Job description

Job Role: US Taxation Practice Lead

Experience: 10+ Years

Location: Ahmedabad

Qualifications:

Enrolled Agent, US CPA, CA, or another relevant professional qualification

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 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.

Roles and 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 qualitycontrol 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 issueresolution 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 organisation’s 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.