Compliance Specialist jobs in United States, New York, New York

: Associate-National-SaT-SaT - TCF - Capital and Debt Advisory - Mumbai

SaT - TCF - Capital and Debt Advisory :

Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.

Technical Excellence

• Conducting in-depth financial analysis and identifying key areas of concern
• Developing tailored strategies to address financial and operational challenges
• Collaborating with stakeholders, including lenders, investors, and management, to facilitate negotiations
• Monitoring key performance indicators and reporting progress to clients and senior management
• Assisting in the preparation of improvement plans and business recovery models
• Drive PMO for fast-track strategy implementation

Qualification

• Educational qualifications: Chartered Accountant (CA) or Master of Business Administration (MBA) from a reputed institution
• Strong technical skills – Corporate Finance
• Strong analytical and problem-solving skills
• Proficient in excel business modelling, BI tools
• Excellent communication and stakeholder management abilities
• Ability to think and drive next steps
• Willingness to travel

Experience

• Experience: 3-6 years of relevant experience in corporate

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Insurance, and Real Estate, Hospitality and Construction

Your key responsibilities

You will manage all tax compliance and consulting projects for active business entities in a wide range of business sectors. You’ll work through all the tax reporting implications of the transaction including tracking purchase accounting, working with debt transactions, and modeling of cash taxes. You will spend your time supporting client engagements by coordinating day-to-day interactions with clients, reviewing staff work product, driving delivery of services to meet deadlines, developing internal team members, and managing engagement economics. You'll continuously build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations. In this role, you will also be tasked with identifying and resolving tax technical issues and sharing insights to improve our efficiency. In addition, you'll partner with other team members to help identify new opportunities for our clients across multiple service lines.

Skills and attributes for success

• Providing our clients with income tax advice and guidance tailored to their unique needs as an operating corporations or partnerships in various business sectors
• Learning and keeping up to date with ongoing trends and changes to legislation that will affect planning activities
• Managing high-performing teams and sharing your experience and knowledge of leading-practices
• Building relationships at all levels both internally and externally, promoting a culture of collaboration
• Preparing practical recommendations to some of our clients' most complex tax issues

To qualify for the role you must have

• A Bachelor's degree in Accounting or a graduate degree in Tax or Law and approximately five years of related work experience
• CPA certification or licensed attorney status
• A background in US federal and state income tax compliance and accounting across multiple industries and entity structures (corporate and / or partnership operating entity experience)
• Experience managing budgets and projects
• The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients' teams

Ideally, you will also have

• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Real Estate Tax Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of engaging colleagues, as well as plenty of opportunities to progress your career.

Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Your key responsibilities

There isn't an average day for a Real Estate Tax Manager – so you're likely to spend your time on a diverse array of tax consulting and compliance projects, responsibilities, and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights.
• Identifying potential opportunities and risks and communicating these to our clients.
• Learning and researching current market trends, to maintain your credibility as a trusted advisor
• Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry.
• Developing clear, intelligent plans and approaches to improve our clients' tax activities.
• Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs.
• Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential.

To qualify for the role you must have

• A bachelor's degree in Accounting, Finance, Business or a related discipline.
• CPA required, or be a member of a state bar.
• CPA required for advancement
• A minimum of 4 years relevant experience.
• Professional knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.
• Experience managing budgets, people and projects.
• A proven record of excellence in a professional services or tax organization.
• Technical writing and research experience in a tax context
• The ability to prioritize when working on multiple complex projects.
• Strong influencing skills, and the confidence to question existing processes.
• Willingness to travel as needed, and working in a balanced hybrid environment

What we look for
We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you.

Your key responsibilities

As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.

Skills and attributes for success

• Solid technical knowledge in the asset management tax area
• Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
• Build impactful relationships with new and existing clients and maintain relationship with firm leadership
• Create a positive and trusting environment where team members know each other and feel a part of their team
• Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
• Managing multiple work assignments and deadlines

To qualify for the role you must have

• A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
• CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
• A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
• Broad exposure to federal income taxation and exposure to state and local tax

Ideally, you'll also have

• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Demonstrated skills in the asset management tax area
• A thorough understanding of building client relationships