About this role
Job details
•Proposed designation
Associate 1
Associate 1
•Role type
Individual role/ Team Player
Individual role/ Team Player
•Reporting to
Assistant Manager
Assistant Manager
•Geo to be supported
US
US
•Work timings
Standard
Standard
Roles & responsibilities
·Collect/convert tax compliance data for the clients. Analyze data and prepare work papers based on professional standards
·Determine the accuracy/completeness of the compliance product, perform quality assurance procedures, and prepare the product for delivery
·Help High net worth (HNI) or partnership clients meet their state and federal tax obligations. This include examining financial records - such as income statements and expenditure documentation - to determine clients’ obligations, collaborating with colleagues to prepare tax returns, and filing appropriate paperwork, all the while providing excellent customer service.
·Assist professionals in using technological tools.
·Collects, assimilates, and analyzes data and uses standard processes and tools to help surface and support solutions in the Tax business.
·Develops knowledge of current tax legislation across US Individual, partnership, estate and gift tax.
·Prepares tax provisions using technical skills to accurately complete calculations and follow Firm policies and procedures.
·Recognizes the key capabilities required to deliver a high-quality service experience to the client.
·Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent.
This role is for you if you have the below
Educational qualifications
·Minimum Master Degree from reputable universities with excellent academic result, majoring in Accounting or Finance
·Aspiring towards a CPA or Enrolled Agent designation will be an added advantage
Mandatory technical & functional skills
·Understanding of US tax and regulation; any US tax related experience will be an added advantage
·Ability to analyze basic tax and accounting information
Preferred technical & functional skills
•Knowledge on Financial Services sector from US tax perspective is an added advantage.
•An awareness of and an interest in the US political and economic environment.