U.S. Tax Engagement Manager / Tax Operations Manager

U.S. Tax Engagement Manager / Tax Operations Manager

Location: Philippines — Remote
Employment: Part-Time / Project-Based
Compensation: $5-10 USD/hour, depending on qualifications
Initial Workload: Approximately 5–15 hours/week
Start: Immediate

About the Opportunity

I am a U.S.-based entrepreneur seeking an experienced Tax Engagement Manager or Tax Operations Manager to coordinate multiple accounting, tax-planning, and financial advisory projects.

I have several business and personal tax matters that require organized financial information, qualified professional input, and disciplined implementation.

I already have general administrative and operational assistants.

I am not looking for another general virtual assistant or project manager.

I need someone who understands U.S. tax workflows, accounting engagements, professional responsibilities, and the coordination required to bring complex financial projects to completion.

Ideally, you have worked within a U.S. CPA firm, tax advisory firm, or professional accounting practice.

Primary Responsibilities

Tax Engagement Management

• Organize tax and accounting projects.
• Identify required financial records and documentation.
• Coordinate work between bookkeepers, accountants, tax advisers, and attorneys.
• Establish timelines and deliverables.
• Track tax-related deadlines.
• Identify missing information and unresolved questions.
• Monitor project progress and quality.
• Ensure completed work is documented and reviewed.

Specialist Sourcing & Coordination

• Identify the qualifications required for particular tax projects.
• Help source and evaluate appropriate specialists.
• Compare professional proposals and engagement scopes.
• Coordinate consultations and technical reviews.
• Track recommendations and implementation requirements.
• Identify overlapping responsibilities or gaps between advisers.
• Escalate important decisions to the business owner.

Tax Research & Technical Understanding

Maintain sufficient knowledge of U.S. tax matters to intelligently coordinate work involving:

• Individual and small-business taxation.
• Schedule C and business deductions.
• Estimated tax payments.
• Retirement contributions.
• LLC, S-Corp, and C-Corp structures.
• Tax-planning engagements.
• California tax issues.
• Specialized tax and legal advisory projects.

You are not expected to personally provide advanced tax or legal opinions outside your qualifications.

However, you must understand the subject matter well enough to recognize missing expertise, incomplete work, and important dependencies.

Project Ownership & Reporting

• Maintain a centralized project register.
• Assign and track action items.
• Coordinate administrative support.
• Produce concise weekly status reports.
• Identify stalled work and resolve operational obstacles.
• Present decisions requiring owner approval.
• Ensure approved recommendations are implemented correctly.

Success means completed, properly reviewed work—not simply meetings, spreadsheets, or task updates.

Required Qualifications

• At least 3 years of experience in a U.S. CPA firm, tax advisory firm, or U.S. tax operations environment.
• Familiarity with U.S. tax preparation and compliance workflows.
• Experience managing tax engagements, client deliverables, or accounting projects.
• Ability to coordinate multiple professionals.
• Strong documentation and organizational skills.
• Ability to identify missing information and project dependencies.
• Clear written English communication.
• Independent problem-solving and follow-through.

Preferred Qualifications

• Experience as a Tax Engagement Manager, Tax Operations Manager, Senior Tax Associate, or Tax Practice Manager.
• Accounting or taxation background.
• Familiarity with Form 1040, Schedule C, 1120-S, and 1065 workflows.
• Experience coordinating tax-planning engagements.
• Familiarity with California tax matters.
• Experience evaluating professional proposals.
• Experience supervising remote accounting teams.
• Familiarity with tax practice-management software.
• Experience using AI-assisted research and workflow tools responsibly.

Ideal Candidate

I am looking for someone who combines tax-domain understanding with strong project ownership.

You should be able to recognize when a tax project is missing important information, when a specialist is needed, and when a recommendation has not been properly implemented.

You should not require constant instructions or rely on the business owner to coordinate every professional.

Your responsibility is to make the tax project move forward intelligently and reliably.

Initial Project

The initial engagement will involve coordinating a set of current-year tax and financial projects, including:

• Financial reconstruction and tax-readiness work.
• Tax projections and planning.
• Retirement contribution analysis.
• Business entity comparisons.
• Coordination with specialized tax and legal advisers.
• Documentation of implementation requirements and deadlines.

Expected deliverables include a prioritized project plan, professional responsibility matrix, decision register, deadline tracker, and concise executive briefings.

Application Instructions — Read Carefully

Begin your application with the exact heading:

Tax Engagement — Application

Then provide:

1. Your résumé and experience working with U.S. tax or accounting firms.
2. Examples of tax engagements you personally coordinated.
3. Your understanding of U.S. tax preparation and planning workflows.
4. One example of a complex project you independently managed.
5. Your hourly rate and weekly availability.

Required Technical Question

Please answer in approximately 150–200 words:

*A U.S. entrepreneur needs to reconstruct financial records, determine current-year tax obligations, evaluate retirement contributions, and investigate a future business ownership structure.*

How would you organize the project, which specialists would you involve, what tasks could proceed in parallel, and which decisions would require professional review?

We are evaluating your understanding of tax workflows, project dependencies, and independent judgment.

Optional Video Introduction — Preferred

You may include a short 2–3 minute video describing your experience coordinating U.S. tax engagements and managing professional teams.

A simple recording is sufficient. Video is optional; equivalent written responses are welcome.

Selection Process

Shortlisted candidates may complete a paid project-management assessment involving fictional tax and accounting scenarios.

We evaluate tax-workflow understanding, professional coordination, prioritization, documentation, and independent execution.

Please do not submit confidential client records.

We are seeking someone who can intelligently manage complex tax engagements while minimizing the business owner's day-to-day involvement.