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Assistant Manager, Tax Projects – US Taxation, Form 1040
Thomson Reuters. Define project scope, goals, deliverables, detailed project plans, schedules, and budgets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management, particularly in tax software integration and application development, while ensuring client satisfaction and effective communication with stakeholders. Proficient in managing project scope, deliverables, and resources, with a focus on quality standards and risk mitigation.
Highest-signal resume keywords
Project ManagementTax Software IntegrationMicrosoft ExcelCommunication SkillsRisk Mitigation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project Scope DefinitionBudget ManagementTask AssignmentQuality StandardsSoftware TroubleshootingData ManagementApplication TestingTax Project ManagementMicrosoft SQLUS Tax Laws
Soft Skills
Team MotivationClient SatisfactionPresentation SkillsWritten CommunicationVerbal Communication
Tools & Technologies
SurePrep SystemIn-House Tools
Industry Keywords
Tax SoftwareThird-Party ToolsTax RegulationsAI-First Mindset
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Define project scope, goals, deliverables, detailed project plans, schedules, and budgets
- Build, motivate, and guide project teams; assign tasks and ensure performance
- Oversee daily project activities, track progress, manage resources, and ensure quality standards
- Identify risks, develop mitigation strategies, and resolve issues
- Update the SurePrep system for software updates using in-house tools
- Update new and existing data in required environments
- Troubleshoot issues raised by concerned teams and ensure prompt resolution
- Serve as primary contact, provide status updates, manage expectations, and ensure client satisfaction
- Provide project progress reports to management
- Build an AI-first mindset to streamline operations and reduce repetitive manual tasks
- Suggest improvements to software and application functionality
- Document issues related to third-party applications
- Test in-house-developed applications and report issues
- Work on client-specific requirements
- Coordinate with stakeholders to keep them informed of project updates and guide the team as required
Requirements
What you’ll need- Minimum 8+ years of relevant experience working on third-party tools and tax software
- Experience managing tax projects
- Experience in tax software integration and application development preferred
- Familiarity with US tax laws and regulations is an advantage
- Basics for working on Microsoft SQL
- Advanced knowledge of Microsoft Excel
- Strong written and verbal communication skills
- Excellent presentation skills
- Comfortable working 8:30 AM to 5:30 PM IST shift timings
- Monday to Friday availability; during tax season, required to work Monday to Saturday
- Shift may change based on business requirements
Benefits
Comp & perks- Hybrid work model with 2–3 days a week in the office depending on the role
- Work from anywhere for up to 8 weeks per year
- Flexible vacation
- Two company-wide Mental Health Days off
- Access to the Headspace app
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Two paid volunteer days off annually
- Opportunities to get involved with pro-bono consulting projects and ESG initiatives
- Career development, continuous learning, and skills development through Grow My Way programming
- Flexible work arrangements
- Inclusive and belonging-focused culture
- Reasonable accommodations for qualified individuals with disabilities and sincerely held religious beliefs