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Advanced Analyst
1 week ago
About Sax:
Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Mumbai, India, Parsippany, N.J., Pennington, N.J. and New York City-US , we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.
When you join Sax India LLP team, you will be at the heart of Sax critical mission to build a better working world by applying knowledge skills and experience in assisting clients in meeting their business purpose.
Job Description:
As an Advanced Analyst in Sax India LLP, the person supports in preparation of tax forms for US high net worth Individuals, Trusts and related tax forms.
Roles and Responsibilities:
- Develop brief understanding of day-to-day activities and transactions related to tax and tax accounting matters and make sure they are properly addressed.
- Assist in preparation of US High net worth Individual and Trusts tax compliance.
- Assist in preparation of various informational reporting such as 1099s, foreign reporting etc.
- Assisting in preparation of US Estate & Gift tax returns.
- Tax Payments – Prepare estimated and extension tax payments and manage tax payment process.
Requirements:
- Bachelor's / Master's degree in accounting or finance.
- Minimum one to three years of relevant work experience in US direct tax compliance handling US Individual & Trust compliance.
- Should understand Hedge fund K-1s, Publicly Traded Partnerships, ESBTs, 1099s, and other relevant forms.
- Strong communication skills both oral & writing.
- Strong computer skills including an intermediate knowledge of Excel, Word, and PowerPoint.
- Experience in working on CCH Tax software is an added advantage.
Skills and Expertise:
- Ability to work and plan effectively with minimal direction in ambiguous situations.
- Strong interpersonal skills with a focus on building high functioning teams.
- Able to articulate/position complex/critical challenges, issues, etc.
- The ability to prioritize when working on multiple complex projects.
- Strong influencing skills, and the confidence to question existing processes.
- Contributing to a positive team environment by demonstrating consistent commitment and optimism towards work challenges.
Sax India LLP is an equal-opportunity employer.
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