Key Responsibilities:

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.

Required Experience:

- Minimum 10 years of relevant US taxation experience.

- Strong experience in the US tax outsourcing, offshoring, KPO, or CPA-firm support industry.

- Significant hands-on preparation and review experience across individual and business tax returns.

- Current or recent responsibility for personally reviewing technically complex returns.

- Strong technical knowledge of Forms 1040, 1065, 1120, and 1120-S.

- Working knowledge of Form 1041, Schedule K-1 reporting, state returns, extensions, and estimated-tax calculations.

- Experience with CCH Axcess, GoSystem, UltraTax, Lacerte, Drake, ProSeries, or comparable tax software.

- Experience reviewing complex partnership and corporate tax workpapers.

- Experience leading team leads, supervisors, reviewers, senior associates, and preparers.

- Direct experience communicating with US clients or CPA firms.

- Experience supporting client transitions, proposals, pilot assignments, solutioning, or account expansion.

- Strong written and verbal English communication skills.

- Ability to balance technical review, team leadership, client communication, and commercial priorities.

Work Arrangement:

- Ahmedabad location only.

- Hybrid model with mandatory and regular attendance at the Ahmedabad office.

- This is not a remote role; candidates outside Ahmedabad must be willing to relocate.

- Flexibility during the US tax season is mandatory.

- The role may require extended hours, adjusted shifts, US working-hour overlap, and occasional weekend work during peak periods.