Mantras2success Consultants is seeking a highly qualified and experienced US Tax Manager to lead and manage tax engagements for our U.S.-based clients. This is a client-facing role, requiring you to handle direct communication with clients from the engagement kickoff to final delivery, ensuring exceptional quality, timeliness, and strict compliance with IRS and state tax regulations.
Key Responsibilities
- Tax Return Management & Review: Manage and meticulously review the preparation of U.S. federal and state tax returns for various entities including individuals (Form 1040), corporations (Form 1120 for C-Corps, Form 1120S for S-Corps), partnerships (Form 1065), and other relevant entities.
- Primary Client Contact: Act as the primary point of contact for U.S.-based clients, handling onboarding, providing regular status updates, resolving issues promptly, and obtaining final sign-off on deliverables.
- Client Communication: Communicate complex tax matters in a clear, concise, and professional manner to clients, effectively explaining options, implications, and best practices.
- Team Leadership & Mentorship: Supervise and actively mentor a team of tax associates and reviewers, ensuring the accurate and timely completion of all deliverables and fostering their professional growth.
- Regulatory Compliance & Planning: Stay continuously updated with current IRS regulations and state tax codes, and provide proactive tax planning recommendations to optimize clients tax positions.
- Final Technical Review: Perform final technical reviews of tax files before client submission or IRS filing, ensuring utmost accuracy and compliance.
- Internal Coordination: Coordinate seamlessly with internal teams (e.g., bookkeeping, audit support) to ensure smooth integration of services and efficient workflow.
- Workflow Management: Manage workflow effectively across tax seasons, set clear priorities, and ensure strict team adherence to all deadlines.
- Correspondence Handling: Handle tax notices, queries, and IRS/state correspondence on behalf of clients where required, providing expert responses.
Qualifications & Skills
- Certification: CPA or EA (Enrolled Agent) certification preferred (or equivalent international qualifications with U.S. tax experience).
- Experience: 2-3 years of hands-on experience in U.S. tax preparation and review, preferably within a public accounting environment.
- Client Management: Proven experience managing client relationships end-to-end, especially with U.S.-based businesses.
- Technical Expertise: Deep understanding of U.S. federal and state tax laws, various tax forms (e.g., 1040, 1120, 1120S, 1065, etc.), and comprehensive compliance requirements.
- Soft Skills: Strong leadership, communication, and interpersonal skills.
- Work Environment: Comfortable working in a fast-paced, deadline-driven, remote work environment.
- Software Proficiency: Proficiency in tax software (e.g., Drake, UltraTax, Lacerte, ProSeries, or similar) and Microsoft Excel.
Preferred Attributes
- Exceptional attention to detail and a strong commitment to accuracy and quality.
- Ability to manage multiple clients and projects simultaneously with efficiency.
- Experience in training and mentoring junior tax professionals.
- A proactive and client-centric approach to problem-solving.
Compensation and Benefits
- Competitive salary or hourly rate (depending on experience).
- 5 working days.
