Tax Department Head

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

-based accounting, tax, and financial services organization serving businesses and individuals across the United States.

BFG provides services including business and individual tax preparation, proactive tax planning, IRS and state tax resolution, accounting and bookkeeping, payroll, accounts payable, and financial advisory services.

Our India team serves as a centralized production and operational support center working with BFG's U.S.

-based client-facing and advisory professionals.

As BFG continues to grow, we are seeking an experienced Tax Department Head to lead and develop our tax operations.

The Tax Department Head is responsible for the overall management, organization, timely delivery, and performance of BFG's Tax Department.

This is primarily a tax operations and people-management leadership position, supported by strong practical knowledge of U.S. taxation.

The successful candidate must be capable of managing multiple tax projects simultaneously, assigning and monitoring work, supervising tax professionals, managing deadlines, identifying bottlenecks, maintaining accountability, and ensuring that tax projects move efficiently from intake through preparation, review, e-filing, delivery, and post-delivery follow-up.

The Tax Department Head should have strong working knowledge of both U.S. business and individual taxation and sufficient knowledge of tax planning and tax resolution to manage these service areas and recognize when matters require escalation to senior technical professionals.

The position is not intended for someone whose experience is limited primarily to preparing tax returns. The successful candidate must demonstrate strong project management, people management, delegation, communication, and leadership capabilities.

• Lead the day-to-day operations of BFG's Tax Department.
• Manage, supervise, coach, and develop tax team members.
• Establish clear expectations regarding assignments, deadlines, quality, communication, documentation, and accountability.
• Conduct regular tax department meetings and individual follow-up meetings as necessary.
• Identify performance problems, workload issues, training requirements, and resource constraints before they affect client delivery.
• Create a professional environment that encourages accountability, teamwork, continuous learning, and timely communication.
• Work closely with the Delivery & Operations Manager regarding staffing, capacity, performance, and operational improvements.

• Own and manage the overall tax project pipeline.
• Maintain clear visibility into all active tax projects and their current status.
• Ensure projects move systematically through appropriate workflow stages:
  Not Started, Scheduled, In Progress, Waiting on Client, Under Review, Rework Required, Ready for E-filing, Ready for Closing, Delivered, Dormant, and post-delivery follow-up when applicable.
• Monitor project deadlines, aging, bottlenecks, dependencies, and overdue tasks.
• Ensure every active project has a clearly identified owner, current status, next action, responsible team member, internal due date, client/government deadline, and escalation path when necessary.
• Use BFG's project-management and tax workflow systems consistently and ensure that team members maintain accurate project information.

• Assign tax projects based on employee experience, technical competency, workload, deadlines, and project complexity.
• Monitor staff capacity and redistribute work when necessary.
• Prevent individual employees from becoming overloaded while other team members have available capacity.
• Identify seasonal staffing requirements and communicate resource needs to…