AVP/SAVP - US Indirect Tax Operations - BPO

Individual will be responsible for overseeing overall tax process including filing/accounting/reporting functions related to client's U.S. Indirect Tax operations:

Competencies and Skills Requirement

- Excellent tax technical, team management and leadership skills.

- Capability to mentor/coach people and assess people at various levels of performance.

- Excellent communication and presentation skills.

- Knowledge of Process Excellence Methodologies.

- Apprehension of the domain needs of the process and its key drivers.

- Problem solving & decision making skills.

- Well versed with the internal functioning of BPO/COMPANY.

- Strong interpersonal and client management skills.

Primary Responsibilities includes oversight of -

U.S. Indirect Tax Compliance

- General U.S. Premium Tax Compliance and Withholding Tax Activities

- Experience on quarterly estimates and extensions for premium tax

- Work paper preparation for premium returns

- Data input and tax return preparation (A/S, Trial Balance, loads, book consolidations)

- Experience on Premium tax returns, Withholding Taxes and Sales & Use Taxes

- E-filing and Mailing of state tax returns to State Regulator

- Experience on Premium Pro software and Super forms.

- Basic knowledge of Oracle application preferred

Desired Skill set

- Strong Excel and/or Access background

- Previous experience with tax compliance software

Withholding Tax Activities oversight -

- Making daily and periodic deposits of 1099 federal and state withholding and related reporting

- Timely preparation and filing of monthly/quarterly/Annual state withholding returns

- Preparation & filing of Federal 941/941x/945/945x returns

- W2/1099 transmission of tax information forms to IRS

- Perform monthly closing procedures, reconciliations and analysis of assigned GL accounts for State & federal

- Year-end B Notices process and issuance of tax forms, W9

- Responsible for the accounting process connected to Withholding tax payments including processing check requests/electronic payments and posting related Journal entries to the General ledger

Premium Tax Activities oversight -

- Responsible for preparation/review and filling of annual state premium tax returns

- Preparation/review and filling of quarterly estimates state premium tax payments, supporting worksheets and check requests

- Ensuring timely closure of monthly state premium tax accruals activities including supporting documents, prepare & record general ledger entries for accruals

- Perform monthly closing procedures, reconciliations and analysis of assigned GL accounts

- Responsible for the timely filing of municipal premium tax returns throughout the year

- Track law changes to state premium tax requirement and update

- Ability to deal with state authorities and knowledge of handling state notices

- Responsible for the accounting process related to premium tax compliance which include processing check request/electronic payments and posting related Journal entries to the General ledger

Work Experience & Other Requirements

- 12 plus years- experience working with indirect tax-related entries, returns, and reports, preferably in the insurance industry and for multiple companies.

- Bachelor's / Masters- degree in Accounting or related field; Chartered Accountant / CPA or equivalent certification preferred.

- Strong understanding of relevant tax laws and the ability to research the same

- Ability to analyze complex information, relate and compare data from different sources and identify cause and effect relationships

- Excellent oral, written, listening and communication skills.

- Ability to articulate complex information.

- Ability to communicate well with other departments, as well as external clients and customers

- Strong analytical and problem solving skills

- Ability to handle adverse situations in a professional and calm manner

- Valid Passport/ visa is mandatory.