Job Purpose
The Tax Engagement Lead is the primary owner of the client tax compliance cycle and serves as the key liaison between clients and the preparation team. This role is responsible for leading the client through the tax preparation process, conducting high-level quality reviews of returns prepared by the Shared Service Center (SSC), and serving as the Signing Preparer. The Tax Engagement Lead ensures an exceptional client experience while maintaining accuracy, compliance, and timely filing of tax returns.
Key Responsibilities
Client Relationship & Communication
- Serve as the primary point of contact for clients throughout the tax engagement process.
-
Lead client kickoff meetings and draft review meetings to explain return outcomes, tax positions, and filing expectations.
-
Manage client correspondence and respond to questions regarding tax filings and related matters.
-
Oversee the collection of client source documents and ensure complete and accurate information is communicated to the production team.
-
Build and maintain strong client relationships through proactive communication and high-touch service.
Quality Control & Technical Review
- Perform detailed technical reviews of federal and state tax returns
-
Ensure workpapers are complete, accurate, and aligned with the client’s facts and circumstances.
-
Identify inconsistencies, risks, or potential red flags and resolve issues prior to client delivery.
-
Serve as the Signing Preparer and maintain professional accountability for return accuracy and compliance.
-
Maintain knowledge of current tax regulations and filing requirements.
Delivery Management & Workflow Coordination
- Manage workflow coordination between onshore teams and the India-based Shared Service Center.
-
Communicate expectations regarding complexity, timelines, and priorities to production teams.
-
Monitor return progress to ensure all internal and statutory deadlines are met.
-
Prepare final filing packages for clients including summaries of results, tax due or refund information, and e-file authorization instructions.
-
Support process improvements that enhance efficiency, quality, and client satisfaction.
Collaboration & Operational Support
- Partner with internal tax, accounting, and operations teams to ensure smooth client delivery.
-
Provide guidance and support to team members regarding technical or workflow-related questions.
-
Assist leadership in identifying workflow bottlenecks, operational risks, and quality improvement opportunities.
-
Contribute to maintaining high service standards and operational consistency across the tax department.
Competencies
Integrity
-
Acts as a role model for ethical behavior.
-
Resolves complex ethical dilemmas.
-
Provides guidance on ethical issues to colleagues.
Accountability
-
Oversees team projects and ensures accountability at all levels.
-
Takes responsibility for team performance and outcomes.
-
Coaches others in taking responsibility for their work.
Customer Focused
-
Builds and maintains strong relationships with key customers.
-
Anticipates customer needs and offers proactive solutions.
-
Leads initiatives to improve customer service practices.
Time Management / Organization
-
Plans and organizes team projects and resources.
-
Implements effective time management strategies for the team.
-
Anticipates and addresses potential scheduling conflicts.
Communication
-
Communicates complex ideas clearly and persuasively.
-
Manages difficult conversations with tact and diplomacy.
-
Coaches others on effective communication techniques.
Teamwork
-
Leads team projects and fosters a collaborative environment.
-
Mentors and supports team members to enhance performance.
-
Manages significant team conflicts effectively.
Self-Motivated
-
Inspires and motivates others to achieve high performance.
-
Takes on challenging projects and drives them to completion.
-
Leads initiatives to improve team or department performance.
Required Qualifications
- 2+ years of experience in US tax compliance and tax return review.
-
Strong technical knowledge of federal and state tax regulations.
-
Ability to perform detailed technical reviews and defend tax positions when necessary.
-
Strong communication and client relationship management skills with the ability to explain complex tax concepts clearly.
-
Experience managing multiple priorities and deadlines in a fast-paced environment.
Preferred Qualifications
-
Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
-
Active CPA or Enrolled Agent (EA) license strongly preferred. Must be in progress to be obtained within 12 months of hire
-
Experience working with offshore or Shared Service Center (SSC) tax production teams.
-
Experience in a public accounting, professional services, or client advisory environment.
-
Familiarity with tax workflow management systems and tax preparation software.
-
Experience reviewing complex individual and business tax returns.
-
Prior experience leading client-facing tax engagements or mentoring junior staff.
Performance Metrics
Return Accuracy & Quality
-
Measured by technical accuracy, reduction in filing errors, and quality review outcomes.
Client Satisfaction
-
Measured through client feedback, responsiveness, and overall client experience.
Timely Delivery
-
Measured by ability to meet internal production timelines and statutory filing deadlines.
Workflow Efficiency
-
Measured by effective coordination with the Shared Service Center and overall engagement throughput.
Operational Effectiveness
-
Measured by process improvement contributions, issue resolution, and maintenance of compliance standards.
Anderson Business Advisors is an award-winning workplace - voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
-
Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
-
Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
-
Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
-
Plan for the future with a 401(k) matching program
-
Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
-
Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check and drug screen are required for employment.
