Title: Senior Analyst
Requisition ID:
10621
City:
Bengaluru
Country/Region:
IN
Job Description
- Preparing and Reviewing tax work papers that calculate partnership taxable income
- 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
- 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 estimates
- Provide support on miscellaneous projects and ad-hoc requests
- Analyze and document issues in a tracker and help debug issues found by users or support team
- Interact with tax and fund accounting team in US
- Work with interfacing systems’ managers to maintain/enhance interfaces
- Escalate issues to 2nd level reviewers and assist with analysis
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- Preparing and Reviewing tax work papers that calculate partnership taxable income
- 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
- 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 estimates
- Provide support on miscellaneous projects and ad-hoc requests
- Analyze and document issues in a tracker and help debug issues found by users or support team
- Interact with tax and fund accounting team in US
- Work with interfacing systems’ managers to maintain/enhance interfaces
- Escalate issues to 2nd level reviewers and assist with analysis
͏
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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
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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
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Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |