Define and execute the global strategy for the US Tax business unit in alignment with the company's objectives and growth plans.
Collaborate with Pre-Sales, Business Development, Talent Acquisition, HR, Content, and Marketing teams to support business development, resource planning, client acquisition, client retention, and revenue growth.
Review US corporate and individual tax returns and related forms, guide the team, and ensure consistent, high-quality service delivery.
Establish and maintain standardized processes, methodologies, and quality control frameworks across delivery centres.
Ensure US tax services comply with applicable regulatory requirements and meet client expectations.
Optimize resource allocation, team utilization, productivity, operational efficiency, and profitability.
Manage client engagements, ensuring effective communication, risk management, and timely delivery.
Act as the primary escalation point for client issues and ensure their timely resolution and high client satisfaction.
Manage client relationships through regular feedback calls, client visits, onboarding support, and identification of cross-selling opportunities.
Own the P&L of the US Tax business unit, driving revenue growth, cost optimization, operational efficiency, and profitability.
Oversee the preparation of proposals, presentations, marketing collateral, blogs, and white papers to showcase the business unit's capabilities and industry expertise.
Recruit, mentor, and develop a high-performing US Tax team while implementing effective talent acquisition and retention strategies.
Establish team KPIs, monitor performance, and provide management reports and MIS to senior leadership.
Develop training materials and conduct sessions on US tax updates, regulatory changes, and tax-related developments.
Track and submit monthly team productivity and CPE hours to HR.
Represent the company and business unit at approved industry events, webinars, and conferences.
Requirements
Strong expertise in US taxation, including the review of US corporate tax returns, individual tax returns, and related tax forms.
Demonstrated ability to lead and manage a US Tax business unit, including strategic planning, service delivery, and operational management.
Strong understanding of client engagement management, quality assurance, regulatory compliance, and risk management.
Experience managing P&L, revenue growth, resource utilization, productivity, and profitability.
Proven ability to manage client relationships, resolve escalations, support client onboarding, and identify cross-selling opportunities.
Strong leadership skills, with experience recruiting, mentoring, developing, and retaining tax professionals.
Ability to establish KPIs, monitor business performance, and prepare management reports and MIS for senior leadership.
Strong communication, stakeholder management, presentation, and business development skills.
Ability to collaborate with Pre-Sales, Business Development, HR, Talent Acquisition, Content, and Marketing teams.
Experience developing training materials and communicating US tax updates and regulatory changes to teams.
Ability to develop thought leadership content, including tax-related blogs, white papers, proposals, and presentations.
Strong focus on service quality, continuous improvement, client satisfaction, and business growth.
