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6 days ago
The ideal candidate will have a strong background in US taxation, with a focus on financial services returns. They should be able to review and analyze complex tax returns for hedge funds, private equity, and fund of funds.
Key Responsibilities:- Conduct detailed reviews of financial services client returns, including blocker corporation returns and S-Corporation returns.
- Identify international filing requirements by studying org charts and reviewing international tax returns.
- Develop and implement training programs for existing and new team members on concepts and technology, providing timely feedback on project reviews.
- Supervise kick-off calls, regular connects with US counterparts, and intervene in budget conflicts and resource scheduling issues.
- Guide staff and seniors on potential tax adjustments due to tax law changes and e-filing validations.
- Recruit, train, and evaluate team members, while facilitating trainings and developing training materials for technical topics.
- Qualified Chartered Accountant or Certified Public Accountant (US) certification.
- Experience in detail review of tax returns, specifically financial services returns.
- Knowledge of CCh Axcess Tax, Gofile room, and Case ware.
- At least 8 years of relevant experience in financial services returns, with major experience in financial services.
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