Logo for Business Financial Group

U.S. Tax & Accounting Manager

Role overview

Qualifications

  • Bachelor's Degree in Accounting, Finance, Commerce, or related field
  • 5+ years of U.S. tax and accounting experience
  • Experience working with an India-based outsourcing firm or with multiple U.S. CPA firms
  • Strong General Ledger knowledge

Responsibilities

  • Oversee client accounting and tax engagements
  • Review monthly and year-end bookkeeping engagements
  • Identify proactive tax-saving opportunities for business owners
  • Review work prepared by junior accountants and tax preparers

About the company

Business Financial Group logo

Business Financial Group

Accounting

Providing accounting, payroll, tax preparation, tax planning for the technically adept micro and small business owners and independent contractors.

Company details

Company typeTPE
IndustryAccounting
Company size11 - 50

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

This is a remote position.

Location

India (Remote)

Company

Business Financial Group (BFG)

About BFG

Business Financial Group (BFG) is a U.S.-based accounting, tax, and advisory firm serving small and medium-sized businesses across the United States. We provide accounting, payroll, tax preparation, tax planning, tax resolution, and CFO advisory services.

Our mission is to become the most trusted financial partner for small business owners by combining U.S. CPA leadership with highly skilled accounting and tax professionals based in India.

We are seeking a highly practical and experienced U.S. Tax & Accounting Manager who has worked with multiple U.S. CPA firms or through an offshore accounting/tax outsourcing organization serving numerous U.S. CPA firm clients.

This is a hands-on management role, not a purely compliance-focused tax position.


Working Hours: 

Monday through Friday, 1:30 PM to 10:30 PM (IST) (One hour break from 5:30 PM to 6:30 PM IST).


Home Office Requirements

To ensure productivity and uninterrupted work, candidates must have:

  • A dedicated, quiet, and distraction-free workspace

  • A laptop with dual monitors

  • High-speed internet with minimum speeds of:

  • Backup internet solution (e.g., mobile hotspot or alternate broadband)

  • Reliable power supply with a backup source (e.g., inverter or UPS)

  • Noise-cancelling headset for virtual meetings.


Position Summary

The U.S. Tax & Accounting Manager will oversee client accounting and tax engagements, mentor junior team members, review work quality, assist with tax planning and tax resolution projects, and serve as a technical resource for the accounting and tax team.

The ideal candidate has experience working with multiple U.S. businesses across various industries and understands how accounting, payroll, sales tax, tax planning, and tax preparation work together.


Key Responsibilities

Accounting & Financial Review

  • Review monthly and year-end bookkeeping engagements

  • Review reconciliations including bank, credit card, loan, payroll, and balance sheet accounts

  • Review financial statements and identify inconsistencies or unusual transactions

  • Assist with cleanup and catch-up bookkeeping projects

  • Guide staff in maintaining accurate General Ledger records

  • Review adjusting journal entries and year-end accounting adjustments

Tax Preparation & Review

  • Prepare and review:

    • Form 1040

    • Form 1040NR

    • Form 1065

    • Form 1120

    • Form 1120S

    • State tax returns

  • Review workpapers and supporting schedules

  • Identify tax risks, omissions, and planning opportunities

  • Assist with complex business and individual tax engagements

Tax Planning

  • Identify proactive tax-saving opportunities for business owners

  • Assist with entity selection and restructuring discussions

  • Support quarterly tax planning engagements

  • Analyze compensation structures, shareholder distributions, and estimated tax strategies

  • Assist clients with year-end tax minimization planning

Tax Resolution

  • Review IRS notices and correspondence

  • Assist with transcript analysis

  • Support installment agreements and compliance projects

  • Help gather documentation for tax resolution cases

  • Coordinate with senior tax professionals on complex IRS matters

Team Leadership & Mentoring

  • Review work prepared by junior accountants and tax preparers

  • Provide constructive feedback and coaching

  • Assist in developing training materials and SOPs

  • Support technical growth of team members

  • Help develop future reviewers and senior staff

Project Management

  • Manage multiple client engagements simultaneously

  • Monitor project deadlines and workflow progress

  • Coordinate work among accounting and tax team members

  • Escalate issues proactively

  • Ensure timely and accurate client deliverables



Requirements

Required Qualifications

Education

  • Bachelor's Degree in Accounting, Finance, Commerce, or related field

Professional Credentials (Preferred)

  • EA (Enrolled Agent)

  • CPA Candidate

  • CA Inter / CA

  • U.S. Tax Certifications

Experience

  • 5+ years of U.S. tax and accounting experience

  • Experience working with an India-based outsourcing firm supporting multiple U.S. CPA firms OR direct experience with multiple U.S. CPA firms

  • Experience handling multiple client engagements simultaneously

  • Experience reviewing staff work




Required Technical Skills

Accounting

  • Strong General Ledger knowledge

  • Financial statement review

  • Reconciliations

  • Adjusting journal entries

  • Year-end cleanup work

Tax

  • Individual Tax Returns (1040)

  • Business Tax Returns (1065, 1120, 1120S)

  • Multi-state tax concepts

  • Tax research

  • Tax planning fundamentals

Tax Resolution

  • IRS notices

  • IRS transcripts

  • Compliance projects

  • Installment agreement knowledge preferred

Software

  • QuickBooks Online

  • QuickBooks Desktop

  • Xero

  • Drake Tax, CCH, UltraTax, Lacerte, ProConnect, or similar software

  • Microsoft Excel (Intermediate to Advanced)




Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Accountant - Tax Related jobs

Other jobs at Business Financial Group

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.