About the Company:
GlobalCFO is a rapidly growing US-based company providing financial, bookkeeping, payroll, tax, investment, business management and consulting services to individuals, partnerships, companies, non-profit organizations, and other business entities primarily in the US. Our joint servicing teams working out of the US and India ensure that Clients have the best financial, tax and accounting support.
We have two flagship brands: (a) MyTaxFiler, which provides US Income Tax Returns services, and (b)myStartUpCFO, which provides Bookkeeping and Accounting services.
Designation: - US Tax Manager (US Individual Tax)
Roles and responsibilities: -
- Reviewing US Individual & Business tax returns Form 1040, 1040NR, including state income tax filings.
- Solely handle mid-complex to complex returns.
- Ability to find out the most optimal tax for the clients.
- Knowledge on International information reporting (FBAR, FATCA, Form 8621, 3520, 3520A, 5471, 8865 etc)
- Understand the client's filing requirements depending on their tax scenario and help a client with 100% compliance as per the rules.
- Solid understanding of the US tax implications for Individual tax filing.
- Researching, analyzing, and interpreting changing tax rules.
- Explaining the different tax laws to clients and helping them understand their legal obligations and adapt to changes in tax legislation.
- Representing Clients in front of the IRS for tax matters with proper POA.
- Involvement with consultancy and research projects.
- Regular contribution to in-house training meetings/management group meetings on technical topics
- Supervising Tax Assistants, in conjunction with managers, and contributing towards their career development.
- Manage the team efficiently.
- Added advantage for people who worked in Drake / Lacerate tax software.
Delivery management: -
- Responsible for extensive client leads and managing the same end-to-end (data gathering, validation, client clarifications, review, delivery of returns, and billing).
- Management of each client's tax compliance with setting up the right expectations for work scope to be performed and delivery timeline.
- Recognition of complex client issues and effective communication with the Manager / Director and client at the appropriate time.
- Taking responsibility for all compliance processes and monitoring the various filing requirements.
- Making sure that there are no client escalations and processes set within the team are followed strictly within the tax return cycle.
- Active involvement in building client relationships.
- Full involvement in the billing process and client follow-up.
- Go overboard in finishing the tasks within deadlines and making sure that the entire team is driven to perform within deadlines.
Requirements:-
- Experience: 8 to 12 years
- Must be flexible working in the US shift.
- General computer skills (MS Word, MS Excel, Outlook, PowerPoint, PDF, etc.).
- Strong communication, customer service management, and presentation skills.
- Demonstrated capacity for multi-tasking.
- Strong analytical and technical research skills.
- Ability to teach, mentor, and guide.
- Ability to meet deadlines through effective multi-tasking.
- Capability to thrive in a fast-paced, team-oriented environment.
- Positive attitude with a desire to build strong relationships with clients and peers.
- Highly organized with a strong attention to detail and ability to work independently.
- Responsible, reliable, a great team player, and positive in any circumstance.
- Takes ownership/bottom line for the work performed by the team.
Qualification: -
Bachelor's Degree/PG, Enrolled Agent preferred with excellent communication and technical skills.
