Lead Assistant Manager

Basic Function

• Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
• Proficient in Microsoft Office applications, Workday, GAAP
• Onshore stakeholder management and internal team management
• Essential Functions
• Prepare Withholding & SUT Tax Returns, support the team members in query resolution.
• Preparation of annual premium tax returns, estimates and other miscellaneous filings for US based entities.
• Performing a review of filings prepared by other team members for accuracy, completeness and technical proficiency.
• E filings of returns via OPTins and making the required payment to the state authority.
• Performing transaction testing for five different types of transactions – New Business, Renewal, Reinstatement,
• Cancellation and Endorsement, while using required applications.
• Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client.
• Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and S. Corporation using software's like Go System, OneSource etc.
• Creating e-file XMLs of returns on platforms/software/applications approved by Internal Revenue Services (IRS).
• Work on client’s portfolio to ascertain PFIC determination and various taxable impacts.
• Perform Research on the open items and resolve them in timely manner.
• Assist team to prepare internal reports, provide support in Audits and report deficiencies to offshore team.
• Provide support to onshore team with tax audits as they arise
• Co-ordinate within the team for training, resolving complex issues, seeking advice etc.
• Provide support in preparation of MBR/QBR’s.
• Primary Internal Interactions
• Team members for the purpose of seeking co-operation & clarification on process-related matters & providing support when required
• QCA for the purpose of feedback and audit
• Primary External Interactions Client trainers, SMEs and Operations for the purpose of delivering day to day activities/deliverables.
• Skills
  

Technical Skills

• Advanced skills in MS Office, MS Excel, MS Word
• Accounting System or ERP, Web based applications
• Tax tools Premium Pro, Optins, One Source, AMsuite, GoRS, Accessory Manager, eWorkpapers etc
• Knowledge of tax websites for payments
  

Process Specific Skills

• Understanding of Premium Tax.
• Knowledge of Tax payments and State Notice management, E filings of returns via OPTins
• Logical data analysis to understand trends
• Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client
• Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and
  

• Process flows, Documentation and preparation of SOPs
• Ability to support Internal and external tax audits
• Ability to generate and pull specific reports from workday & upload Journals into workday
• Ability to manage multiple workday projects
  

Soft Skills (Desired)

• Excellent oral/written communication skills.
• Excellent organization and time management skills
• Excellent analytical skills and competent at logical reasoning
• Must be a self-starter, detail oriented with the ability to meet deadlines under pressure
• Self-disciplined and result oriented
• Demonstrate attention to detail in a fast-paced work environment – especially during processing
• Ability to multi task
• Ability to work effectively as part of a team
• Commitment and drive for results
• Strong analytical skills
• Ability to understand and question established process guidelines in order to bring about possible process improvements
  

Soft Skills (Minimum)

• Efficiently managing Internal/External stakeholders
  

Education Requirements

Must be a graduate with at least 15 years of formal education in any stream with relevant experience in the technical areas listed on this JD.

B.Com / M.Com / MBA / Bachelor’s Degree in Finance or Accounting is required. Indirect tax experience is necessary.

Work Experience Requirements

Minimum 6-8 years of work experience in the technical fields as listed in this JD