigned tax projects from intake and preparation through review, e-filing, delivery, and follow-up
Assign work based on employee capability, workload, complexity, and deadlines
Track project status, internal due dates, dependencies, pending client information, and overdue tasks
Identify workflow bottlenecks, redistribute work, and escalate deadline risks
Oversee preparation and review workflows for individual tax returns, primarily Form 1040, and business returns including Forms 1065, 1120S, and 1120
Monitor extensions, estimated tax payments, missing documents, e-filing, and delivery requirements
Identify technical issues requiring review or escalation to a CPA Advisor, EA, or senior tax professional
Ensure tax preparation, review, documentation, and quality-control procedures are followed
Track review comments and rework items and coordinate coaching or process improvements
Coordinate workflow and supporting documentation for tax-planning and tax-resolution engagements
Maintain tracking of cases, client documents, correspondence, deadlines, and follow-up actions
Follow and improve SOPs, checklists, workflow standards, and documentation practices
Monitor workload, delivery progress, quality issues, and recurring bottlenecks
Use tax software, workflow platforms, dashboards, and automation tools to support productivity and control
Report project status, team capacity, risks, and performance to the Delivery & Operations Manager

Requirements

What you’ll need

5–8 years of relevant U.S. tax experience
At least 2 years of experience supervising, mentoring, or coordinating the work of a tax team
Practical knowledge of U.S. individual and business taxation, including Forms 1040, 1065, and 1120S; knowledge of Form 1120 is an advantage
Experience reviewing tax returns or coordinating review and rework processes
Ability to allocate work, monitor deadlines, track workflow, and manage multiple projects simultaneously
Strong communication, organization, coaching, problem-solving, and escalation skills
Experience in a tax practice, accounting firm, CPA firm, EA practice, or similar professional-services environment
Comfortable using professional tax software and project/workflow management systems
Enrolled Agent (EA), CPA, CA/CA Inter, or another relevant accounting/tax qualification preferred but not mandatory
Experience with Drake Tax or similar U.S. tax preparation software preferred
Experience supporting offshore or distributed teams preferred
Exposure to tax planning, tax resolution, or process automation preferred

Benefits

Comp & perks

Remote position
Full-time employment