U.S. Tax Manager — Lacerte, International Tax & IRS Resolution
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Job Description
- *U.S. Tax Manager — Lacerte, International Tax \& IRS Resolution**
- *Company:** SDG Accountant LLC / SDG Chartered Professional Accountants
- *Location:** India — fully remote
- *Job type:** Full\-time, long\-term
- *Salary:** ₹20,00,000–₹30,00,000 per Year in fixed gross salary
- *Experience:** Minimum 7 years of relevant U.S. tax experience
- *Working hours:** Monday–Friday, 9:00 a.m.–6:00 p.m. U.S. Eastern Time — mandatory
- *About SDG**
SDG is a U.S.–Canada cross\-border accounting practice serving individuals, business owners, investors, and clients with international tax obligations.
We are seeking an experienced U.S. Tax Manager to take ownership of complex individual tax returns, international information reporting, IRS resolution matters, and technical review.
This is a hands\-on management position. You will personally prepare complex returns, review team members’ work, communicate directly with clients, and help manage the team’s workload and deadlines. Strong technical judgment, clear communication, and the ability to work independently are essential.
- *Required qualifications**
- **Minimum 7 years of hands\-on U.S. tax experience**, including substantial preparation and review of complex individual returns and international reporting forms.
- **Active U.S. Enrolled Agent or active U.S. CPA credential.** Enrollment or licensure must be completed and verifiable; passing the examinations alone does not satisfy this requirement.
- **Recent, substantial Intuit Lacerte experience is mandatory**, including complex return preparation, diagnostics, carryovers, amendments, and review.
- Demonstrated experience supervising or mentoring preparers, reviewing work, and managing filing deadlines.
- Practical IRS resolution experience, including notices, transcript analysis, penalty\-abatement requests, and direct IRS communication.
- Excellent written and spoken English, with the ability to write concise client emails and explain technical matters clearly over telephone and video calls.
- Strong research skills and the ability to document conclusions using authoritative sources.
- Ability to independently progress files, identify missing information, and escalate complex matters with a researched recommendation.
- *Required technical experience**
Candidates must have practical preparation and review experience across the following areas:
- **Forms 1040 and 1040\-NR**, including **Schedule OI**, residency analysis, dual\-status considerations, and applicable treaty positions.
- **Form 1040 Schedule B:** interest, dividends, and foreign account/trust questions.
- **Form 1040 Schedule C:** self\-employment and sole\-proprietor income and expenses.
- **Form 1040 Schedule D and Form 8949:** capital gains and losses, basis adjustments, and investment transactions.
- **Form 1040 Schedule E:** rental properties, depreciation, passive activity limitations, and pass\-through income.
- **Form 5471:** foreign corporation reporting, filing categories, and applicable supporting schedules.
- **Form 8621 / PFIC reporting:** QEF and mark\-to\-market elections, excess\-distribution calculations, and supporting workpapers.
- **Form 3520:** foreign gifts and foreign trust reporting, including coordination with **Form 3520\-A**, where applicable.
- **Disregarded entities:** single\-member LLC reporting, foreign\-owned U.S. disregarded entities requiring **Form 5472 with a pro forma Form 1120**, and foreign disregarded entity/foreign branch reporting on **Form 8858**, as applicable.
- **Foreign tax credits and foreign asset reporting**, including Forms **1116, 8938**, and **FBAR/FinCEN Form 114**.
- Federal and state extensions, estimated payments, amended returns, and multistate individual filings.
You must be able to determine which filings apply, identify information gaps, reconcile supporting schedules, and explain the reasoning behind a tax position.
- *Responsibilities**
- Prepare complex U.S. individual returns and international information returns.
- Review returns and workpapers prepared by team members, providing clear, actionable review notes.
- Manage assigned files from initial document review through completion and filing coordination.
- Research technical issues and document conclusions, assumptions, and supporting authority.
- Review IRS and state notices, analyze transcripts, prepare responses, and track deadlines and follow\-up actions.
- Handle authorized IRS communications and support penalty\-abatement requests, payment arrangements, and other assigned resolution matters.
- Communicate directly with clients to obtain documents, clarify facts, explain tax issues, and provide progress updates.
- Assign work, mentor preparers, resolve technical questions, and improve preparation and review standards.
- Monitor workloads, budgets, turnaround times, and filing deadlines; identify potential delays early.
- Maintain accurate workflow records and comply with firm confidentiality, security, and remote\-access procedures.
- *Mandatory working hours**
You must work **9:00 a.m.–6:00 p.m. U.S. Eastern Time, Monday through Friday**, with a scheduled meal break. The schedule follows **New York time, including changes between EST and EDT**.
For India\-based applicants
- **During U.S. daylight saving time:** 6:30 p.m.–3:30 a.m. IST.
- **During U.S. standard time:** 7:30 p.m.–4:30 a.m. IST.
Consistent availability for this full shift is mandatory, including team meetings and scheduled client and IRS calls.
Additional hours and occasional weekend work are expected during peak filing periods. Peak\-season scheduling and compensation arrangements will be established in advance, subject to applicable requirements.
- *Remote\-work requirements**
- A quiet, professional workspace suitable for confidential telephone and video calls.
- Reliable high\-speed internet and backup connectivity/power arrangements.
- Ability to use the firm’s remote desktop, communication, workflow, and time\-tracking systems.
- Consistent responsiveness and reliable attendance during scheduled working hours.
- *Preferred experience**
- U.S.–Canada cross\-border taxation and treaty application.
- Prior tax manager, supervisor, or senior reviewer responsibilities.
- Experience working directly with U.S. CPA firms and U.S. clients.
- Big Four or midsize public accounting experience in a relevant U.S. tax practice.
- Advanced IRS collections, appeals, offers in compromise, or international information\-return penalty matters.
- *Compensation**
- *₹2,00,000–₹3,00,000 per month in fixed gross salary, equivalent to ₹24–36 lakh annually, before applicable employee deductions.**
Placement within the range will depend on technical assessment results, recent Lacerte experience, international reporting expertise, IRS resolution experience, and review and leadership capabilities.
The upper end is intended for candidates who can independently manage complex files, provide strong technical guidance, and communicate confidently with clients and the IRS.
Benefits and any additional peak\-season compensation arrangements will be specified separately in the offer.
- *How to apply**
Apply through Indeed with your résumé and answers to the following
- How many years of hands\-on U.S. tax experience do you have, and how many include reviewing or supervising others?
- Are you an active U.S. Enrolled Agent or U.S. CPA?
- How many years have you used Lacerte, and when did you last use it regularly?
- Which international forms listed above have you personally prepared and reviewed? Briefly describe your experience.
- Describe one IRS resolution matter you handled, your specific contribution, and the outcome. Do not include confidential client information.
- Can you consistently work **9:00 a.m.–6:00 p.m. U.S. Eastern Time**, including daylight saving changes and additional peak\-season hours?
- What is your location, notice period, earliest start date, and expected monthly gross salary in INR?
Shortlisted candidates will complete a technical interview, a paid practical assessment using sample tax information, and a written communication exercise. Professional credentials and references will be verified.
Pay: ₹1,700,000\.00 \- ₹2,500,000\.00 per year
Work Location: In person
Job Overview
- Job type
- Full-time
- Work mode
- Remote
- Location
- Anywhere in India
- Posted
- 1d ago
- Source
- Indeed