Tax Manager (Public Accounting)

Tax Manager (Public Accounting)

Company: GlobalCFO, LLC

Location: Fremont, CA

Reporting To: VP - Tax

Experience: 6+ years

Qualification: Bachelor's Degree; EA or CPA preferred

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 ensures 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.

Responsibilities:

• Preparation and review of Federal and State income tax returns 1120, 1120C, 1065, 1120-F and 1120S
• Preparation and review of various schedules such as Schedule M1 and M3, Schedule C, Schedule J, Schedule K, Schedule L, Schedule H, Schedule I, Schedule N and Schedule UTP.
• Preparation and review of various forms such as Form 851, Form 5472, Form 5471, Form 1118, Form 8621, Form 1128, Form 3115, Form 8833, Form 8886, Form 8918, Form 8993, Form 8834, Form 3800, Form 8824, Form 8697, Form 2439, Form 4136 and FBAR FinCEN Report 114, form 1042 and from 1042S.
• Review Gift and estate tax return (1041)
• Review of multi state taxation.
• International taxation, Tax research, Transfer pricing and various Tax Treaties.
• Good understanding of consolidated Tax Return, Intercompany Transactions.
• Prepare and review workpaper and returns for domestic, international & state tax returns that include E&P, M adjustments, Fixed asset roll forward, state modification, state apportionment.
• Assist in calculation and maintenance of deferred tax schedules, FIN 48 analysis, and return to provision reconciliations for a worldwide group.
• Support in coordinating with the tax accounting team to ensure efficient integration of the tax accounting and international tax compliance processes.
• Self-initiate research and is resourceful in their approach to resolve any issues irrespective of subject matter knowledge.
• Identifying and addressing client needs (US engagement teams): building, maintaining, and utilizing networks of client relationships; communicating value propositions managing resource requirements, project workflow, budgets, billing, and collections; and preparing and/or coordinating complex written and verbal materials.
• Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
• 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 right expectation for work scope to be performed and delivery timeline.
• Recognition of complex client issues and effective communication of those to Manager / Director and client at the appropriate time.
• Taking responsibility for all compliance processes and monitoring the various filing requirements.
• 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.
• Responsible for providing training on Pass-through to new hires and coaching tax professionals.
• Contribute to team discussions and share knowledge for the benefit of the group.
• Understand assignment instructions and applies them as directed; seeks guidance when needed.
• Accomplishes results based on performance by delegating tasks on time.
• Understands personal and team roles as well as based on responsibilities and objectives.
• Attention to detail, deadline oriented and able to manage time.
• Respects and maintains confidentially of client, staff, and firm information.

Specific Skill Set:

• 6+ years of post-qualification experience in taxation, of with extensive hands-on US Corporate tax compliance experience in a similar organization.
• US CPA or IRS Enrolled Agent qualification or CA or MBA from a premier Institute are preferable.
• Proven thorough ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations.
• Demonstrated ability to lead teams and be a team player that has a proven record of working effectively at senior levels of an organization with the ability to influence others to move toward consensus.
• Demonstrated thorough substantive situational analyses.
• and decision-making abilities as it relates to problem- solving tax-related processes and systems.
• Demonstrated understanding of the business and the associated peak periods.
• Demonstrated knowledge of data analysis and related reporting.
• Demonstrated ability to coach, train, and mentor staff.
• Demonstrated ability to work with leadership in the management of the team workload.

Additional Information:

• Committed, Ability to work long hours during busy seasons