Tax Department Head

This is a remote position.

Business Financial Group (BFG) is a U.S.-based accounting tax and financial services organization serving businesses and individuals across the United States.

BFG provides services including business and individual tax preparation proactive tax planning IRS and state tax resolution accounting and bookkeeping payroll accounts payable and financial advisory services.

Our India team serves as a centralized production and operational support center working with BFGs U.S.-based client-facing and advisory professionals.

As BFG continues to grow we are seeking an experienced Tax Department Head to lead and develop our tax operations.

The Tax Department Head is responsible for the overall management organization timely delivery and performance of BFGs Tax Department.

This is primarily a tax operations and people-management leadership position supported by strong practical knowledge of U.S. taxation.

The successful candidate must be capable of managing multiple tax projects simultaneously assigning and monitoring work supervising tax professionals managing deadlines identifying bottlenecks maintaining accountability and ensuring that tax projects move efficiently from intake through preparation review e-filing delivery and post-delivery follow-up.

The Tax Department Head should have strong working knowledge of both U.S. business and individual taxation and sufficient knowledge of tax planning and tax resolution to manage these service areas and recognize when matters require escalation to senior technical professionals.

The position is not intended for someone whose experience is limited primarily to preparing tax returns. The successful candidate must demonstrate strong project management people management delegation communication and leadership capabilities.

Lead the day-to-day operations of BFGs Tax Department.

Manage supervise coach and develop tax team members.

Establish clear expectations regarding assignments deadlines quality communication documentation and accountability.

Conduct regular tax department meetings and individual follow-up meetings as necessary.

Identify performance problems workload issues training requirements and resource constraints before they affect client delivery.

Create a professional environment that encourages accountability teamwork continuous learning and timely communication.

Work closely with the Delivery & Operations Manager regarding staffing capacity performance and operational improvements.

Own and manage the overall tax project pipeline.

Maintain clear visibility into all active tax projects and their current status.

Ensure projects move systematically through appropriate workflow stages: Not Started Scheduled In Progress Waiting on Client Under Review Rework Required Ready for E-filing Ready for Closing Delivered Dormant and post-delivery follow-up when applicable.

Monitor project deadlines aging bottlenecks dependencies and overdue tasks.

Ensure every active project has a clearly identified owner current status next action responsible team member internal due date client/government deadline and escalation path when necessary.

Use BFGs project-management and tax workflow systems consistently and ensure that team members maintain accurate project information.

Assign tax projects based on employee experience technical competency workload deadlines and project complexity.

Monitor staff capacity and redistribute work when necessary.

Prevent individual employees from becoming overloaded while other team members have available capacity.

Identify seasonal staffing requirements and communicate resource needs to management in advance.

Develop a scalable tax production structure as BFGs client base and tax volume increase.

Provide operational and technical oversight for U.S. business tax engagements including Form 1120S - S Corporations Form 1065 - Partnerships Form 1120 - C Corporations related state business tax returns business extensions estimated tax calculations and related tax compliance matters.

Review or supervise the review of routine business tax returns depending upon complexity and BFGs review procedures.

Identify complex technical matters requiring escalation to a CPA Advisor EA senior tax professional or other appropriate specialist.

Oversee the preparation and delivery of U.S. individual income tax returns primarily Form 1040 and related federal and state filings.

Manage individual tax return workflow during tax season.

Ensure extensions estimated payments missing information review requirements e-filing and delivery requirements are properly tracked.

Maintain appropriate controls over high-volume tax-season production without compromising quality or client service.

Manage the operational workflow for BFGs tax-planning engagements.

Possess sufficient U.S. tax knowledge to understand common planning opportunities coordinate planning projects supervise supporting work and recognize matters requiring senior technical review.

Coordinate with BFGs CPA Advisors and other tax specialists on complex planning engagements.

Ensure planning recommendations calculations implementation items and follow-up responsibilities are properly documented and tracked.

Oversee the operational management of federal and state tax-resolution engagements.

Understand the general processes associated with tax notices prior-year compliance issues payment arrangements IRS/state correspondence and common tax-resolution engagements.

Ensure cases are properly assigned deadlines and correspondence are tracked client documents are obtained and appropriate technical professionals are involved.

Escalate complex representation and resolution matters to appropriately qualified professionals.

Work closely with BFGs QA function to ensure established tax quality-control procedures are followed.

