
Financial Services Tax Specialist
11 hours ago
Job Summary:
Key Responsibilities:- Tax Return Preparation and Review: Prepare and review complex financial services client tax returns, focusing on hedge funds, private equity, and fund of funds.
- Detailed State Tax Return Review: Conduct a thorough review of state tax returns for financial services clients.
- International Filing Requirements Analysis: Identify international filing requirements by analyzing organizational charts and reviewing international tax returns.
- Training and Feedback Provision: Train new joiners on concepts and technology, providing timely feedback on project reviews.
- Supervision and Guidance: Supervise kick-off calls, intervene in budget conflicts, and guide staff on potential tax adjustments due to law changes.
Experience Required:
- Independent Tax Research Skills: Ability to conduct independent tax research in unforeseen scenarios.
- Effective Communication: Good communication skills with fluency in English (written and spoken).
- Adaptability and Teamwork: Quick learner, enthusiastic, positive demeanor, and a team player with the ability to work long hours during busy seasons.
- Time Management Efficiency: Meet deadlines and work efficiently based on project urgency.
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