Job Title

Lead Canada Tax Operations

Department

Canada Tax

Job Summary

We are looking for a highly motivated Lead – Canada Tax to oversee the day-to-day operations of a tax preparation team. The role is responsible for ensuring timely delivery of tax returns, maintaining quality standards, optimizing team productivity, and driving continuous process improvements.

The Team

Lead will work closely with Managers, Reviewers, and Clients to ensure seamless execution during peak and off-peak tax seasons while maintaining compliance with Canadian tax regulations and organizational standards.

Key Responsibilities

Team Management & Supervision
Lead and supervise the day-to-day activities of the Canada Tax team.
Allocate tax returns and assignments based on complexity, skillset, and capacity.
Provide coaching, mentoring, and performance feedback to team members.
Monitor attendance, productivity, and work allocation to ensure optimal utilization.
Support team development through regular knowledge-sharing and training initiatives.

Tax Operations & Process Execution
Ensure timely preparation and completion of Canadian tax returns in accordance with client requirements.
Monitor workflow and ensure deliverables are completed within agreed turnaround times.




Identify process bottlenecks and recommend improvements to enhance productivity and quality.
Coordinate with Quality, Training, and Operations teams to implement process enhancements.

Performance Tracking & Reporting
Monitor daily, weekly, and monthly KPIs for the team.
Prepare utilization, productivity, quality, and operational performance reports.
Track budgeted hours versus actual hours and drive efficiency improvements.
Highlight operational risks and recommend corrective actions to management.

Stakeholder Coordination
Act as the primary liaison between the Canada Tax team, Managers, Quality Reviewers, and Clients.
Ensure timely communication of priorities, workload changes, and project updates.
Resolve operational issues proactively and escalate critical concerns when required.
Build and maintain robust relationships with internal and external stakeholders.

Compliance & Risk Management
Ensure adherence to Canadian tax guidelines, internal SOPs, and company policies.
Maintain confidentiality and security of client information.
Ensure compliance with quality standards and internal review requirements.
Identify potential operational and compliance risks and escalate appropriately.

📌 Canada Tax Operations Bengaluru
🏢 Sthirah
📍 Bengaluru