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