About this role
- Knowledge of Tax payments and State Notice management, E filings of returns via OPTins
- Logical data analysis to understand trends
- Preparation of withholding Tax Monthly/Quarterly/ Annually using software's like LT Tax, Tax Port.
- 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
- Ability to generate and pull specific reports from workday & upload Journals into workday
- Ability to manage multiple workday projects
- Prepare Withholding & SUT Tax Returns, support the team members in query resolution.
- Preparation of annual premium tax returns, estimates and other miscellaneous filings for US based entities.
- 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.
- Preparation of withholding Tax Monthly/Quarterly/ Annually using software's like LT Tax, Tax Port.
- 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.
- 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.
- Provide support in preparation of MBR/QBR’s.
- QCA for the purpose of feedback and audit
- Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
- Minimum of 3-5 years of experience working with Workday Finance modules
- Prior experience in implementing or supporting Workday Finance functionality is highly preferred
- Translating business needs into Workday configuration elements
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.