Sr. Manager - Client Success Delivery (CSD)

My CPE; Ahmedabad District; On-site; INR 1,400,000 - 2,300,000; Full time

Job summary

My CPE in India seeks a Sr. Manager for Client Success Delivery focusing on US Taxation. Lead tax engagements, oversee compliance and advisory services, and drive excellence in client delivery across portfolios.

The role demands deep technical knowledge, strong leadership, and the ability to manage multiple client portfolios while staying current on US tax laws and regulatory changes.

Qualifications

• 5+ years of experience in US Taxation.
• Strong expertise in Forms 1040, 1120, and 1065.
• In-depth knowledge of federal and state tax regulations.
• Proven experience in team leadership and client management.

Responsibilities

• Oversee and review preparation and filing of Forms 1040, 1120, and 1065 for individuals, corporations, and partnerships.
• Lead end-to-end tax compliance processes, including data analysis, review, and finalization.
• Provide strategic tax planning and advisory services to optimize client tax positions.
• Ensure timely and accurate filing of federal and state tax returns.
• Manage client relationships, including handling complex queries and tax authority notices.
• Lead, mentor, and develop teams; drive training and technical upskilling initiatives.
• Stay updated on evolving US tax laws and ensure firm-wide compliance.
• Collaborate with cross-functional teams to deliver integrated client solutions.
• Drive process improvements, quality control, and efficiency across engagements.

Skills

US Taxation

Tax Compliance

Team Leadership

Client Management

Excel skills

Education

CA/CPA/Inter CA

Tools

Tax software

Job description

Sr. Manager - Client Success Delivery (CSD)

We are seeking a highly experienced Senior Manager – US Taxation to lead tax engagements, oversee compliance and advisory services, and drive excellence in client delivery. The role requires deep technical expertise, strong leadership, and the ability to manage multiple client portfolios.

Key Responsibilities

• Oversee and review preparation and filing of Forms 1040, 1120, and 1065 for individuals, corporations, and partnerships
  
• Lead end-to-end tax compliance processes, including data analysis, review, and finalization
  
• Provide strategic tax planning and advisory services to optimize client tax positions
  
• Ensure timely and accurate filing of federal and state tax returns
  
• Manage client relationships, including handling complex queries and tax authority notices
  
• Lead, mentor, and develop teams; drive training and technical upskilling initiatives
  
• Stay updated on evolving US tax laws and ensure firm-wide compliance
  
• Collaborate with cross-functional teams to deliver integrated client solutions
  
• Drive process improvements, quality control, and efficiency across engagements
  

Qualifications

• CA / CPA / Inter CA
  

Requirements

• 5+ years of experience in US Taxation
  
• Strong expertise in Forms 1040, 1120, and 1065
  
• In-depth knowledge of federal and state tax regulations
  
• Proven experience in team leadership and client management
  
• Strong analytical, problem-solving, and decision-making skills
  
• Excellent communication and stakeholder management abilities
  
• Experience with tax software and advanced Excel skills