Karbon Card

5 days ago

Bengaluru, India Karbon Business Full time

What You Will Do:- We're looking for a licensed Certified Public Accountant (CPA) to lead AiA's US Tax Practice and collaborate with our product and engineering teams.- You'll manage client operations, define scalable processes, and provide continuous feedback to help shape our tax technology solutions. Key Responsibilities: Client Operations:- Lead and manage US tax preparation and filing for individuals and SMBs (1040, 1065, 1120S, etc.- Build and oversee SOPs, review workflows, and quality-check systems for tax accuracy and compliance.- Handle client onboarding, documentation, and compliance processes end-to-end. Leadership & Scaling:- Establish and scale AiA's US Taxation Division - including team structure, training, and process documentation.- Hire, mentor, and guide a team of tax preparers and associates.- Plan for seasonal workload spikes and build systems for client retention and service excellence. Product Collaboration:- Partner with product managers and engineers to translate CPA workflows into intuitive digital experiences.- Share insights from real-world client work to refine automation logic, test prototypes, and enhance user flows.- Contribute to development of features like form mapping (1040, K-1, W-2), data parsing, and compliance checks.- Identify automation and process-optimization opportunities to make tax prep faster and smarter.- Strategic Input.- Advise leadership on IRS compliance frameworks, e-file partnerships, and regulatory considerations.- Represent the voice of the customer within the product team - ensuring every enhancement solves a real CPA pain point. Requirements:- Active CPA license (mandatory).- 5-10 years of experience in US tax preparation and advisory for individuals and small businesses.- Proven experience managing 1040, 1065, and 1120S returns.- Hands-on experience with tax software such as Drake, Lacerte, UltraTax, or ProConnect.- Track record of leading teams or managing 80+ returns per year.- Excellent understanding of US tax laws, compliance, and client communication.- Strong problem-solving and analytical skills with a passion for efficiency and innovation. (ref:iimjobs.com)

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