Overview
Job Title: Tax Specialist
Key Responsibilities:
– Prepare and file income tax returns for hedge investment funds, including issuing annual tax information to investors.
– Review tax-related data for regulatory filings such as tax audits and state tax returns.
– Collaborate with financial operations and tax planning teams to ensure accurate tax calculations and compliance.
– Prepare and distribute quarterly investor tax estimate statements.
– Compute taxable income and allocations for hedge funds and investors, including book-to-tax difference analysis and tax depreciation.
– Manage state tax computations and payments, and handle tax notices as needed.
– Present taxable income analysis to senior management and respond to investor-related tax queries.
Requirements:
Basic Qualifications:
– Chartered Accountant (CA) with 03 years of experience in the financial services industry or with a large audit firm.
– Strong accounting, analytical, and problem-solving skills.
– Ability to work independently, with keen attention to detail and strong deadline management.
– Excellent verbal and written communication skills.
Preferred Qualifications:
– Practical experience in taxation (Indian, U.S., or International).
– Solid understanding of financial instruments.