Key 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 quality-control procedures.

1. 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.

1. 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 issue-resolution 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.

1. 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 organisations 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.

1. Practice Building:

Develop scalable processes while remaining connected to day-to-day technical delivery. Create technical training, review manuals, checklists, templates, and knowledge resources.

StandardiZe 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.

Required 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.

Robust 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 with CCH Axcess, GoSystem, UltraTax, Lacerte, Drake, ProSeries, or comparable tax software.

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.

Work Arrangement

Ahmedabad location only.

Hybrid model with mandatory and regular attendance at the Ahmedabad office.

This is not a remote role; candidates outside Ahmedabad must be willing to relocate.

Flexibility during the US tax season is mandatory.

The role may require extended hours, adjusted shifts, US working-hour overlap, and occasional weekend work during peak periods.

Relevant experience in US Tax leadership is mandatory.

Job Location - Ahmedabad.

📌 US Tax Practice Lead role. (Ahmedabad)
🏢 Anlage Infotech
📍 Ahmedabad