Technical competency
- Sound knowledge in the taxation of U.S investment partnerships (Hedge fund and Private Equity space)
- Knowledge on securities analysis (like wash sale, short sales, dividend analysis etc.,)
- Partnership Tax allocations - Sound knowledge on aggregate allocations (Hedge funds) and tax waterfall, GP clawback (Private Equity)
- Review of Schedule K-1, Form 1065, various state returns and state withholding forms
- Review of Form 1042, 8804 and 8805 filings
- Knowledge on PFICs (Passive Foreign Investment Corporation), its reporting and various elections (QEF, MTM etc.,). Review of form 8621.
- Review of international forms like 5471 and 8865
FSO- Senior
Job purpose
Manager is primarily responsible for the planning of engagement(s), managing client accounts, gathering, validating and evaluating client information, generating Tax Compliance products and assuring quality. Serve as a point of contact for the engagement(s). Also, act as a counsellor for Assistant Manager.
Your client responsibilities:
- Responsible for client accounts;
- Ability to get the work completed within client deadlines and meet the due dates for filing;
- Assists the Assistant Manager with their queries and clarifies their questions;
- Communicates directly with the onshore engagement teams / clients.
- Manage own and/or other’s impact on project economics, including controlling costs, monitoring budget to actual differences
- Develops, mentors and supervises Advance Analyst(s), Tax Senior(s) and Assistant Manager(s)
- May act as a Counsellor
- Adheres to practice protocols and other internal processes consistently
- Upon approval by the TAL, the Manager may sign the federal and state tax returns as paid preparer.
Your people responsibilities - as an Manager you will:
- Develop people by encouraging individuals to think for themselves and take responsibility for their contribution to the team.
- Successfully delegate to all levels of staff/seniors.
- Demonstrate leadership and executive presence
- Conduct performance reviews, serve as a positive leader and mentor and contribute to performance feedback/training.
- Foster teamwork and lead by example.
- Use technology to share knowledge with team members and enhance service delivery.
- Maintain an educational program to continually develop skills.
- Maintain cooperative relationships with other engagement teams.
- Articulate and support the strategies of the GCR US FSO group.
- Effectively fulfil the role of a change agent
- Possess high degree of analytical and analyzing capabilities.
- Posses good communication Skills
- Demonstrate high degree of accounting and analytical skills..
- Demonstrate good computer knowledge - Good knowledge in MS Excel and a basic knowledge of other MS Office, Web-based applications.
- Be a team-player.
We are looking for the candidates with the following: (Qualifications)
- Graduate/Post graduate in a finance, numerical or statistical background
- CPA will be an added advantage
- 3+ years of experience
- FSO- Senior/Assistant Manager
Job purpose:
- Develop, mentor and supervise Analysts and Advanced Analysts:
- Act as a counselor for Analysts and Advanced Analysts
- Proactively recognize issues and recommend solutions
- Proactively seek opportunities to diversify client load and exposure to different teams
- Foster collaboration and constructive communication within the team
- Demonstrate basic presentation and public speaking skills, while actively participating in meetings
- Communicate in face-to-face situations, by phone and via email, and determine the appropriate mechanism for communicating, given the situation
- Display general knowledge of engagement “big picture” and work towards obtaining appropriate certification
- Communicate your progress and the project status to supervisors worldwide
- Take ownership of your schedule and proactively seek work when necessary to meet your annual chargeability goal
- Adhere to practice protocol and other internal processes consistently
- Explore the opportunity of going on rotation
- In addition to specific competencies required for your role, you will also focus on developing the following in relation to firm-wide competencies:
- Identifying opportunities for process improvement
- Ensuring use of the methodologies, tools and technology specific to tax
- Encouraging others to ask critical questions and share their ideas and concerns openly
- Helping people contribute more by clarifying performance expectations and providing balanced and constructive feedback with specific behavioural examples.
- Developing strengths and opportunities collaboratively with team members by encouraging people to take action following feedback
- Contributing to a positive team environment by demonstrating consistent commitment and optimism towards work challenges.
- Maintaining focus of team members on work products; holding others accountable for timely completion of high-quality work.
- Showing a sense of urgency in responding to clients and team’s needs by responding to all queries/concerns promptly.
- Focusing team members on key quality drivers for work assignments
- Building positive relationships with internal professionals and client personnel by demonstrating integrity and genuineness
We are looking for the candidates with the following: (Qualifications)
- Graduate or Post Graduate in Finance- At least 6 months-3 years of experience, preferably in the similar field.
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