Direct Taxation Manager

ERM Placement Services (P) Ltd
  • Bangalore
  • 10-15 lakh
  • 3-8 years
  • Views
  • 21 Apr 2017

  • Finance/ Accounts

  • Banking - Retail
Job Description

Preparation and Review of US Federal based Investment Partnership tax returns (Private Equity, Hedge Fund etc.)

Key Responsibilities

Preparation and Review of US Federal (Investment Partnership) tax returns (Private Equity, Hedge Fund etc.)

Responsible for preparation and review of Investment Management Partnership working papers.

Responsible for preparing and reviewing Wash Sale, IRC Section 704C, UBTI ECI, FDAP and Foreign Withholding Information for foreign investors-1042/1042S, 8804/8805.

Responsible for preparing and reviewing Partners K-1s and underlying investments.

Responsible for preparation and review of Book and Tax basis for Partners and Partnerships.

Review extension tax liability projections for clients to estimate extension payments due.

Responsible for withholding, composite, allocation/apportionment analysis, full payment cycle for multiple entities with multiple partners.

Conducting extensive financial research on Investment Partnership withholding matrices, composite matrices and partnership matrices.

Responsible for handling investors packages.

Proficient on Go System.

Assisting team members to prepare electronic filing packages

Improve processes by developing and implementing best practices.

Responsible for quality check of all final deliverables being sent to the client. Identifies, anticipates and addresses important tax issues as they relate to the final deliverables.

Executes assignments in an effective manner including appropriate delegation and monitoring of work.

Utilize available tax technical resources to enhance US tax knowledge.

Speciality Skill Set

2+ years of hands on US Investment Management Federal Tax compliance experience in a similar organisation.

Commerce Graduate/Post graduate, MBA preferred

A US CPA or Enrolled Agent is preferable.

Sound technical knowledge with respect to US Investment Partnership Tax

Job Posted By

Senior Manager Key accounts

About Organisation

ERM Placement Services (P) Ltd