Relationship Manager - HDFC Bank Asset Channel
Posted today
Job Viewed
Job Description
Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.
A. Position Overview
Position Title
Relationship Manager - HDFC Bank Asset Channel
Department
Partnership Distribution
Level/ Band
209
Role Summary :
-Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
B. Organizational Relationships
Reports To
AM/ TM
Supervises
NA
Job Dimensions
Geographic Area Covered
Zone/ Cluster
Stakeholders Internal
Training
Branch Operations
Distribution Operations
Stakeholders External
Channel Partner
C. Key Result Areas
Sales
·Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
·Working jointing with the Branch Manager on Business Implementation plan
·Driving and motivating the branch staff and providing support for logging in applications sourced
·Tapping the right database of the branch and ensure authentic documentation
·Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
·Prospect and meet customers within and outside the Branch as when required
·To develop, agree and implement short term and long-term plans to achieve sales targets
·To achieve branch staff activation targets
·Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
·Seek commitment from the partner towards achievement of business objective
Relationship Management
·Managing the relationship between internal team and channel partner so as to
·Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
·Provide all possible support to the channel partner as a face of parent company
·Effectively execute all Marketing activities as per Partners requirement
·Ensuring timely issuance of policies with resolving all pending etc.
·Adhere to the customer touch-point engagement in order to service his portfolio of customers
·To maintain the desired persistency ratio
·Prompt post-sales service with respect to all domains
·Strategize and interact closely with the HDFC branch manager on business plan execution
Ensure Compliance
·Ensure compliance to internal sales process & other compliance standards
·Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
MIS
·Adhering to the Training Road map.
·Providing timely reports to the Supervisor as per the requirement.
·Adhering to the TALIC code of conduct.
·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
D. Skills Required
Technical
·Product/Subject matter expertise
·Business perspective & planning
·Finance / Insurance industry awareness
·Self-management
·Problem solving skills
·Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
Associate Territory Manager - HDFC Bank Asset Channel
Posted today
Job Viewed
Job Description
Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.
A. Position Overview
Position Title
Associate Territory Manager – HDFC Bank Asset Channel
Department
HDFC Asset Channel
Level/ Band
Assistant Manager/301
Role Summary :
-To manage sales and business objective of the cluster, meeting or exceeding key targets
-To ensure achievement of sales targets with optimal market coverage
-To plan resource allocation and be responsible for financial viability of the cluster.
-To effectively lead and manage his sales team by providing them with ongoing coaching
-To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
-To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business.
B. Organizational Relationships
Reports To
Regional Manager/ Zonal Head
Supervises
Relationship Managers
Job Dimensions
Geographic Area Covered
Branch/ Cluster
Stakeholders Internal
Training
Product Management
Marketing
Branch Operations
Distribution Operations
Stakeholders External
Channel Partner
C. Key Result Areas
Achieve ANP targets through assigned branches
·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster
·Develop joint business and implementation plans with branch manager
·Interact regularly with Sales/ operations team to set targets & achieve required sales
·Initial grooming of the RMs in presentation & selling skills
·Make joint calls with sales team, if required during the initial months
·Accompany the sales team on calls with high-ticket clients
·Build up and maintain solid relationship and rapport with partner’s district managers, branch managers and all frontline sales
Training of the sales team
·Provide on-going training to partner’s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.
·To train the RMs on Presentation and Selling Skills
Monitor sales & provide support
·Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
·Ensure that the high performers are suitably rewarded & kept motivated
·Counsel the low performers to assess the reasons for low productivity
·Accompany the low performers on calls & give them special attention to motivate them
·Organize trainings for low performers to ensure they are conceptually strong
·Maintain and observe Company’s internal control and standards
·Implement and observe the Company’s Compliance Policy
·Act as an escalation point for issues pertaining to policy issuance
Arrange various contests & events for the sales team as well as the customers
·Execute templated events for channel partner
·Fulfill the approval requirements
·Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent
MIS & Reporting
·Design and circulate business MIS and reports to various stakeholder as required
·Analyze data cuts on Business Performance and share the findings with the supervisors
D. Skills Required
Technical
·Product/Subject matter expertise
·Team Management skills
·Mentoring skills
·Business perspective & planning
·Performance Management skills
·Finance / Insurance industry awareness
·Interviewing skills
·Self-management
·Problem solving skills
·Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
·
Corporate Account Manager - HDFC Bank Branch Banking
Posted today
Job Viewed
Job Description
JOB DESCRIPTION
A Position Overview
Position Title
Corporate Account Manager
Department
HDFC Bank –Branch Banking
Level/ Band
Executive
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
B Organizational Relationships
Reports To
Territory Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
·Drive wallet Share in the allocated bank branches with focus product mix.
