US Individual Tax Manager

Job Profile : US Individual Tax Manager (Remote)

Job Summary : USA Tax Gurus LLC, is a remote US Tax and Accounting firm, seeking a highly skilled and experienced Certified Public Accountant (CPA) and Enrolled Agent (EA) to join our team. The ideal candidate should possess excellent social skills to handle and onboard US clients, have in-depth individual tax knowledge, be a licensed CPA / EA, and have a proven track record of handling complex tax matters. In this role, you will be responsible for preparing and signing tax returns, providing tax planning advice, developing processes and SOPs, and training junior employees.

Responsibilities : 1. Tax Compliance :

a. Prepare and sign tax returns for individuals.

b. Should have International tax experience . Prepare forms like 1040, 1040NR, Sch C, Sch E, 2555, 1116, 8938, 8621, 5471, 8865 and others as required. Must know expat tax returns.

c. Business tax knowledge is a plus.

d. Stay updated on the latest tax laws, regulations, and filing requirements.

e. Conduct comprehensive tax research and analysis.

2. Tax Planning and Advisory :

a. Provide tax planning advice to clients, identifying opportunities for tax optimization and retirement strategies.

b. Assist clients in making informed financial decisions by analyzing tax implications.

c. Offer guidance on tax-efficient business structures, deductions, and credits (Sch C / Sch E).

3. Client Onboarding :

a. Work closely with the Director and Sales team to onboard new clients

b. Should be available during US morning hours (India evening hours – max till 1 am IST) for client calls

c. Participate in client onboarding processes, including gathering necessary information, verifying documents, and setting up client profiles.

d. Establish strong relationships with clients, addressing their concerns, and providing exceptional customer service.

4. Process Development and SOPs :

a. Develop and implement efficient processes and standard operating procedures (SOPs) for firm operations, ensuring consistency and quality in service delivery.

b. Streamline workflow and identify areas for improvement to enhance efficiency and productivity.

5. Mentoring and Training :

a. Provide guidance and mentorship to junior employees, assisting in their professional development.

b. Conduct training sessions on tax regulations, software tools, and best practices.

c. Review the work of junior team members and provide constructive feedback.

Qualifications :

• Licensed Certified Public Accountant (CPA) and Enrolled Agent (EA).
• Demonstrated experience in preparing and signing various tax forms, including 1040, 1040-NR, 5471, 5472, 1042-S, 8832, FBAR, FinCEN, 2555, 1116, 8621, 8938.
• Business Tax Knowledge is a plus
• Strong knowledge of individual tax regulations, laws, and compliance requirements.
• Proficiency in tax planning and advisory services.
• Ability to onboard and build strong relationships with clients.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong analytical and problem-solving abilities.
• Proven ability to develop and implement processes and SOPs.
• Ability to effectively teach and mentor junior employees.

At USA Tax Gurus, we are committed to fostering a diverse, inclusive, and equitable workplace. We welcome applicants of all genders, races, religions, ages, ethnicities, sexual orientations, disabilities, and other backgrounds. Our hiring process is conducted with fairness and without bias, ensuring equal opportunities for everyone. We believe in empowering individuals to build their careers while maintaining a healthy work-life balance and contributing to exceptional client service.