Sales Manager

AG FinTax; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

AG FinTax in Hyderabad seeks a highly skilled Tax Manager to join our dynamic team. You will prepare and review business and personal tax returns, provide planning guidance, onboard US clients, and mentor junior staff.

You will handle federal, state, local, and international compliance, develop SOPs, and collaborate with tax planning and accounting teams to ensure accurate and timely deliverables for a diverse client base.

Qualifications

• CPA/EA licensed or equivalent professional qualification.
• Experience handling US tax returns and client onboarding.
• Strong knowledge of Federal, State, Local, and international tax compliance.

Responsibilities

• Tax Preparation and Review of business and personal returns; manage IRS notices.
• Prepare and review financial statements as needed; support accounting team.
• Develop and apply tax reduction strategies and conduct independent tax research.
• Oversee staff; train and supervise team; coordinate with tax planning and accounting departments.
• Maintain regular client communication; onboard new clients and build relationships.
• Organize and update tax database; provide management with required reports.

Skills

Technical Skills

People Skills

Education

CPA/EA license

Job description

We are seeking a highly skilled and Full-Time Experienced Tax Manager to join our dynamic team. The ideal candidate should possess excellent social skills to handle and onboard US clients, have in-depth business tax knowledge, be a licensed CPA/EA or other qualified professionals in the accounting and tax field, and have a proven track record of handling complex tax matters. In this role, you will be responsible for Preparing and reviewing tax returns, providing tax planning advice, assisting with bookkeeping tasks, onboarding clients, developing processes and standard operating procedures (SOPs), and mentoring junior employees. This role is pivotal in managing tax preparation and planning processes for our diverse client base, ensuring compliance, and delivering exceptional client service

Responsibilities

1. Tax Preparation and Review: Preparation and review of business and personal tax returns such as Form 1040, 1065, 1120S, 1120, 990, and 1041 from initial consultation to final delivery. You should know Federal, State, Local, and international compliances. You will be involved in all aspects of Tax assignments from planning and projections to finalization. Manage and support tax notices including IRS calls and prepare necessary documentation and replies.

2. Financial Statements: Prepare and/or review financial statements as needed, assisting the accounting team and clients whenever there is a need.

3. Tax Reduction Strategies: Understand and apply strategies to minimize clients’ tax liabilities. Ability to do independent tax research in case of unseen tax scenarios. Collaborating with the tax planning team to ensure our tax strategies and policies were implemented accurately as per IRS compliances.

4. Staff Management: Oversee tax processes by coordinating day-to-day interaction with the team and reviewing their work. Train new and experienced staff, supervise the staff, and get the work done in a timely and efficient manner. Collaborate with cross-functional teams such as Tax planning, and accounting departments, to ensure book finalization and alignment on tax strategies and initiatives.

5. Client Communication: Maintain regular and effective communication with clients to address their tax-related inquiries and provide updates. Ability to onboard and build strong relationships with clients.

6. Database Management: Organize and update the tax database, ensuring all records are accurate and up to date. Provide the required information reports whenever requested by the management.

Skills Required:

1. Technical Skills: Computer literacy, strong numerical skills, and meticulous attention to detail.

2. People Skills: Excellent interpersonal, organizational, multi-tasking and handling various projects simultaneously in an efficient manner.