The Tax Team Manager oversees the daily workflow, delivery, and performance of a U.S. tax team while providing coaching and support to team members. They are responsible for managing project timelines, ensuring quality control, and coordinating tax preparation and resolution processes.
This is a remote position.
About Business Financial Group
Business Financial Group (BFG) is a U.S.-based accounting, tax, and financial services organization serving
businesses and individuals across the United States. Its services include business and individual tax preparation, tax
planning, IRS and state tax resolution, accounting, bookkeeping, payroll, accounts payable, and financial advisory
services. The India team supports tax production and operations in coordination with BFG’s U.S.-based client-facing
and advisory professionals.
Position Summary
The Tax Team Manager will manage the day-to-day workflow, delivery, and performance of an assigned U.S. tax team.
This is a hands-on tax operations and people-management role requiring practical knowledge of U.S. individual and
business taxation, along with experience assigning work, reviewing deliverables, monitoring deadlines, coaching team
members, and escalating complex matters appropriately.
The role focuses on managing the existing team and ensuring accurate, timely, and consistent delivery. It is not limited
to preparing tax returns and does not require executive-level ownership of the entire department.
Key Responsibilities
1. Team Leadership & Performance
•Manage, guide, and support tax associates, senior tax professionals, and other assigned team members.
•Set clear expectations for work quality, deadlines, documentation, communication, and accountability.
•Provide regular feedback, coaching, and support to identify training needs and improve performance.
•Coordinate with the Delivery & Operations Manager on staffing, performance concerns, and operational
requirements.
2. Workflow & Project Management
•Monitor the status of assigned tax projects from intake and preparation through review, e-filing, delivery, and follow-
up.
•Assign work based on employee capability, workload, complexity, and deadlines.
•Track project status, internal due dates, dependencies, pending client information, and overdue tasks.
•Identify workflow bottlenecks early, redistribute work when required, and escalate deadline risks promptly.
•Ensure tax workflow and project-management systems are kept accurate and up to date.
3. U.S. Business & Individual Tax Operations
•Oversee preparation and review workflows for individual tax returns, primarily Form 1040, and business tax returns
including Forms 1065, 1120S, and 1120.
•Review routine returns or coordinate reviews in line with BFG procedures and the team member’s level of
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
