Job Description

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.