·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
·Working jointly with the Branch Manager on Business Implementation plan
·Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
·Tapping the right database of the branch and ensure authentic documentation.
·Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively.
·Prospect and meet customers within and outside the Branch as when required.
·To develop, agree and implement short term and long-term plans to achieve sales targets
·To achieve branch RM activation targets
·Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
·Seek commitment from the partner towards achievement of business objective.
Relationship Management
·Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
·Provide all possible support to the channel partner as a face of parent company.
·Effectively execute all Marketing activities as per Partners requirement
·Ensuring timely issuance of policies with resolving all pending etc.
·Adhere to the customer touch-point engagement in order to service his portfolio of customers.
·To maintain the desired persistency ratio
·Prompt post-sales service with respect to all domains.
·Strategize and interact closely with the RM on business plan execution.
Ensure Compliance
·Ensure compliance to internal sales process & other compliance standards.
· Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team.
MIS
·Adhering to the Training Road map.
·Providing timely reports to the Supervisor as per the requirement.
·Adhering to the TALIC code of conduct.
E Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Corporate Account Manager - HDFC Bank Branch Banking
Posted today
Job Viewed
Job Description
JOB DESCRIPTION
A Position Overview
Position Title
Corporate Account Manager
Department
HDFC Bank –Branch Banking
Level/ Band
Executive
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
B Organizational Relationships
Reports To
Territory Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
·Drive wallet Share in the allocated bank branches with focus product mix.
·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
·Working jointly with the Branch Manager on Business Implementation plan
·Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
·Tapping the right database of the branch and ensure authentic documentation.
·Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively.
·Prospect and meet customers within and outside the Branch as when required.
·To develop, agree and implement short term and long-term plans to achieve sales targets
·To achieve branch RM activation targets
·Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
·Seek commitment from the partner towards achievement of business objective.
Relationship Management
·Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
·Provide all possible support to the channel partner as a face of parent company.
·Effectively execute all Marketing activities as per Partners requirement
·Ensuring timely issuance of policies with resolving all pending etc.
·Adhere to the customer touch-point engagement in order to service his portfolio of customers.
·To maintain the desired persistency ratio
·Prompt post-sales service with respect to all domains.
·Strategize and interact closely with the RM on business plan execution.
Ensure Compliance
·Ensure compliance to internal sales process & other compliance standards.
· Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team.
MIS
·Adhering to the Training Road map.
·Providing timely reports to the Supervisor as per the requirement.
·Adhering to the TALIC code of conduct.
E Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Territory Sales Manager - HDFC Bank Branch Banking
Posted today
Job Viewed
Job Description
Job Description
APosition Overview
Position TitleTerritory Sales Manager
DepartmentHDFC Bank–Branch Banking
Level/ BandKAM as per PD sankalp
Role Summary:Dual responsibility of direct sourcing as well as team management.
-Interact withBank’s cluster head& bank employees and manage them on daily basis
-Branches directly mapped to him/her.
-Manage RMs mapped to him to help them achieve sales targets
-Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team,
maintains & drives compliance at the zone.
