Lead Assistant Manager
EXL · IT Services & Consulting
- Noida, Uttar Pradesh, India
- On-site
- Posted yesterday
About the job
Review of annual premium tax returns, estimates and other miscellaneous filings for US based entities.
Review of monthly reconciliations and journal entries
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).
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.
Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
Must have worked on any of the ERP preferably Workday and Blackline
Review of annual premium tax returns, estimates and other miscellaneous filings for US based entities.
Review of monthly reconciliations and journal entries
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).
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.
Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
Must have worked on any of the ERP preferably Workday and Blackline
B. Com / M. Com / MBA / Bachelor’s Degree in Finance or Accounting is required. Indirect tax experience is necessary.
Minimum 6+ years of work experience in the technical fields as listed in this JD.
Advanced skills in MS Office, MS Excel, MS Word
Accounting System or ERP, Web based applications, Workday
Tax tools Premium Pro, Optins, One Source, AMsuite, GoRS, Accessory Manager, eWorkpapers etc
Knowledge of tax websites for payments
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 work effectively as part of a team
Strong analytical skills Understanding of Premium Tax.
Knowledge of Tax payments and State Notice management, E filings of returns via OPTins
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
Process flows, Documentation and preparation of SOPs
Ability to support Internal and external tax audits