About Credfino

Credfino provides accounting, tax, and back-office support to US CPA firms. We're building an AI-first operating model to make our teams faster, safer, and more capable, while helping our clients modernize their own processes.

Location & Working Hours

Location: Indore

Working Hours: 2:00 PM - 11:00 PM IST

Role Overview

We are looking for a technically strong US Tax Manager to lead complex US tax engagements, manage client relationships, and oversee a team of tax professionals supporting US-based CPA firms and their clients. The ideal candidate should have robust federal and state tax expertise, complex-return experience, leadership capabilities, and an AI-first mindset.

Key Responsibilities
Lead US tax preparation, review, compliance, and delivery for US-based CPA firms and their clients.
Manage, mentor, and review the work of tax preparers, seniors, associates, and reviewers.
Review federal and state returns, complex tax engagements, workpapers, supporting schedules, K-1s, basis,

depreciation, and tax adjustments.
Act as a key client contact, resolve technical issues, and maintain strong skilled relationships.
Manage workflows and deadlines while driving quality, process improvement, automation, and AI adoption.




Handle escalations and collaborate with US CPA firms and internal leadership.

Must Have
CA, EA, or Bachelor's/master's degree in accounting, Finance, or a related field.
5 -10 years of relevant experience in US taxation, preferably with US CPA firms or US tax clients.
Strong US federal and state tax knowledge with hands-on experience with Forms 1040, 1065, 1120, and 1120

S, including complex returns.
Experience with complex individual and business returns, including multi-state, partnership, S-Corporation, C

Corporation, real estate, K-1, basis, and depreciation matters.
Proven client handling, team management, leadership, and technical review experience.
Robust communication skills, technical mindset, ability to learn tax tools quickly, and AI-savviness.

Good to Have
Experience with 1041, 706, 709, 990, international/foreign reporting, and other specialized returns.
Experience with Drake, Lacerte, UltraTax, ProSeries, CCH Axcess, and tax research platforms.
Experience with tax planning, projections, advisory, automation, AI-enabled tax workflows, and offshore/remote tax delivery.

📌 Us Tax Manager Indore (India)
🏢 CredFino
📍 India