Maintain clear separation of accountability: the Tax Department Head owns tax delivery and departmental performance while the QA function independently supports quality assurance and process compliance.

Ensure review comments and rework items are assigned and completed promptly.

Analyze recurring errors and develop training or process improvements to reduce future occurrences.

Supervise Client Tax Leads and ensure client portfolios are appropriately distributed.

Monitor the size and complexity of each Client Tax Leads portfolio.

Ensure Client Tax Leads maintain proper communication project follow-up documentation and escalation.

Manage the tax delivery system and the people responsible for client portfolios rather than personally managing a large portfolio of clients.

Maintain departmental visibility over important federal state and internal tax deadlines.

Develop procedures to identify approaching deadlines well in advance.

Ensure extensions are prepared when appropriate and that estimated payments and other time-sensitive items are properly communicated and tracked.

Immediately escalate significant deadline risks to the Delivery & Operations Manager.

Continuously evaluate tax workflows and identify opportunities for improvement.

Develop and maintain tax department SOPs checklists workflow standards and documentation requirements.

Help BFG use automation AI tax technology and project-management systems to increase productivity while maintaining appropriate professional review and controls.

Participate in the development of dashboards and management reporting for tax operations.

6 years of relevant U.S. tax experience

Significant practical experience with U.S. individual and business taxation

Experience preparing and/or reviewing FormsS 1065 and preferably 1120

Previous experience supervising or managing tax professionals

Demonstrated experience managing multiple projects and deadlines simultaneously

Experience assigning work and monitoring staff capacity

Experience reviewing employee performance and providing coaching

Experience working within a tax practice accounting firm CPA firm EA practice or similar professional-services environment

Strong familiarity with tax workflow and project-management processes

Enrolled Agent (EA)

CPA or CPA-track professional

CA/CA Inter with substantial U.S. tax experience

Masters degree or advanced qualification in accounting taxation finance or related field

Experience with Drake Tax or similar professional U.S. tax software

Experience managing offshore or distributed tax teams

Experience with tax planning and/or tax resolution

Experience with project-management and workflow-management systems

Professional credentials are preferred but are not mandatory if the candidate demonstrates strong U.S. tax knowledge and exceptional tax operations and people-management capabilities.

Project Management: Ability to manage a large number of simultaneous tax projects priorities deadlines dependencies and team assignments.

People Management: Ability to lead coach delegate hold team members accountable resolve performance issues and develop employees.

Organization: Ability to maintain control of a complex workflow without allowing projects or client commitments to fall through the cracks.

U.S. Tax Knowledge: Strong practical understanding of individual and business taxation with sufficient breadth to supervise a professional tax department.

Judgment & Escalation: Ability to distinguish routine matters from issues requiring senior technical review.

Communication: Clear written and verbal communication with team members managers U.S.-based professionals and when appropriate clients.

Accountability: Strong ownership mentality. The Department Head is expected to identify problems early and drive them toward resolution rather than waiting for management intervention.

Technology: Comfortable learning and using tax software project-management platforms dashboards AI-enabled tools and other technology used by a modern tax practice.

Tax projects are completed accurately and on time.

Management has clear visibility into the status of every significant tax project.

Work is appropriately distributed across the team.

Bottlenecks and deadline risks are identified early.

Client Tax Leads and Tax Associates understand their responsibilities.

Team members are held accountable for commitments and deadlines.

Rework and recurring errors decline.

Tax department SOPs are consistently followed.

Complex technical matters are escalated appropriately.

The department can absorb additional clients without creating operational chaos.

BFGs tax operation becomes increasingly systematic measurable and scalable.

This position should not be viewed simply as a promotion from Tax Preparer to Senior Tax Preparer.

It is a department-management position.

A technically excellent tax professional who prefers to focus primarily on preparing returns may not be the right candidate.

We are particularly interested in professionals who enjoy:

Organizing people and projects

Managing deadlines

Building systems

Delegating work

Coaching team members

Solving workflow problems

Improving processes

Taking responsibility for departmental results

The ideal candidate combines sufficient U.S. tax expertise with the ability to lead people and manage a growing tax operation.

CEO

Delivery & Operations Manager

Tax Department Head

Client Tax Leads / Senior Tax Professionals

Tax Associates / Tax Preparers

The Tax Department Head will also work closely with BFGs QA Manager CPA Advisors Client Management Team and other service departments.

BFG is building a scalable tax and accounting organization rather than a practice dependent on individual employees keeping projects in their heads.