1. Hands-On Technical Leadership:

- Personally review complex US federal and state tax returns and remain actively involved during peak filing periods.

- Act as the final internal escalation point for difficult technical tax matters.

- Provide technical guidance across Forms 1040, 1065, 1120, 1120-S, and 1041; related Schedules K-1; extensions; estimated-tax calculations; and state and multistate returns.

- Review book-to-tax adjustments, basis calculations, capital accounts, partnership allocations, depreciation, distributions, tax elections, Schedule M-1/M-3 reconciliations, and supporting workpapers.

- Research complex federal and state tax matters and document practical conclusions.

- Establish technical review standards, checklists, workpaper requirements, and quality-control procedures.

2. Delivery and Team Leadership:

- Lead supervisors, reviewers, and preparers.

- Allocate engagements based on technical complexity, staff capability, and capacity.

- Review high-risk returns and resolve technical, delivery, and client escalations.

- Monitor quality, turnaround time, utilisation, and filing deadlines.

- Coach reviewers and supervisors to strengthen technical judgement and review quality.

- Build future technical leads and participate in recruitment, technical interviews, performance evaluation, and succession planning.

- Work directly with the team during critical US tax-season deadlines.

3. Client and Engagement Ownership:

- Communicate directly with US CPA firms, tax leaders, and client stakeholders.

- Participate in engagement kick-offs, status meetings, technical discussions, and issue-resolution calls.

- Understand client portfolios, return complexity, software, documentation standards, workflow, and service expectations.

- Own the transition and stabilisation of new US tax engagements.

- Review engagement performance, address quality or delivery concerns, and build trusted client relationships.

4. New Business and Practice Growth:

- Participate in prospective-client discovery calls and technical capability discussions.

- Assess client portfolios, return types, complexity, volumes, timelines, staffing requirements, and delivery risks.

- Support proposal preparation, solution design, effort estimation, pricing inputs, staffing models, and transition planning.

- Present the organisations US tax capabilities and design pilot engagements.

- Support conversion of pilots into recurring work and identify account-expansion opportunities.

- Help develop additional services such as technical review, tax research, tax planning support, multistate compliance, and specialised return preparation.

5. Practice Building:

- Develop scalable processes while remaining connected to day-to-day technical delivery.

- Create technical training, review manuals, checklists, templates, and knowledge resources.

- Standardise quality and review processes across engagements.

- Support hiring and capability development for preparers, senior associates, reviewers, supervisors, and team leads.

- Work with leadership on capacity planning, compensation, pricing, profitability, and practice strategy.

- Build a culture of technical ownership, responsiveness, and accountability.