US Tax - Assistant Manager

Finadvantage; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Finadvantage is seeking a highly motivated Team Lead or Assistant Manager to join our Tax team in Gurugram. The candidate must have 6-9 years of experience in preparing and reviewing U.S. tax returns, including complex individual and business returns. Responsibilities involve leading a team of tax professionals, ensuring compliance with IRS regulations, and managing client relationships. Preferred qualifications include CPA or EA certification and hands-on experience with tax software like Drake, Lacerte, or UltraTax.

Qualifications

• 6-9 years of experience in U.S. tax return preparation and review for individuals and businesses.
• Strong technical knowledge of U.S. tax codes and IRS regulations.
• Proven ability to manage multiple priorities and meet deadlines.

Responsibilities

• Lead and manage a team of tax associates.
• Review complex tax returns ensuring accuracy.
• Monitor changes in tax laws and update teams.
• Ensure timely delivery of tax filings.
• Identify opportunities for process improvement.

Skills

U.S. tax return preparation

Team management

Communication skills

Attention to detail

Process improvement

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or EA (or pursuing)

Tools

Drake

Lacerte

UltraTax

CCH Axcess

Job description

About FinAdvantage We are a technology-powered organisation that uses tools and software platforms, which can be easily integrated with standard accounting software. This enables seamless repository management, transactional accounting, accurate reporting, and effective data management for our clients. It also allows for cost-effective services and greater value for clients. We offer high quality professional services to clients across industry in diverse fields including finance, accounting, consulting, and taxation. Our differentiation lies in our multi-faceted team of highly qualified professionals who possess experience of providing consulting services to startups, SMEs, large Corporates and MNCs. FinAdvantage operates out of Bangalore, Hyderabad, Gurgaon, and Chicago.

We are looking for a highly motivated and detail-oriented Team Lead or Assistant Manager to join our Tax team. The ideal candidate will have solid experience in preparing and reviewing U.S. Individual (1040), Business (1065/1120/1120S), and other related tax returns, along with strong leadership skills to guide and mentor a team of tax professionals.

Key Responsibilities

• Lead and manage a team of tax associates handling preparation and review of U.S. federal and state tax returns for individuals, partnerships, corporations, and S-corporations.
• Review complex tax returns (1040, 1065, 1120, 1120S) ensuring accuracy and compliance with IRS regulations.
• Coordinate workflow planning, work assignments, deadlines, and quality control for the tax team.
• Provide technical guidance, mentorship, and training to junior staff.
• Collaborate with internal teams and clients to gather necessary tax-related information and resolve queries.
• Monitor changes in tax laws and regulations and update internal teams accordingly.
• Assist in managing client relationships and ensuring high levels of client satisfaction.
• Ensure timely delivery of tax filings and related deliverables within tight deadlines.
• Identify opportunities for process improvement and efficiency in tax preparation practices.
• Support the implementation of tax software and other tools to optimize workflow.

Required Skills & Qualifications

• Bachelor’s degree in Accounting, Finance, or related field. CPA or EA preferred (or pursuing).
• 6-9 years of experience in U.S. tax return preparation and review for individuals and businesses.
• Hands-on experience with tax software such as Drake, Lacerte, UltraTax, or CCH Axcess.
• Strong technical knowledge of U.S. tax codes, IRS regulations, and state tax rules.
• Excellent team management, communication, and interpersonal skills.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Attention to detail with a commitment to high quality and accuracy.

Preferred Qualifications

• Prior experience working in a public accounting or outsourcing firm (especially handling U.S.-based clients).
• Exposure to tax planning strategies and advisory services.
• Ability to lead process automation or transition initiatives in a tax function.