Assistant Manager_US Business Tax_Asset Management

Job Description

*1. Review of Federal tax returns and other informational forms as prescribed by the Internal Revenue Service (IRS) for US based Investment Partnership Clients (Private Equity (PE), Hedge Fund (HF) etc.) 2. Review of Private Equity and Hedge Funds specific Book to Tax analysis, Taxable Income Calculations, and partner allocations. (including an understanding of Hedge Fund revaluation accounts and aggregation.) 3. Responsible for reviewing ECI, FDAP and Foreign Withholding Information for foreign investors-1042/1042S, 8804/8805. 4. Review of various Hedge Funds book to tax adjustment/reclasses like Wash sales, PFIC, Straddle, Sec 1256/988, Dividend (QDI) etc. 5. Responsible for providing training on PE and HF to new hires and coaching tax professionals 6. Review of international tax filings such as PFICs, CFCs, and foreign information reporting (Form 926, Form 8865, Form 8621, Form 5471, etc.) 7. Review of debt vs. equity analysis, UBTI, and other analysis required to compute a private equity funds taxable income 8. Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities. 9. Manage client s engagements from start to finish (planning, executing, directing, and completing tax projects). Responsible for monitoring engagement budgets and workflow Supervise, train, and mentor staff and New Joiners on tax projects. 10. Responsible for managing 4-6 people in the team 11. Responsible for development and performance management of the team. 12. Proactively interact with client management team to gather information, resolve tax-related problems, and make recommendations for business and process improvements. 13. Support the Engagement Manager in pursuits, proposals and engagement reporting. 14. Proficient on Go System and other Tax Compliance tools #LI-KGS, *1. Review of Federal tax returns and other informational forms as prescribed by the Internal Revenue Service (IRS) for US based Investment Partnership Clients (Private Equity (PE), Hedge Fund (HF) etc.) 2. Review of Private Equity and Hedge Funds specific Book to Tax analysis, Taxable Income Calculations, and partner allocations. (including an understanding of Hedge Fund revaluation accounts and aggregation.) 3. Responsible for reviewing ECI, FDAP and Foreign Withholding Information for foreign investors-1042/1042S, 8804/8805. 4. Review of various Hedge Funds book to tax adjustment/reclasses like Wash sales, PFIC, Straddle, Sec 1256/988, Dividend (QDI) etc. 5. Responsible for providing training on PE and HF to new hires and coaching tax professionals 6. Review of international tax filings such as PFICs, CFCs, and foreign information reporting (Form 926, Form 8865, Form 8621, Form 5471, etc.) 7. Review of debt vs. equity analysis, UBTI, and other analysis required to compute a private equity funds taxable income 8. Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities. 9. Manage client s engagements from start to finish (planning, executing, directing, and completing tax projects). Responsible for monitoring engagement budgets and workflow Supervise, train, and mentor staff and New Joiners on tax projects. 10. Responsible for managing 4-6 people in the team 11. Responsible for development and performance management of the team. 12. Proactively interact with client management team to gather information, resolve tax-related problems, and make recommendations for business and process improvements. 13. Support the Engagement Manager in pursuits, proposals and engagement reporting. 14. Proficient on Go System and other Tax Compliance tools #LI-KGS *1. Review of Federal tax returns and other informational forms as prescribed by the Internal Revenue Service (IRS) for US based Investment Partnership Clients (Private Equity (PE), Hedge Fund (HF) etc.) 2. Review of Private Equity and Hedge Funds specific Book to Tax analysis, Taxable Income Calculations, and partner allocations. (including an understanding of Hedge Fund revaluation accounts and aggregation.) 3. Responsible for reviewing ECI, FDAP and Foreign Withholding Information for foreign investors-1042/1042S, 8804/8805. 4. Review of various Hedge Funds book to tax adjustment/reclasses like Wash sales, PFIC, Straddle, Sec 1256/988, Dividend (QDI) etc. 5. Responsible for providing training on PE and HF to new hires and coaching tax professionals 6. Review of international tax filings such as PFICs, CFCs, and foreign information reporting (Form 926, Form 8865, Form 8621, Form 5471, etc.) 7. Review of debt vs. equity analysis, UBTI, and other analysis required to compute a private equity funds taxable income 8. Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities. 9. Manage client s engagements from start to finish (planning, executing, directing, and completing tax projects). Responsible for monitoring engagement budgets and workflow Supervise, train, and mentor staff and New Joiners on tax projects. 10. Responsible for managing 4-6 people in the team 11. Responsible for development and performance management of the team. 12. Proactively interact with client management team to gather information, resolve tax-related problems, and make recommendations for business and process improvements. 13. Support the Engagement Manager in pursuits, proposals and engagement reporting. 14. Proficient on Go System and other Tax Compliance tools #LI-KGS, *1. Review of Federal tax returns and other informational forms as prescribed by the Internal Revenue Service (IRS) for US based Investment Partnership Clients (Private Equity (PE), Hedge Fund (HF) etc.) 2. Review of Private Equity and Hedge Funds specific Book to Tax analysis, Taxable Income Calculations, and partner allocations. (including an understanding of Hedge Fund revaluation accounts and aggregation.) 3. Responsible for reviewing ECI, FDAP and Foreign Withholding Information for foreign investors-1042/1042S, 8804/8805. 4. Review of various Hedge Funds book to tax adjustment/reclasses like Wash sales, PFIC, Straddle, Sec 1256/988, Dividend (QDI) etc. 5. Responsible for providing training on PE and HF to new hires and coaching tax professionals 6. Review of international tax filings such as PFICs, CFCs, and foreign information reporting (Form 926, Form 8865, Form 8621, Form 5471, etc.) 7. Review of debt vs. equity analysis, UBTI, and other analysis required to compute a private equity funds taxable income 8. Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities. 9. Manage client s engagements from start to finish (planning, executing, directing, and completing tax projects). Responsible for monitoring engagement budgets and workflow Supervise, train, and mentor staff and New Joiners on tax projects. 10. Responsible for managing 4-6 people in the team 11. Responsible for development and performance management of the team. 12. Proactively interact with client management team to gather information, resolve tax-related problems, and make recommendations for business and process improvements. 13. Support the Engagement Manager in pursuits, proposals and engagement reporting. 14. Proficient on Go System and other Tax Compliance tools #LI-KGS

Keyskills :
salesmisaccountstatbankingnew hireshedge fundstax returnstax analysisprivate equitytax complianceequity analysisclient managementinternational tax