Assign and monitor work allocation for team members to ensure timely and accurate delivery
Resolve technical doubts and queries raised by the team
Manage people-related responsibilities, including mentoring, performance oversight, and team engagement
Coordinate with managers on staff scheduling and workload planning
Interview and assess candidates based on operational requirements
Act as the key point of contact for communicating client expectations, issues, and requirements
Proactively improve customer experience by resolving problems and complaints
Delegate client requests, define turnaround times (ETAs), and communicate potential delays to clients
Prepare and maintain MIS reports as required
Communicate operating policies, updates, and issues during department meetings
Continuously enhance job knowledge through training and industry participation
Requirements
Bachelor’s degree in a relevant field; M.Com, CA, CPA, or EA preferred
10+ years of overall experience, including significant exposure to US taxation
Minimum 5 years of hands-on experience in US Individual and Business Tax Returns
Strong understanding of tax concepts, practices, and procedures
Proficient in tax software and MS Office tools
Demonstrated leadership and team-building capabilities
Strong accounting, analytical, and problem-solving skills
Excellent interpersonal, verbal, and written communication skills
Benefits
Hybrid Work Model: 2-3 days a week in the office
Flex My Way: flexible workplace policies for personal and professional responsibilities
Career Development and Growth: culture of continuous learning and skill development
Industry Competitive Benefits: flexible vacation, Mental Health Days off, retirement savings, tuition reimbursement, employee incentive programs, and wellbeing resources
Social Impact: two paid volunteer days off annually and opportunities for pro-bono consulting projects