US Tax Manager

About Credfino 

Credfino provides accounting, tax, and back-office support to US CPA firms. We're building an AI-first operating model to make our teams faster, safer, and more capable, while helping our clients modernize their own processes. 

Location & Working Hours 

Location: Indore  

Working Hours: 2:00 PM - 11:00 PM IST 

Role Overview 

We are looking for a technically strong US Tax Manager to lead complex US tax engagements, manage client relationships, and oversee a team of tax professionals supporting US-based CPA firms and their clients. The ideal candidate should have strong federal and state tax expertise, complex-return experience, leadership capabilities, and an AI-first mindset. 

Key Responsibilities 

• Lead US tax preparation, review, compliance, and delivery for US-based CPA firms and their clients. 

• Manage, mentor, and review the work of tax preparers, seniors, associates, and reviewers. 

• Review federal and state returns, complex tax engagements, workpapers, supporting schedules, K-1s, basis, 

depreciation, and tax adjustments. 

• Act as a key client contact, resolve technical issues, and maintain strong professional relationships. 

• Manage workflows and deadlines while driving quality, process improvement, automation, and AI adoption. 

• Handle escalations and collaborate with US CPA firms and internal leadership. 

Must Have 

• CA, EA, or Bachelor's/master's degree in accounting, Finance, or a related field. 

• 5 -10 years of relevant experience in US taxation, preferably with US CPA firms or US tax clients. 

• Strong US federal and state tax knowledge with hands-on experience with Forms 1040, 1065, 1120, and 1120

S, including complex returns. 

• Experience with complex individual and business returns, including multi-state, partnership, S-Corporation, C

Corporation, real estate, K-1, basis, and depreciation matters. 

• Proven client handling, team management, leadership, and technical review experience. 

• Strong communication skills, technical mindset, ability to learn tax tools quickly, and AI-savviness. 

Good to Have 

• Experience with 1041, 706, 709, 990, international/foreign reporting, and other specialized returns. 

• Experience with Drake, Lacerte, UltraTax, ProSeries, CCH Axcess, and tax research platforms. 

• Experience with tax planning, projections, advisory, automation, AI-enabled tax workflows, and offshore/remote 

tax delivery.