Assistant Manager

About the Role

Develop, mentor, and supervise Analysts and Advanced Analysts.

Key Responsibilities

• Act as a counselor for Analysts and Advanced Analysts.
• Proactively recognize issues and recommend solutions.
• Proactively seek opportunities to diversify client load and exposure to different teams.
• Foster collaboration and constructive communication within the team.
• Demonstrate basic presentation and public speaking skills, while actively participating in meetings.
• Communicate in face-to-face situations, by phone, and via email, and determine the appropriate mechanism for communicating, given the situation.
• Display general knowledge of engagement “big picture” and work towards obtaining appropriate certification.
• Communicate your progress and the project status to supervisors worldwide.
• Take ownership of your schedule and proactively seek work when necessary to meet your annual chargeability goal.
• Adhere to practice protocol and other internal processes consistently.
• Explore the opportunity of going on rotation.

Developing Strengths

• Identifying opportunities for process improvement.
• Ensuring use of the methodologies, tools, and technology specific to tax.
• Encouraging others to ask critical questions and share their ideas and concerns openly.
• Helping people contribute more by clarifying performance expectations and providing balanced and constructive feedback with specific behavioral examples.
• Developing strengths and opportunities collaboratively with team members by encouraging people to take action following feedback.
• Contributing to a positive team environment by demonstrating consistent commitment and optimism towards work challenges.
• Maintaining focus of team members on work products; holding others accountable for timely completion of high-quality work.
• Showing a sense of urgency in responding to clients’ and team’s needs by responding to all queries/concerns promptly.
• Focusing team members on key quality drivers for work assignments.
• Building positive relationships with internal professionals and client personnel by demonstrating integrity and genuineness.

Requirements & Tech Stack

• Knowledge in the review of statutory and Generally Accepted Accounting Principles (GAAP) income tax provisions.
• Knowledge of investment accounting policies and procedures (e.g., DRD, OID, Intercompany Deferrals, Corporate Actions, etc.).
• Basic experience with corporate taxation, consolidations, and a solid knowledge of ASC 740, Form 1120PC, Form 1120L.
• Income tax support for income tax experience for Insurance companies as well as C Corporations.
• Basic Experience in applying the IRS rules regarding Investment, Market discount, OID Premium, and loss reserve.

Qualifications

• Graduate or Post Graduate in Finance.
• At least 6 months-3 years of experience, preferably in a similar field.