Job Description
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
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
Apply for this Position
Ready to join ? Click the button below to submit your application.
Submit Application