US Individual Tax Manager

Job Profile: US Individual Tax Manager (Remote)

At USA Tax Gurus LLC, we are seeking a highly skilled and experienced Certified Public Accountant (CPA) and Enrolled Agent (EA) to join our team.
Key Responsibilities:
• Tax Compliance
• Prepare and sign tax returns for individuals, including forms like 1040, 1040NR, Sch C, Sch E, 2555, 1116, 8+38, 8621, 5471, 8865, and others as required.
• Maintain up-to-date knowledge of the latest tax laws, regulations, and filing requirements.
• Conduct comprehensive tax research and analysis.
• Tax Planning and Advisory
• Provide tax planning advice to clients, identifying opportunities for tax optimization and retirement strategies.
• Analyze tax implications and offer guidance on tax-efficient business structures, deductions, and credits (Sch C/Sch E).
• Client Onboarding
• Work closely with the Director and Sales team to onboard new clients.
• Establish strong relationships with clients, addressing their concerns, and providing exceptional customer service.
• Process Development and SOPs
• Develop and implement efficient processes and standard operating procedures (SOPs) for firm operations.
• Streamline workflow and identify areas for improvement to enhance efficiency and productivity.
• Mentoring and Training
• Provide guidance and mentorship to junior employees, assisting in their professional development.
• Conduct training sessions on tax regulations, software tools, and best practices.

Qualifications:
• Licensed Certified Public Accountant (CPA) and Enrolled Agent (EA).
• Demonstrated experience in preparing and signing various tax forms.
• Strong knowledge of individual tax regulations, laws, and compliance requirements.
• Proficiency in tax planning and advisory services.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong analytical and problem-solving abilities.
• Proven ability to develop and implement processes and SOPs.
• Ability to effectively teach and mentor junior employees.

We are committed to fostering a diverse, inclusive, and equitable workplace. We welcome applicants of all backgrounds and believe in empowering individuals to build their careers while maintaining a healthy work-life balance and contributing to exceptional client service.