B Organizational Relationships
Reports ToCircle Manager
SupervisesRMs
C Job Dimensions
Geographic Area CoveredZone/s
StakeholdersSupervisors, RMs, Ops, Underwriting
Internal
ExternalBank–Channel Partner
D Key Result Areas
Interact with Bank branch∙Provide guidance &support toBank’s employee, TATA AIA RMs and
employee,Bank’sClusterall stakeholders in terms of submissions, issuance , pending resolve etc
Head to help them achieve∙Maintain good relationship with Bank’s Cluster Head- interact with
him regularly to assess business status. Take help from them to push &
salestargets&,while
motivate them to maintain productivity
ensuringthatthe
∙Maintain persistency by monitoring case size & healthy product mix
persistency & productivity
∙Ensurethattheyaremeetingtheirteamtargetsaswellas
is maintainedindividual sales targets
∙Managing the relationship between internal team and channel partner so
as to foster sales for the company and mmaintain utmost levels of
responsiveness to requirements from the Channel Partner
EnsureRecruitmentisas∙Regularly interact with HR to ensure that recruitment is as per plan
per plans
Monitortheperformance∙Ensure that RM’smeet their respective targets which will promote them
of RMs to promote them toto the next level
the next level
Job Description
Maintain&drive∙Ensure adherence to SOPs & sales processes & instigate disciplinary
compliance at the zoneaction against those fond breaching them
Top Line Growth/BusinessAchievement of NB Premium target, RM Activation and Product mix
Enablement
Business EnablersSales activity management, renewal collection, and high level relationship
mapping with bank staff (very important)
Risk‘Own-up’ the risk of the function by developing a risk aware culture through
participation in measurement, analysis and mitigation of risks associated with the
respectivefunction.Thisincludesdevelopmentofriskresponseprocesses,
participation in contingency and business continuity programs and reporting of
emerging risks with potential impacts. Also respond to risks highlighted by
employees through formal / informal mechanisms and advice on various risk
management issues within the organization and provide feedback. Participate in
implementingriskmitigationplanthroughoptimumresourceallocation,
monitoring and reporting on status.
E Skills Required
TechnicalGood Knowledge of MS Office
Behavioral
EssentialDesired
Interpersonal skills∙
Communication skills∙
Creative thinking skills∙
Supervising/Leadership skills∙
Teamwork Skills∙
Influencing skills∙
Relationship Building skills∙
Decision making skills∙
F Incumbent Characteristics
EssentialDesired
QualificationGraduationManagement background preferred
ExperienceShouldhaveatleast6years’
experience of banca sales with at
least2years’experiencein
leading teams.
. The incumbent also preferably
needs to have knowledge of retail
sales in the insurance parlance.
Manager - 1065 (Financial Services) - Tax
Posted 16 days ago
Job Viewed
Job Description
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.
Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.
How You’ll Spend Your Time:
- Top side/detail review of complex partnership, corporation and S-Corporation returns prepared by staff/senior/AM (Financial services)
- Resolve queries recognized by Staff/Senior on potential tax adjustments due to tax law changes.
- Identify international filing requirement by Org chart study and review international tax returns.
- Train existing/new joiners on concepts & technology and share timely feedback for each of the project reviewed.
- Supervise kick-off & regular connects with US counterparts by teams and intervene in budget conflicts, resource scheduling conflicts, etc.
- Guide team on efile validation of returns to free from rejects and errors.
- Manage and coach aligned professionals for their career path.
- Responsible for quality & turnaround of returns for aligned office/niche.
- Provide regular and detailed feedback and keep motivating team during Tax seasons.
- Maintain good correspondence with US point of contacts for seamless process flow and regularly touch-base with scheduler to keep team occupied and share returns status.
- Execute assignments in an effective manner including appropriate delegation and monitoring of work.
- Assist in hiring as and when need arise to place potential candidates.
- Assist leadership team with analyzing the data and provide insights to help them to navigate the plan.
- Have a regular connect with aligned professionals to discuss about potentials opportunities for growth of the business and team members.
- Performance review of aligned professionals and provide clear career path for them to grow.
- Provide construction feedback along with potential opportunities from improvements and growth.
Requirements:
- Minimum 7 to 10 years of post-qualification hands-on experience with U.S. accounting firm.
- Chartered Accountant or CPA is preferred.
- Experience and knowledge of U.S. Tax Code is required.
- At least 5 years of leading multiple engagements and supervising staff.
- Strong command of the English language, both written and verbal communication.
