
Financial Services Taxation Expert
6 days ago
**Senior Taxation Specialist Position Available**
You will be a key member of our team responsible for leading and mentoring staff in the preparation and review of complex financial services client returns. This includes hedge funds, private equity, fund of funds, blocker corporation returns, and S-corporation returns prepared by staff/senior.
Key responsibilities will include:
- Preparation and review of detailed tax returns for financial services clients
- Review of state returns for financial services clients
- Identification of international filing requirements through organizational chart studies and review of international tax returns
- Training and supervising staff on tax concepts, technology, and providing feedback on project reviews
- Participation in kick-off calls to understand client needs and facilitate regular connections with US counterparts
- Guidance of staff on potential tax adjustments due to tax law changes and e-filing validations
- Recruitment, training, and evaluation of staff performance, as well as mentorship of team members
**Required Skills and Qualifications:**
- Proven ability to conduct independent tax research in unseen scenarios
- Excellent communication and interpersonal skills
- Fluency in English (written and spoken)
- Ability to learn new tax software quickly
- Strong problem-solving and analytical skills
- Experience in detailed review of tax returns
- Knowledge of CCH Axcess Tax, GoFile Room, CaseWare
- Relevant experience of more than 5 years in financial services returns
**Preferred Qualifications:**
- Qualified Chartered Accountant or Certified Public Accountant (US) or IRS Enrolled Agent
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