
Financial Services Taxation Specialist
1 day ago
The ideal candidate will possess extensive experience in financial services tax returns, specifically Hedge Funds, Private Equity, and Fund of Funds.
Key Responsibilities:
- Detailed review of complex client returns prepared by staff/senior/Supervisor.
- Review of State returns for the financial services clients.
- International filing requirement identification through org chart study and review of international tax returns.
- Training and supervising team members on concepts, technology, and timely feedback for each project reviewed.
- Kick-off calls with clients, regular connects with US counterparts, and intervention in budget conflicts and resource scheduling conflicts.
- Guiding staff/senior on potential tax adjustments due to tax law changes and e-filing validations.
- Recruitment, training, performance evaluation, mentoring, and enabling the team towards achieving organizational goals.
- Facilitating trainings and developing training materials for technical topics.
Requirements:
- Independent tax research skills in unseen tax scenarios.
- Good communication and English language skills (written and spoken).
- Quick learner, enthusiastic, positive demeanor, and a team player.
- Ability to work long hours during busy season times and meet deadlines based on project urgency.
- Multi-tasking and handling various projects simultaneously in an efficient manner.
Education and Experience:
- Qualified Chartered Accountant, Certified Public Accountant (US), IRS Enrolled Agent.
- Experience in detail review of tax returns.
- Knowledge of CCh Axcess Tax, Gofile room, Case ware.
- Relevant experience more than 8+ years with major experience into Financial Services Returns.
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