US TAX - Associate Level

Apex Group Ltd (UK Branch); Pune District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A global financial services firm in Pune is seeking a Tax Associate who will be responsible for delivering comprehensive U.S. tax services. Ideal candidates will have a Bachelor's degree in finance, expertise in hedge fund taxation, and experience in public accounting. This full-time position requires strong analytical and communication skills, with peak overtime during tax seasons.

Qualifications

• 1-5 years of experience in public accounting focused on hedge fund tax accounting.
• Knowledge of partnership tax accounting, tax allocations, and management allocations.
• Must have a preparer tax identification number (PTIN).
• U.S. CPA or IRS Enrolled Agent qualification preferable.
• 1-5 years of experience in public accounting focusing on hedge fund tax accounting concepts.

Responsibilities

• Deliver a full range of U.S. tax services in compliance with laws.
• Prepare and review tax returns.
• Supervise and mentor junior staff.
• Provide accurate and timely reporting of client deliverables.
• Review tax returns and supervise junior staff.
• Provide accurate and timely reporting of client deliverables.

Skills

U.S. federal, state, and local income tax returns preparation

Hedge fund strategies knowledge

Financial services taxation expertise

Compliance with tax regulations

Strong written and verbal communication skills

Proficient in Microsoft products

Ability to multi-task

Education

Bachelor’s degree in accounting, Finance, Commerce or related field

Post-graduate degree or MBA preferred

U.S. CPA or IRS Enrolled Agent qualification

Tools

GoSystem Tax RS

Microsoft Excel

Microsoft Word

Microsoft Sharepoint

Microsoft Teams

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Summary

The Tax Associate is responsible for delivering a full range of U.S. tax services to our clients in compliance with federal and state laws and regulations within a timeframe. You will be responsible for tax returns preparation and review. The Tax Senior will also supervise and mentor junior staff.

Required Skills

• Prepare U.S. federal, state, and local income tax returns for partnerships.
• Demonstrate proficiency in hedge fund strategies, including long/short equity, etc.
• Experience with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Experience with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Experience with aggregate tax allocations.
• Experience with calculation of taxable income and partner tax allocations.

• Working knowledge of compliance with all tax regulations and timely filing of tax returns.
• Perform detailed self-review of work for accuracy and completeness.
• Possess strong written and verbal communications skills in English.
• Be a team player that has a proven record of working effectively.
• Ability to multi-task and balance between competing priorities.

• Ability to provide accurate and timely reporting of client deliverables.
• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.

• Maintain client confidentiality pertaining to the client, staff and the firm in
  general.
• Working knowledge of United States federal, state, and local tax laws.

Qualifications

• Bachelor’s degree in accounting, Finance, Commerce or a related field.
• Post-graduate degree in finance/accounting/commerce/statistics or MBA is preferred.
• U.S. CPA or IRS Enrolled Agent qualification is preferable.
• 1-5 years of experience in public accounting with focus on hedge fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive allocations.
• A preparer tax identification number (PTIN) is required for tax returns. If you do not have a PTIN or if your PTIN is expired, you are requested to complete the new or renewal application process (as applicable) before joining Apex.

Working Conditions

• This is a full-time position.
• Overtime hours are required during peak tax seasons.