Associate Manager

Numera; Bengaluru; On-site; INR 1,200,000 - 2,100,000; Full time

Benefits offered by this job

Health insurance

Paid leave

Professional development support

Job summary

Numera, a US-based financial services firm, seeks an Associate Manager to join MyTaxFiler in Bengaluru. You will lead US individual tax operations, review 1040/1040NR returns, and support client engagements while ensuring compliance and high-quality outputs.

You will supervise Tax Assistants, mentor staff, and contribute to training, with opportunities to work on Drake/Lacerate tax software and manage end-to-end client delivery from data gathering to billing.

Qualifications

• Must have Graduation or Postgraduate qualification; EA is an added advantage.
• 5–8 years of work experience in tax.
• Experience with US individual tax returns (1040/1040NR) and state filings preferred.

Responsibilities

• Review US Individual & HNI returns (1040, 1040NR) including state tax filings.
• Ensure high-quality tax returns and optimal tax outcomes for clients.
• Guide clients on filing requirements and ensure 100% compliance.
• Understand US tax implications for individual filings and explain tax laws to clients.
• Research and interpret changing tax rules; represent clients in front of IRS where needed.
• Supervise Tax Assistants and contribute to their development.
• Lead end-to-end delivery: data gathering, validation, review, returns, and billing.

Skills

Communication

Multitasking

Analytical skills

Mentoring

Deadline management

Education

Graduation/PG

EA advantage

Tools

Drake / Lacerate tax software

Job description

Qualification: Graduation/PG; EA is an added advantage

Experience: 5 - 8 years

Reporting To: Tax Manager

Who we are:

Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.

What is the role:

This position is embedded within MyTaxFiler, a respected CPA & Accounting Services firm under the Numera umbrella. We are seeking an Associate Manager to join our dynamic team. This role offers the opportunity to lead and contribute to critical US individual tax operations, support client engagements, and help strengthen tax compliance processes.

What you would do:

• Review of US Individual & HNI returns Form 1040, 1040NR, including state income tax filing.
• Demonstrate a high level of quality in tax return review.
• Ability to find out the most optimal tax for the clients.
• Understand the clients' filing requirements depending on their tax scenario and help clients with 100% compliance as per the rules.
• Solid understanding of the US tax implications for Individual tax filing.
• Researching, analyzing, and interpreting changing tax rules.
• Explaining the different tax laws to clients and helping them understand their legal obligations and adapt to changes in tax legislation.
• Representing Clients in front of the IRS for tax matters.
• Involvement with consultancy and research projects.
• Regular contribution to in-house training meetings/management group meetings on technical topics.
• Supervising Tax Assistants, in conjunction with managers, and contributing to their career development.
• Added advantage for people working in Drake / Lacerate tax software.

Delivery Management:

• Responsible for extensive client leads and managing the same end-to-end (data gathering, validation, client clarifications, review, delivery of returns, and billing).
• Management of each client’s tax compliance by setting up the right expectation for the work scope to be performed and the delivery timeline.
• Recognition of complex client issues and effective communication of those to the Manager / Director and client at the appropriate time.
• Taking responsibility for all compliance processes and monitoring the various filing requirements.
• Making sure that there are no client escalations and that the preparers properly follow the tax return processes.
• Active involvement in building client relationships.
• Full involvement in the billing process & client follow-ups.
• Go overboard in finishing the tasks within deadlines and making sure that the entire team is driven to perform within deadlines.

What you need:

• Strong communication, customer service management, and presentation skills.
• Must be able to demonstrate multitasking capacity
• Strong analytical and technical research skill
• Ability to teach, mentor, and guide
• Ability to meet deadlines through multitasking
• Capability to thrive in a fast-paced, team-oriented environment
• Positive attitude with a desire to build strong relationships with clients and peers
• Must be highly organized with a strong attention to detail, and the ability to work independently
• Must be responsible, reliable, a great team player, and positive in any circumstance
• Must take the ownership/bottom line for the work performed by the team

Here are some bonus points:

• Schedule: Committed, Ability to work long hours during busy seasons.
• Hours: 9.30 pm to 6.30 am during season, 2:00 pm to 11:00 pm Off-season
• Work Type: On-Site
• Benefits: Health insurance, paid leave, professional development support

This role is more than a seat at the table—it’s a chance to help build the table. If you’re ready to bring energy, ownership, and vision for a growing firm, we want to hear from you.