Job Description

Key Responsibilities:

• 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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Desired Candidate Profile:

• Candidate must be a Post Graduate with good knowledge of accounting and finance. Tax knowledge a plus.
• Candidates must have 4-6 years of relevant experience in US Partnership Tax
• Candidates with experience in Private Equity business, accounting, or tax experience are preferred
• Strong analytical, problem solving, critical thinking and decision-making skills, multi-task and deliver under tight deadlines; The candidate is a self-starter that thrives on complexity and solution finding
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word); Candidate is expected to have experience building and working with large data validation files (Pivots, V-Lookups)
• 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 stakeholders

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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