Tax Team Manager – US Tax Operations

Business Financial Group (BFG) is a U.S.

-based accounting, tax, and financial advisory organization serving businesses and individuals throughout the United States.

Our services include business and individual tax preparation, tax planning, IRS and state tax resolution, accounting, bookkeeping, payroll, accounts payable, and financial advisory services.

Our India-based operations team works closely with U.S.

-based professionals to deliver accurate, timely, and consistent client services.

We are building a strong team of accounting and tax professionals and are seeking a practical, organized, and motivated Tax Team Manager to help lead our tax operations.

Position Summary

We are seeking a
** hands-on Tax Team Manager
** to oversee the daily operations, workflow, productivity, and performance of our U.S. tax preparation team.

The primary responsibility is to
** ensure that tax projects are assigned appropriately, completed accurately, reviewed, and delivered on time.*
*

This role is ideal for an experienced U.S. Tax Senior, Tax Team Lead, Tax Supervisor, or Assistant Tax Manager who enjoys managing people, solving operational challenges, and improving team performance.

The successful candidate should have a good understanding of U.S. tax preparation and practical experience supervising or coordinating tax professionals.

** This is a team management and tax operations position, not a senior technical tax specialist or Tax Director role.*
*

Complex tax matters, advanced planning, and IRS representation will be escalated to BFG's designated senior tax professionals and CPA Advisors.

Key Responsibilities
1. Team Leadership and Supervision

• Supervise assigned tax preparers and tax associates.
• Allocate work based on employee experience, workload, and project complexity.
• Establish clear expectations for daily and weekly deliverables.
• Monitor employee productivity and work quality.
• Conduct regular team meetings and individual follow-ups.
• Identify training needs and coordinate employee development.
• Provide constructive feedback and support performance improvement.
• Escalate significant employee or operational concerns to the Delivery & Operations Manager.

2. Tax Project and Workflow Management

• Manage daily tax project workflows from assignment through preparation, review, e-filing, and completion.
• Monitor internal and statutory deadlines.
• Ensure tax projects are updated accurately in BFG's project management system.
• Track missing client information and coordinate follow-ups.
• Identify overdue projects and potential delivery delays.
• Prioritize projects based on deadlines, complexity, and client requirements.
• Coordinate with tax reviewers and other departments to resolve pending matters.
• Provide regular project status reports to management.

3. U.S. Tax Preparation and Review Coordination

• Form 1040 – Individual Tax Returns
• Form 1065 – Partnership Tax Returns
• Form 1120S – S Corporation Tax Returns
• Form 1120 – C Corporation Tax Returns
• Perform basic or first-level tax return reviews within demonstrated competency.
• Ensure preparers follow established tax preparation procedures.
• Verify that required supporting documents and work papers are available.
• Coordinate second-level or technical reviews with qualified reviewers.
• Monitor extensions, estimated tax payments, e-filing requirements, and unresolved tax return issues.
• Escalate complex tax matters promptly.

Extensive expertise in every business tax form is not required, provided the candidate has a strong foundation in U.S. taxation and can effectively coordinate qualified reviewers.

4. Quality Control and Compliance

• Ensure team members follow BFG's preparation and review checklists.
• Monitor review comments and pending corrections.
• Identify repeated preparation errors.
• Coordinate corrective…