Associate Manager - 1065 US Partnership Tax (Financial Services) - Tax

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time :

Manage aligned office / Niche for workflow, collaboration, work opportunities and continuity of relationship.

Leverage work opportunities for India team by creating confidence with US team.

Lead the weekly / bi-monthly calls with US schedulers or other professionals and build rapport.

Preparation & Review of complex partnership returns (Financial services engagements including hedge, private equity, venture capital and fund of funds).

Experience on C-Corp and S-Corp related to Financial Services structures.

Detail review of partnership and Corporation book to tax reconciliation & tax returns of both federal & state jurisdiction prepared by Staff / Senior.

Identify potential adjustments due to tax law changes and reflect on workpapers and returns.

Support staff in resolving tax issues identified and complete tax returns within set deadlines.

Know international filing requirements and able to review international forms.

Train existing / new joiners on tax concepts & technology and share timely feedback for each of the project reviewed.

Create / provide an opportunity for self and teams to develop secondary and cross skills.

Supervise kick-off & regular connects with US counterparts by teams and intervene in budget conflicts.

Advance knowledge of efile validation of returns and connect Go support for complex diagnostics clearing.

Manage and coach aligned professionals for their career path.

Responsible for quality & turnaround of returns for aligned office / niche.

Provide regular feedback and keep motivating team during Tax seasons.

Maintain good correspondence with US point of contacts for seamless process flow and regularly touch-base with scheduler to keep team occupied and share returns status.

Assist in hiring and interview screening process as and when need arise to place potential candidates.

Performance review of aligned professionals and provide clear career path for them to grow.

Provide construction feedback along with potential opportunities from improvements and growth.

Requirements :

Qualification : Commerce Graduate / Postgraduate

Experience : 5 years in US Taxation.

The candidate should possess good communication and drafting skills with a work-based demonstrated affinity in pursuing a career in customs matters.

The candidate should demonstrate integrity and energy and possess independent working ability and have a collaborative mindset

Active communicator and a great team player

Ability to plan, prioritize, and organize work effectively

Ability to balance many projects simultaneously

Ability to work under pressure and time deadlines

Ability to work independently

Ability to be flexible with scheduling to meet workflow demands

Ability to present a professional appearance and demeanor

Ability to maintain client confidentiality, personal objectivity, and professional skepticism

Website : www.withum.com

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