Manager - Tax Preparation Operations

Inventyv Software Services; Ahmedabad; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Inventyv Software Services in Ahmedabad seeks a Tax Manager to lead the US Tax Compliance function. Candidates should have over 7 years of experience in U.S. taxation, including team management. The role involves defining processes, mentoring staff, and ensuring compliance with regulations. Strong analytical skills and proficiency in tax software are essential. The position offers an opportunity to shape internal tax preparation processes and drive continuous improvement within the team.

Qualifications

• 7+ years of experience in U.S. taxation and compliance, managing a team of tax professionals.
• Strong knowledge of US federal and multi-state tax laws and filing processes.
• Proven experience in team leadership and mentoring.

Responsibilities

• Lead and manage the US Tax Compliance function.
• Define and implement processes and KPIs for tax preparation.
• Mentor and coach team members, conducting training and identifying skill gaps.

Skills

U.S. taxation and compliance

Leadership experience

Analytical skills

Communication skills

Mentoring skills

Familiarity with tax software

Problem-solving skills

Education

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

Tools

MyTaxPrepOffice

ProSeries

Drake

UltraTax

Lacerte

TurboTax Professional

MS Office tools

Job description

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.