Vice President/Manager - US Tax - Mutual Fund/Hedge Fund - BFSI

Vice President/ Manager - US Tax (MFund/Hedge Funds)

Corporate & Investment Bank Ops - Vice President/ Manager - US Tax (MFund/Hedge Funds)

Important : Candidates from MNC Comm. & Investment Banks, Big 4 Companies (US Tax Consulting) may only apply.

Job Description :

Responsible for the overall management, staffing, organization and development of a business unit. Responsible for identifying complex fund issues and managing the delivery of services to clients, including meeting all regulatory deadlines.

- Plan and monitor tax department activities and provide review and guidance in regards to the preparation of partner level income allocations in accordance with code section 704(c), Annual security tax adjustments and allocation of adjustment to partners capital accounts, Monthly reconciliation of income allocated and partner capital balances between transfer agency, fund accounting and partnership systems, Form 1065, Schedules K-1s and all applicable state filings, and NRA distributive shares for foreign partners upon redemption and at taxable year

- During peak cycles, provide review and guidance in regards to the preparation of fiscal and excise tax provisions including complete and accurate disclosures (i.e. ROCSOP, 60 day IRS Notices) for financial statement purposes as well as verifying the accuracy of proposed excise and subchapter M distributions, federal (Forms 1120RIC, 8613, and other applicable filings) and state tax returns and year-end shareholder information in accordance with IRS timetables.

- Assist in business development efforts in the alternative products arena, focusing upon the private equity space, by participating in client discussions, product demonstrations, pricing proposals and by researching any unique entity tax issues.

- Become actively involved in the analysis of alternative product offering documents to assess operational and/or tax issues.

- Identify potential tax issues and provide guidance on the tax treatments of complex financial instruments and transactions.

- When necessary, perform a review of the IRS regulated investment company (RIC) qualification tests and provide guidance under IRC section 852.

- Monitor federal and state tax law changes by referencing resources such as CCH and becoming involved in outside tax committees.

- Through research, propose enhancements to fund policies and procedures to address evolving RIC and security tax laws.

- Develop supervisors and staff through technical training and providing assignments that are challenging and thought provoking. In addition, allow supervisors to become more visible to the client through their participation in meetings and involvement in client specific issues.

- Conduct semi-annual performance reviews for supervisors by providing timely and concise feedback. This process includes developing clear objectives and a development plan for each supervisor to follow.

- Hire and maintain a well-educated, experienced diverse workforce that helps make company the Employer of Choice.

Qualifications :

- Exceptional leadership and staff development skills with prior team management experience

- Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients

- Strong organizational skills ideally with project and program management experience and a demonstrated track record of project delivery

- Advanced analytical skills with the ability to anticipate issues and aggressively drive initiatives to achieve results

- Ability to initiate and drive change

- Proven ability to operate effectively in a matrix organization with the ability to work under pressure and to tight timeframes

- Control focus with a thorough understanding of operational risk

- Detailed knowledge of business processes and procedures as well as service and systems (including downstream impacts)

- Strong technical understanding of the investment industry including a strong knowledge of SEC and IRS regulations and rules and GAAP Accounting standards

- Minimum of 5-10 years in the mutual funds industry, with a minimum of 3 - 7 years in Tax.

- BA/BS or equivalent experience

- CPA preferred

Candidates with relevant experience and qualifications, kindly reach out on +91-9701014165 (Mon-Fri 9:30 am - 5:30 pm)