Seasonal Tax Delivery Manager, Individual Tax Services - Global Employer

About the role

The role is designed for an experienced tax professional who can quickly assume responsibility for complex client deliverables, manage competing deadlines, and support high-quality outcomes during peak season. Recruiting for this role will end on January 31, 2027. Remote opportunities available.

Responsibilities

• Own delivery for assigned client engagements from planning through completion of seasonal deliverables.
• Review complex individual and gift tax returns, workpapers, and related deliverables for accuracy and completeness.
• Track filing, review, and client milestones; identify risks early and escalate blockers.
• Resolve review notes and coordinate with specialists to meet agreed deadlines.
• Maintain clear communication with clients, advisors, engagement leaders, and team members.
• Manage team assignments, workload, and priorities during peak periods.
• Provide focused coaching and real-time feedback to tax professionals supporting assigned work.
• Monitor engagement scope, budgets, and open items, escalating issues that may affect delivery.
• Prepare clear handoff documentation and status updates for any work continuing beyond the seasonal assignment.

Skills

• Completion of assigned tax returns and deliverables by agreed deadlines.
• Timely resolution of review notes, client requests, and technical issues.
• High-quality, well-documented work requiring minimal rework.
• Early identification and escalation of delivery, staffing, or scope risks.
• Consistent visibility into engagement status, workload, and open items.
• Effective coordination across clients, advisors, specialists, and tax teams.

Qualifications

Required

• Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree
• 5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts
• Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns
• Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisors
• Ability to ramp up quickly and contribute effectively in a seasonal, deadline-driven environment
• Demonstrated ability to manage high-volume work while maintaining quality and attention to detail
• Availability to support peak-season deadlines and changing priorities
• Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
• One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; if not CPA eligible: Licensed Attorney; Enrolled Agent

Preferred

• Master's degree or equivalent in a related field.
• Experience serving high-net-worth individuals or private clients.
• Strong client communication and relationship-management skills.
• Experience leading, coaching, and developing tax professionals.
• Ability