US Individual Tax Manager

Job Profile: US Individual Tax Manager (Remote)

Our company, USA Tax Gurus LLC, is a remote US Tax and Accounting firm seeking a highly skilled Certified Public Accountant (CPA) and Enrolled Agent (EA). We require excellent social skills to handle and onboard US clients. The ideal candidate should possess in-depth individual tax knowledge, be licensed CPA/EA, and have a proven track record of handling complex tax matters.
Responsibilities
• Tax Compliance:
• Prepare and sign tax returns for individuals.
• Must have international tax experience and be familiar with expat tax returns. Should also be knowledgeable about forms like 1040, 1040NR, Sch C, Sch E, 2555, 1116, 8+38, 8621, 5471, 8865.
• Stay updated on 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.
• Assist clients in making informed financial decisions by analyzing tax implications.
• Offer guidance on tax-efficient business structures, deductions, and credits.
• 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.

We welcome applicants from diverse backgrounds and are committed to fostering an inclusive workplace. Our hiring process is conducted with fairness and without bias, ensuring equal opportunities for everyone. We believe in empowering individuals to build their careers while maintaining a healthy work-life balance and contributing to exceptional client service.