Analyst

Analyst

About the Team:

This team is responsible Tax compliance and reporting for Clients funds. The role will require working closely with the Tax teams in New York.

 

Key Responsibilities:

 

• Assist in calculation of State and Foreign tax withholding
• Assist in review of State withholding waivers forms
• Prepare and review the following tax forms: 1065, 1120, 588, 1099, W-8, 8832, 8875, 8865, 8937
• Perform Federal K-1 schedule and State K-1 schedule review for all Partners
• Preparing and Reviewing tax work papers that calculate partnership taxable income.
• Gather and analyze financial information from underlying portfolio companies. Calculate partnership tax withholdings (ECI, FDAP & states).
• Track partnership/partner tax basis.
• Assist with the preparation and review of quarterly income estimates.
• Prepare tax provisions for Corporations.
• Participate in the process documentation efforts and creation of SOPs.
• Identify process gaps and initiate process improvement projects.
• Provide support on miscellaneous projects and ad-hoc request

 

Desired Candidate Profile:

 

• Candidate must be a Post Graduate or A., with knowledge of accounting and finance
• Candidates must have 1-3 years of relevant experience in US Partnership Tax.
• Candidates with experience in Private Equity business, accounting, or tax experience are preferred
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
• The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines
• The profile involves effective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must
• A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly
• A desire to work in an international team environment, often under pressure and with multiple stakeholders

 

 

 

 

 

 

Regards

Satbir Kaur

Assistant Manager - Talent Acquisition

Wipro Digital Operations and Platforms

 

 

 

 

Roles & Responsibilities:

Preferred Qualifications, Capabilities And Skills
 Candidate must be a Postgraduate in finance with 2- 4 years of relevant experience in financial and
performance reporting.
 Familiarity with various private equity concepts like investment and basic fee structures.
 Should have very good working knowledge of the below: -
• Answering Due Diligence Questionnaires.
• Handling LP Requests.
• Other Fund/Investment level reporting like Valuation reporting, LP reporting, etc.
 Good working knowledge of Qvidian library and experience in preparing ‘Reporting Templates’
will be an added advantage.
 Basic understanding of Power BI/Tableau would be an added advantage.
 Attention to detail, Innovative and analytical thinking.
 Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word).
 The profile involves effective communication across Clients’ facilities globally and hence
possessing excellent interpersonal and communication skills in verbal and written English is a must.
 A desire to work in an international team environment, often under pressure and with multiple
stakeholders.

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