
Financial Services Tax Professional
10 hours ago
The ideal candidate will possess a Chartered Accountant certification, with experience in financial services taxation, encompassing Hedge Funds, Private Equity, and Fund of Funds. This role demands an in-depth understanding of US tax laws and regulations, as well as proficiency in tax software such as CCH Axcess Tax, GoFile Room, and CaseWare.
- Key Responsibilities:
- Conduct detailed reviews of complex financial services client returns, including blocker corporation returns and S-Corporation returns.
- Review state returns for financial services clients.
- Identify international filing requirements through org chart studies and review international tax returns.
- Train and supervise staff on tax concepts, technology, and provide timely feedback.
- Supervise kick-off calls to understand clients, intervene in budget conflicts, and ensure resource scheduling conflicts are resolved.
- Guide staff on potential tax adjustments due to tax law changes and e-filing validations.
- Recruit, train, and mentor team members.
- Facilitate trainings and develop training materials for technical topics.
- Ability to conduct independent tax research.
- Excellent communication and interpersonal skills.
- Fluency in English (written and spoken).
- Quick learner with a positive demeanor and a team player.
- Able to work long hours during busy season times and meet deadlines.
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