Senior Associate - Tax Forms

Job Title/Position

Senior Associates (Tax Forms) - Client Accounting

Job Responsibilities

Describe the job role and the day to day tasks involved. The role is part of a team with planned ongoing growth, servicing financial services vehicles in the U.S., Cayman Islands, Ireland, Singapore and other offshore jurisdictions. Role will be responsible for all or some of the following:

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Be responsible for preparation, review and maintenance of a high volume of US IRS tax administration forms and corporate registrations for a large number of entities in 40+ jurisdictions;

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Respond to internal stakeholder queries promptly, accurately and with a high degree of professionalism;

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Ensure that all tax forms and registrations are performed and reviewed in accordance with established protocols;

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Be responsible for calling the IRS and accurately transcribing information received;

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Be expected to perform other duties including maintaining trackers on MS-Excel, preparing weekly/ monthly reports, billing & invoicing and maintaining proper records of client work;

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Provide timely and accurate status updates to ensure deadlines are met;

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Display a strong team focus and willingness to assist other team members when required; and • Ad-hoc projects, including reporting, as required. Comprehensive training on US IRS tax administration forms and protocols will be provided.

Qualifications

Describe the qualifications the staff must have in terms of skills and capabilities

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University graduate, preferably in Business Administration, Finance or Accounting.

Competencies/Personality Traits

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Will demonstrate a strong ability to complete tasks in a timely manner in accordance with protocols;

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Ability to work well under pressure in order to meet client and regulatory deadlines;

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Ability to multi-task;

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Excellent organisational skills and a strong attention to detail;

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Excellent written and oral communication skills in English; and

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Will consistently strive for excellence, take pride in executing their responsibilities efficiently and accurately, and proactively look for opportunities to recommend improvements to systems and processes.

Prior Experience

Describe the prior working experience a candidate should have

• At least 3 years of professional work experience

• Previous financial services, investment industry or accounting experience is a plus

Performance Measurement

How can we measure performance for this job profile (KPIs/Metrics/Targets)

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Clear and transparent communication

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Timely and accurate deliverables

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Attendance

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Timely completion of all training

Working Hours

Describe the work schedule the staff will follow Eg. 6am-3pm

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6am-3pm Manila time

Reporting to

To whom will the staff be reporting to?

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Employee will report to local manager, office head.