Position Summary The Individual Tax Delivery Lead will be based in India and will serve as the operational and execution leader for MYCPE ONE's offshore Individual Tax delivery team, supporting US individual tax compliance and planning engagements end to end. This individual will oversee day-to-day engagement execution, manage the offshore individual tax team, ensure technical quality and timely delivery, and work in close coordination with the US-based Onshore Tax Engagement Lead.

This is a full-time, salaried leadership position within MYCPE ONE. It does not carry responsibility for client acquisition or closing new CPA firm relationships. The focus is on operational excellence, execution, and delivery, working within engagements that the Onshore Tax Engagement Lead has already secured and scoped.

Key Responsibilities

Delivery Leadership

- Lead the offshore Individual Tax delivery team supporting US-based clients and CPA firms.
- Own end-to-end execution of assigned individual tax compliance and planning engagements.
- Ensure returns and workpapers are staffed, scheduled, and delivered on time, particularly around federal filing deadlines and extension cycles.
- Implement and maintain SOPs, review checklists, and delivery workflows for individual tax engagements.

Engagement Execution and Client Servicing

- Serve as a direct point of contact for end clients on day-to-day individual tax matters.
- Coordinate preparation of Form 1040 and related individual filings, including multi-state and part-year or non-resident returns.
- Respond to client requests for information and resolve routine client queries, including estimated payments and notice-related questions.
- Keep clients and the Onshore Tax Engagement Lead informed of engagement status and open items.

Technical Review and Quality

- Review individual tax returns, supporting workpapers, and calculations prepared by the offshore team.
- Apply and enforce IRS regulations, individual tax compliance requirements,



and firm methodology across engagements.
- Identify and resolve technical issues at the engagement level, escalating complex individual tax planning or controversy matters to the Onshore Tax Engagement Lead.
- Support quality control reviews and consistency of review standards across the individual tax team.

Onshore Coordination

- Work closely with the Onshore Tax Engagement Lead on engagement planning and scoping handed off from the US side.
- Provide regular status updates, capacity forecasts, and escalation of risks or delays, particularly during peak filing season.
- Align offshore execution with onshore expectations on quality, timelines, and client communication standards.

Team Management and Operations

- Manage, mentor, and develop offshore tax managers, seniors, and preparers focused on individual tax.
- Plan resource allocation and workload distribution across engagements, especially during tax season peaks.
- Monitor engagement metrics such as turnaround time, review points, and rework.
- Drive process improvements and standardization across the individual tax delivery team.
- Support recruiting, onboarding, and training of offshore individual tax staff.

Qualifications

Required

- CPA qualification (active US CPA license preferred) or Enrolled Agent (EA) credential; candidates with a completed CPA and strong US individual tax experience will also be considered.
- Active PTIN (Preparer Tax Identification Number) in good standing with the IRS.
- 12+ years of experience in US individual tax compliance, with a primary focus on Form 1040 preparation and review.




- Experience working within an offshore or global delivery team serving US CPA firms or US clients directly.
- Demonstrated experience managing execution and delivery of individual tax engagements, not limited to preparation or review of individual returns.
- Experience serving as a point of contact for end clients on individual tax matters.
- Experience working in close coordination with an onshore or US-based engagement lead or partner.
- Solid understanding of:
- Individual income tax compliance, including multi-state and non-resident filings
- Individual tax planning, including estimated payments and withholding
- IRS notices, correspondence, and basic resolution processes
- Experience supervising and developing individual tax teams.

Preferred

- Experience in a role dedicated to delivery and operations rather than business development.
- Experience with outsourced or offshored individual tax compliance services.
- Experience with high-net-worth individual clients.
- Experience with individual tax matters tied to pass-through entities, such as K-1 reporting.
- Experience with technology-enabled individual tax preparation and workflow tools.

Technical Skills Experience with one or more of the following:

- Thomson Reuters (UltraTax)
- CCH Axcess / ProSystem fx Tax
- Drake
- Lacerte
- Intuit ProConnect

What Success Looks Like Within the first year, the Individual Tax Delivery Lead will:

- Establish a reliable, well-run offshore delivery model for US individual tax engagements.
- Consistently meet filing deadlines and quality benchmarks, including through peak tax season.
- Build a strong, capable offshore individual tax team.
- Operate as a trusted operational counterpart to the Onshore Tax Engagement Lead.
- Maintain high client satisfaction on execution and responsiveness.
- Drive measurable improvements in delivery efficiency and process consistency.

📌 US Tax Manager (1040) (Ahmedabad)
🏢 Entigrity
📍 Ahmedabad