- 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
Job description provided by EXL Service.
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