The Role
Leads US tax compliance and preparation operations, managing tax teams, workloads, quality, KPIs, processes, controls, audits, and client transitions. Reviews complex tax returns, provides technical guidance, supports peak-season resource planning, and develops team capabilities through mentoring and training. The role also improves tax preparation systems, establishes SOPs, monitors delivery performance, and ensures compliance with US federal and multi-state tax requirements.
Summary Generated by Built In
No of Position: 1
Experience: 7–10 years of relevant experience in US tax compliance, tax preparation, or public accounting, including 3–4 years of experience leading and managing tax teams.
Qualification: Bachelor’s or Master’s degree (or equivalent) in Accounting, Finance, or a related field
Shift Time: 1 PM to 10 PM/ 2 PM to 11 PM/ 3 PM to 12 AM
Work Location: Ahmedabad (Inventyv Software Services Pvt. Ltd.)
Role & Responsibilities:
● Lead and manage the US Tax Compliance function, ensuring effective execution across teams.
● Define and implement internal processes, review mechanisms, and KPIs for the tax preparation function, ensuring compliance, efficiency, and continuous improvement.
● Manage work allocation, timelines, productivity, delivery quality, and process adherence.
● Provide technical guidance, escalation support, and performance accountability on complex tax and compliance matters.
● Mentor and coach team members, conduct structured and on-the-job training, identify skill gaps, and drive continuous capability development and knowledge sharing.
● Identify opportunities to improve internal tax preparation systems, processes, and software, providing actionable recommendations.
● Build a culture of ownership, accountability, knowledge sharing, and continuous improvement.
● Establish and strengthen SOPs, compliance controls, workflow governance, and ensure adherence to firm policies, regulatory standards, and audit requirements; support internal and external audits as needed.
● Maintain confidentiality, integrity, and ethical standards in all aspects of work.
● Prepare and present status reports to management and US teams while monitoring and analyzing key performance indicators (KPIs) such as productivity, error rates, and turnaround time.
● Support the transition and onboarding of new clients, processes, and tax years, ensuring smooth knowledge transfer, process readiness, and compliance with delivery timelines and quality standards.
● Work and resource planning, especially during peak tax seasons, to ensure timely and quality deliverables.
Skill Requirement:
● 7+ years of experience in U.S. taxation and compliance, including managing a team of 10–20 tax professionals, ensuring compliance accuracy and productivity, and the ability to define and implement processes, KPIs, and review mechanisms.
● Strong knowledge of US federal and multi-state tax laws, regulations, compliance requirements, and filing processes, including deadlines.
● Strong knowledge of US tax return preparation (individual and/or business returns) with the ability to review complex returns and identify technical issues.
● Proven experience in team leadership, mentoring, or managerial responsibility.
● Experience in CPA firms or tax outsourcing preferred.
● Strong analytical, problem-solving, communication, and mentoring skills.
● Familiarity with trackers or ticketing systems to efficiently manage tasks, monitor progress, and ensure accountability.
● Proficiency in tax software such as MyTaxPrepOffice, ProSeries, Drake, UltraTax, Lacerte, or TurboTax Professional, along with MS Office tools.
● Knowledge of documentation standards and preparation of audit-ready workpapers.
● Demonstrates adaptability to changing regulations, priorities, and business needs.
● EA or CPA certification is an added advantage.
Skills Required
- 7+ years of relevant experience in US taxation, tax compliance, tax preparation, or public accounting
- 3-4 years of experience leading and managing tax teams
- Bachelor's or Master's degree, or equivalent, in Accounting, Finance, or a related field
- Experience managing a team of 10-20 tax professionals
- Strong knowledge of US federal and multi-state tax laws, regulations, compliance requirements, filing processes, and deadlines
- Strong knowledge of US individual and/or business tax return preparation, including reviewing complex returns and identifying technical issues
- Proven team leadership, mentoring, or managerial experience
- Experience defining and implementing processes, KPIs, review mechanisms, SOPs, and compliance controls
- Strong analytical, problem-solving, communication, and mentoring skills
- Proficiency with MyTaxPrepOffice, ProSeries, Drake, UltraTax, Lacerte, or TurboTax Professional
- Proficiency with Microsoft Office tools
- Familiarity with trackers or ticketing systems for task and progress management
- Knowledge of documentation standards and audit-ready workpapers
- Experience in CPA firms or tax outsourcing
- EA or CPA certification
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Inventyv Software Services is a software-development company that builds advanced web and mobile applications and enterprise solutions. Its services include application development, software architecture, quality management, data-center design and operations, cloud and DevOps, and cybersecurity. The company also offers MyTAXPrepOffice, a web-based professional tax product for U.S. CPAs and tax preparers, and supports health and well-being app projects that meet its technology, quality and security standards.
.png)
.jpeg)
