
Senior Financial Services Taxation Specialist
16 hours ago
Job Opportunity:
We are seeking a highly experienced and skilled Taxation Manager to join our Financial Services team.
Key responsibilities include:
- Reviewing complex financial services client returns, including Hedge Funds, Private Equity and Fund of Funds, blocker corporation returns, and S-Corporation returns prepared by staff/seniors/supervisors.
- Assessing state returns for financial services clients.
- Identifying international filing requirements through org chart study and reviewing international tax returns.
- Providing training and feedback on concepts and technology to existing/new joiners.
- SUPERVISING kick-off calls to understand clients, regular connects with US counterparts, and intervening in budget conflicts, resource scheduling conflicts, etc.
- Guiding staff/seniors on potential tax adjustments due to tax law changes and e-filing validations.
- Other responsibilities include recruitment, training, performance evaluation, mentoring team members, facilitating trainings, and developing training materials for technical topics.
The ideal candidate will possess:
- Qualified Chartered Accountant, Certified Public Accountant (US), IRS Enrolled Agent certifications.
- Experience in detail review of tax returns.
- Knowledge of CCh Axcess Tax, Gofile room, Case ware software.
- A minimum of 8+ years of relevant experience with major experience into Financial Services Returns.
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