Ability to perform and review US tax returns for high-net-worth individuals, corporations, partnership firms and Trusts (Form 1040, 1120, 1065 1041) handled by executives and associates.
Monitor, document and apply any changes in tax rates, tax laws for US tax return preparation.
Responsible for Quality Assurance for projects handled by the team.
Ability to identify technical issues on the engagements and to present with the recommendations to the engagement team.
Coordinate with external auditors to facilitate the annual audit process related to tax matters.
Collaborate with cross-functional teams to gather relevant financial information and ensure accurate reporting.
Ability to manage the engagements and coach the team on technical concepts.
Acting as subject matter expert ( Go To Person) and be a conduit for knowledge sharing.
Actively participating in technical forums.
Develop content and help conduct training.
Ability to identify gaps, coach, mentor and develop technical skills for team members.
Contribution to the development and implementation of tax strategies to optimize the organization s tax position.
Build professional relationships with US engagement teams.
Skills/ Requirements
Strong accounting and tax knowledge.
Proven experience in tax compliance, planning and research.
In-depth knowledge of US tax laws, regulations, and reporting requirements.
Critical thinking and analytical skills.
Ability to manage multiple priorities and meet deadlines in fast-paced environment.
Aptitude for learning technology (proprietary tools)
Strong written and verbal English language communication skills.
A process-improvement and knowledge sharing mindset.
Execute effectively in cross-cultural business settings.
Experience working with an outsourcing work stream or in shared service environment required.
Strong proficiency with MS Office suite.
Professional Qualifications
3-5 years of preparation and review of US corporate, federal, and state tax returns.