Senior US Tax Reviewer / Manager (L4)

Senior US Tax Reviewer / Manager (L4)  

Location  

New Delhi, India 

Employment Type  

Full-time 

Experience  

5+ years in US Taxation, with significant experience in review, client management, and team leadership  

CTC  

INR 12-18 LPA based on experience 

About the Role  

We are hiring a Senior US Tax Reviewer / Manager  to lead end-to-end delivery, quality, and client ownership  for complex US tax engagements. This role is accountable for technical sign-off, client advisory, commercial discipline, and people development  across L1, L2, and L3 teams. 

Key Responsibilities  

Client Allocation & Team Leadership (L2 Teams)  

• Allocate clients and engagements across L1, L2, L3 preparers / reviewers 
• Define delivery strategies for complex and high-risk clients 
• Balance workloads and optimize team capacity 
• Act as escalation point for complex technical and delivery matters 
• Ensure predictable delivery cycles with zero execution failures 

End-to-End Review & Quality Sign-Off  

• Review complex US tax returns, compliances, and advisory outputs prepared by L2 & L3 teams 
• Validate tax positions, assumptions, judgments, and disclosures 
• Ensure all files are fully defensible  for audit and regulatory scrutiny 
• Perform final internal sign-off before escalation to Vertical Head / Partner 
• Own technical correctness and quality outcomes 

Client Communication, Onboarding & Advisory  

• Act as the primary client-facing authority  for complex engagements 
• Lead onboarding for new and high-value clients 
• Handle advanced client discussions, expectations, and risk positioning 
• Drive advisory conversations and identify advisory opportunities 
• Obtain final client authorizations prior to filing 

Commercial Ownership, Invoicing & AR Control  

• Approve invoicing and pricing inputs for assigned client portfolio 
• Track AR and collections across portfolio 
• Personally intervene in high-risk or delayed collections 
• Coordinate with Finance on escalations and revenue realization 
• Ensure zero revenue leakage and disciplined AR aging 

Team Development, Training & Retention (L1, L2 & L3)  

• Conduct advanced technical training 
• Mentor L1, L2 and L3 team members 
• Support performance reviews and growth planning 
• Proactively address retention risks 
• Build a strong internal promotion pipeline 

Business Growth, Upsell & Strategic Contribution  

• Identify upsell opportunities within existing client base 
• Support BD discussions with technical inputs 
• Explore new service lines and client segments 
• Contribute strategic ideas to leadership 
• Support scalable growth initiatives 

Key Performance Expectations  

• ≥ 99.5% technical accuracy 
• Zero post-filing errors 
• Client satisfaction ≥ 9/10 
• ≥ 97% collection rate across portfolio 
• Zero audit observations due to process failures 
• Stable team retention and strong leadership pipeline 
• Predictable delivery with zero execution escalations 

Career Progression  

This role offers progression into Vertical Head / Director-level positions , with expanded ownership across revenue, clients, and firm strategy. 

Required Skills & Qualifications  

Technical  

• Qualified CPA/EA 
• Deep expertise in advanced US individual, business and corporate taxation  
• Strong review and sign-off experience on complex returns and advisory matters 
• Hands-on experience with US tax software (UltraTax, Lacerte, ProSeries, Drake, etc.) 
• Strong understanding of federal and state regulations 

Leadership & Behavioral  

• Proven team leadership and mentoring experience 
• Strong client-handling and advisory presence 
• Commercial awareness and AR discipline 
• High judgment, ownership mindset, and decision-making ability 
• Ability to operate independently with minimal supervision 

Why Join Us  

• Ownership-driven leadership role 
• Clear authority over quality, delivery, and clients 
• Exposure to complex advisory and high-value clients 
• Performance-linked growth into senior leadership roles