USA Tax Manager

USA Tax Manager (Year-End Tax Specialist)

Location: Remote
Employment Type: Full-Time (USA Hours)

About the Role

We are seeking an experienced USA Tax Manager to join our growing team. This is a senior-level position responsible for managing complex year-end tax preparation, overseeing client accounting functions, and leading a team of bookkeepers and accounting professionals.

The ideal candidate will have extensive experience with U.S. taxation, advanced QuickBooks expertise, strong leadership capabilities, and a proven track record of managing accounting teams while maintaining exceptional client service standards.

Key Responsibilities

• Manage and oversee the preparation and review of U.S. federal and state tax returns for individuals, partnerships, LLCs, S-Corporations, and C-Corporations.
• Lead year-end tax planning, tax preparation, and tax compliance processes across multiple client accounts.
• Review financial statements, general ledgers, reconciliations, and supporting documentation to ensure accuracy and tax readiness.
• Supervise, mentor, and develop a team of bookkeepers and junior accounting staff.
• Conduct quality control reviews of bookkeeping work and provide guidance on best practices.
• Manage workflow allocation, deadlines, and team performance to ensure timely client deliverables.
• Collaborate with clients to gather tax information, resolve accounting discrepancies, and provide strategic tax guidance.
• Prepare and review adjusting journal entries, year-end workpapers, and tax schedules.
• Ensure compliance with U.S. tax regulations and stay current with tax law changes.
• Support client onboarding, process improvements, and implementation of accounting best practices.
• Assist with tax notices, audits, and client tax-related inquiries.
• Provide leadership in streamlining accounting and tax workflows through technology and automation.

Required Experience & Qualifications

• Bachelor's Degree in Accounting, Finance, Taxation, or a related field.
• Minimum 5+ years of U.S. tax preparation and accounting experience.
• Minimum 2+ years of team leadership or management experience within an accounting or bookkeeping environment.
• Extensive experience preparing year-end tax returns for U.S. entities and individuals.
• Advanced proficiency in QuickBooks Online and QuickBooks Desktop.
• Strong understanding of U.S. GAAP, accounting principles, and tax regulations.
• Experience reviewing and managing the work of bookkeepers and accounting staff.
• Excellent knowledge of month-end and year-end closing procedures.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional communication and client relationship management abilities.
• Ability to manage multiple clients, deadlines, and priorities in a fast-paced environment.

Preferred Qualifications

• CPA, EA, or equivalent professional designation.
• Experience with multi-state taxation.
• Experience with tax software such as UltraTax, ProSeries, Lacerte, Drake, or similar platforms.
• Experience working with remote accounting teams.
• Exposure to payroll tax compliance and business advisory services.

Key Competencies

• Leadership and people management
• Tax planning and compliance expertise
• Advanced QuickBooks knowledge
• Attention to detail and accuracy
• Client relationship management
• Strategic thinking and problem solving
• Process improvement and workflow management
• Strong organizational and time management skills