
Senior Financial Services Specialist
1 day ago
Job Overview
- The role of the Manager Financial Services entails overseeing the preparation and review of complex financial services client returns, including Hedge Funds, Private Equity, and Fund of Funds.
Key Responsibilities
- Conduct in-depth reviews of financial services client returns, focusing on blocker corporation returns and S-Corporation returns.
- Review state return submissions for financial services clients.
- Identify international filing requirements through organizational chart analysis and review international tax returns.
- Train new team members on key concepts, technology, and provide timely feedback.
- Lead kick-off calls to understand clients, facilitate regular connects with US counterparts, and intervene in budget conflicts and resource scheduling issues.
- Guide staff on potential tax adjustments due to law changes and e-filing validations.
- Recruit, train, evaluate performance, mentor, and maintain regular connections with US counterparts.
- Foster a team environment focused on achieving organizational objectives.
Requirements
- Qualified Chartered Accountant or Certified Public Accountant (US) certification.
- Experience in detailed review of tax returns.
- Proficiency in CCh Axcess Tax, Gofile room, Case ware software.
- Minimum 8 years of experience in financial services returns, with a focus on Financial Services Returns.
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