About this role
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com.
EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.
• Review of annual premium tax returns, estimates and other miscellaneous filings for US based entities. • Review of monthly reconciliations and journal entries • Performing a review of filings prepared by other team members for accuracy, completeness and technical proficiency. • E filings of returns via OPTins and making the required payment to the state authority. • Performing transaction testing for five different types of transactions – New Business, Renewal, Reinstatement, Cancellation and Endorsement, while using required applications. • Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client. • Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and S. Corporation using software's like Go System, OneSource etc. • Creating e-file XMLs of returns on platforms/software/applications approved by Internal Revenue Services (IRS). • Perform Research on the open items and resolve them in timely manner. • Assist team to prepare internal reports, provide support in Audits and report deficiencies to offshore team. • Provide support to onshore team with tax audits as they arise • Co-ordinate within the team for training, resolving complex issues, seeking advice etc. • Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement • Must have worked on any of the ERP preferably Workday and Blackline
• Review of annual premium tax returns, estimates and other miscellaneous filings for US based entities. • Review of monthly reconciliations and journal entries • Performing a review of filings prepared by other team members for accuracy, completeness and technical proficiency. • E filings of returns via OPTins and making the required payment to the state authority. • Performing transaction testing for five different types of transactions – New Business, Renewal, Reinstatement, Cancellation and Endorsement, while using required applications. • Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client. • Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and S. Corporation using software's like Go System, OneSource etc. • Creating e-file XMLs of returns on platforms/software/applications approved by Internal Revenue Services (IRS). • Perform Research on the open items and resolve them in timely manner. • Assist team to prepare internal reports, provide support in Audits and report deficiencies to offshore team. • Provide support to onshore team with tax audits as they arise • Co-ordinate within the team for training, resolving complex issues, seeking advice etc. • Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement • Must have worked on any of the ERP preferably Workday and Blackline
• B. Com / M. Com / MBA / Bachelor’s Degree in Finance or Accounting is required. Indirect tax experience is necessary. • Minimum 6+ years of work experience in the technical fields as listed in this JD. • Advanced skills in MS Office, MS Excel, MS Word • Accounting System or ERP, Web based applications, Workday • Tax tools Premium Pro, Optins, One Source, AMsuite, GoRS, Accessory Manager, eWorkpapers etc • Knowledge of tax websites for payments • Excellent oral/written communication skills. • Excellent organization and time management skills • Excellent analytical skills and competent at logical reasoning • Must be a self-starter, detail oriented with the ability to meet deadlines under pressure • Self-disciplined and result oriented • Demonstrate attention to detail in a fast-paced work environment – especially during processing • Ability to work effectively as part of a team • Strong analytical skills Understanding of Premium Tax. • Knowledge of Tax payments and State Notice management, E filings of returns via OPTins • Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client • Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and S. Corporation • Process flows, Documentation and preparation of SOPs • Ability to support Internal and external tax audits