Analyst

JD
Key Responsibilities:•Assist in calculation of State and Foreign tax withholding•Assist in review of State withholding waivers forms •Prepare and review the following tax forms: 1065, 1120, 588, 1099, W-8, 8832, 8875, 8865, 8937•Perform Federal K-1 schedule and State K-1 schedule review for all Partners•Preparing and Reviewing tax work papers that calculate partnership taxable income.•Gather and analyze financial information from underlying portfolio companies. Calculate partnership tax withholdings (ECI, FDAP & states).•Track partnership/partner tax basis.•Assist with the preparation and review of quarterly income estimates.•Prepare tax provisions for Corporations.•Participate in the process documentation efforts and creation of SOPs.•Identify process gaps and initiate process improvement projects.•Provide support on miscellaneous projects and ad-hoc requestDesired Candidate Profile•Candidate must be a Post Graduate or C.A., with knowledge of accounting and finance•Candidates must have 1-3 years of relevant experience in US Partnership Tax.•Candidates with experience in Private Equity business, accounting, or tax experience are preferred•Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)•The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines•The profile involves effective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must•A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly•A desire to work in an international team environment, often under pressure and with multiple stakeholder

Do

• Support process by managing transactions as per required quality standards

  • Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
  • Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
  • Update own availability in the RAVE system to ensure productivity of the process
  • Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
  • Follow standard processes and procedures to resolve all client queries
  • Resolve client queries as per the SLA’s defined in the contract 
  • Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
  • Identify and learn appropriate product details to facilitate better client interaction and troubleshooting 
  • Document and analyze call logs to spot most occurring trends to prevent future problems
  • Maintain and update self-help documents for customers to speed up resolution time
  • Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
  • Ensure all product information and disclosures are given to clients before and after the call/email requests
  • Avoids legal challenges by complying with service agreements

• Deliver excellent customer service through effective diagnosis and troubleshooting of client queries

  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features 
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks

Deliver