
Senior Financial Services Tax Specialist
8 hours ago
Job Title: Senior Tax Professional
">- Conduct in-depth tax return reviews for financial services clients, focusing on hedge funds, private equity, and fund of funds.
- Review state tax returns for financial services clients and identify international filing requirements based on organizational structure.
- Train new team members on tax concepts, technology, and provide timely feedback to ensure seamless knowledge transfer.
- Supervise team members through regular calls, connections with US counterparts, and intervene in budget conflicts and resource scheduling issues.
- Guide staff on potential tax adjustments due to law changes and e-filing validations.
Required Skills and Qualifications:
- Strong tax research skills to handle complex scenarios.
- Excellent communication skills to effectively collaborate with the team.
- Fluency in English (written and spoken) to facilitate clear communication.
- Able to quickly learn new tax software to stay up-to-date with industry advancements.
- Team player with a positive demeanor to foster a collaborative work environment.
- Able to work long hours during peak seasons to meet deadlines.
- Meet deadlines and work under project urgency to deliver high-quality results.
- Multi-tasking and handling projects efficiently to maximize productivity.
- Effective training and supervising skills to develop staff capabilities.
Position Qualifications:
- Qualified Chartered Accountant, Certified Public Accountant (US), or IRS Enrolled Agent to demonstrate expertise in tax laws.
- Detailed review experience of tax returns to provide valuable insights.
- Knowledge of CCh Axcess Tax, Gofile room, and Case ware to leverage industry-standard tools.
- 8+ years of experience in financial services returns, with major experience in financial services returns.
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