About this role
Job Requirements Education/ Qualification
• Mandatory 10 + years of experience in US Taxation and tax client management. • Bachelor’s degree in accounting/ finance and Qualified MBA Finance (CPA or EA Certification is an added advantage) Relevant Experience
• Relevant experience in US Taxation with good knowledge on review of Corporate Tax – Federal and State returns is mandatory. Experienced mainly of Form 1120, 1065, International filings and state tax forms. • Proficiency in Tax concepts like Tax Depreciation, Tax Basis Calculations, W8/ W9 review, understanding Organisational charts, PFIC statements and K1 reviews. • Hands on experience on One Source and Gosystems generated reports and returns. • Familiarity with Tax research and ability to respond for Tax notices.
Roles and Responsibilities
• Lead, review and provide technical oversight on U.S. tax engagements across Corporate, Partnerships. Real Estate and International Tax Returns. • Knowledge of REIT filings and REIT concepts, FATCA/ CRS filing obligations, Financial Services and Asset Management sector including Private Equity, Hedge Funds, and Real Estate Investment, and understanding PFIC Statements would be a plus. • Very good knowledge and ability to review Partnership and Corporate Tax returns mainly Form 1120 and 1065 is a must. • Manage workflow, delegate and review tasks, and ensure quality and timeliness of deliverables. • Good knowledge of K1s and understanding of M1 calculations and ability to read tax reports from tax software. • Provide both leadership (mentoring and coaching) and supervision to Tax Seniors and Staff.
• Ability to contact tax agencies and obtain tax information, resolve issues, and reconcile notices and assist with responding to federal and state tax compliance notices. • Assist with technical research supporting tax positions taken in tax filings, including drafting written memorandums. • Seeking to identify opportunities for continuous improvement and contribute towards implementing them. • Ability to build good relations with peers and other departments like Accounting, Audit and IT.
Preferred Skills
• Ability to work independently, under pressure and meet tight deliverable deadlines • Candidate must be able to review US tax compliance filings and maintain tax records to ensure accuracy and compliance. • Excellent analytical, technical, communication (oral and written) and problem-solving skills are required • Possess a strong work ethic, personal and professional integrity, a positive attitude and extremely strong organizational skills • Ability to quickly learn new systems and software • Strong attention to detail and organisational skills • Willingness to learn and adapt to evolving tax rules and processes • Candidate must be willing to relocate to Bangalore and work under Hybrid work setup.