- Strong commitment to an entrepreneurial work ethic.
- Competently analyzes and prioritizes information to make appropriate recommendations.
- Ability to manage multiple engagements simultaneously and communicate as a team with the Domestic (US) engagement teams.
Website:
Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.
Manager - 1065 (Financial Services) - Tax
Posted 2 days ago
Job Viewed
Job Description
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.
Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How You’ll Spend Your Time:
- Top side/detail review of complex partnership, corporation and S-Corporation returns prepared by staff/senior/AM (Financial services)
- Resolve queries recognized by Staff/Senior on potential tax adjustments due to tax law changes.
- Identify international filing requirement by Org chart study and review international tax returns.
- Train existing/new joiners on concepts & technology and share timely feedback for each of the project reviewed.
- Supervise kick-off & regular connects with US counterparts by teams and intervene in budget conflicts, resource scheduling conflicts, etc.
- Guide team on efile validation of returns to free from rejects and errors.
- Manage and coach aligned professionals for their career path.
- Responsible for quality & turnaround of returns for aligned office/niche.
- Provide regular and detailed feedback and keep motivating team during Tax seasons.
- Maintain good correspondence with US point of contacts for seamless process flow and regularly touch-base with scheduler to keep team occupied and share returns status.
- Execute assignments in an effective manner including appropriate delegation and monitoring of work.
- Assist in hiring as and when need arise to place potential candidates.
- Assist leadership team with analyzing the data and provide insights to help them to navigate the plan.
- Have a regular connect with aligned professionals to discuss about potentials opportunities for growth of the business and team members.
- Performance review of aligned professionals and provide clear career path for them to grow.
- Provide construction feedback along with potential opportunities from improvements and growth.
Requirements:
- Minimum 7 to 10 years of post-qualification hands-on experience with U.S. accounting firm.
- Chartered Accountant or CPA is preferred.
- Experience and knowledge of U.S. Tax Code is required.
- At least 5 years of leading multiple engagements and supervising staff.
- Strong command of the English language, both written and verbal communication.
- Strong commitment to an entrepreneurial work ethic.
- Competently analyzes and prioritizes information to make appropriate recommendations.
- Ability to manage multiple engagements simultaneously and communicate as a team with the Domestic (US) engagement teams.
Website:
Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.
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Tax supervisor - 1065 ( financial services )
Posted today
Job Viewed
Job Description
Job Title: US Tax Supervisor About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U. S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.Job description & Summary: Job responsibilities: Responsibilities Includes, but not limited to: Prepare & Review U. S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ). Able to do tax research independently. Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.Exhibits exceptional client relationship management and client service skills.Build working relationships with peers, supervisors, and U. S. colleagues.Position Requirements: 6-8 years of experience into partnership taxation.Qualification: CA, CA Inter, CPA, EA, MBA Finance, M. COM, B.com, BBAKnowledge of a broad range of US income tax laws.Develop and train new and experienced staff.Exercise initiative and sound judgement.Responsive to clients.Strong writing, Excel modeling, and verbal communication skills.Strong analytical, organizational and project management skills.Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).
Tax Supervisor - 1065 ( Financial Services )
Posted today
Job Viewed
Job Description
Job Title: US Tax Supervisor
About the firm:
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.
At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!
Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.
Job description & Summary:
Job responsibilities:
Responsibilities Includes, but not limited to:
- Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
- Able to do tax research independently.
- Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
- Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
- Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
- Exhibits exceptional client relationship management and client service skills.
- Build working relationships with peers, supervisors, and U.S. colleagues.
Position Requirements:
- 6-8 years of experience into partnership taxation.
- Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
- Knowledge of a broad range of US income tax laws.
- Develop and train new and experienced staff.
- Exercise initiative and sound judgement.
- Responsive to clients.
- Strong writing, Excel modeling, and verbal communication skills.
- Strong analytical, organizational and project management skills.
- Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).
Manager - 1065 (Financial Services) - Tax
Posted today
Job Viewed
Job Description
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.
Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.
How You’ll Spend Your Time:
- Top side/detail review of complex partnership, corporation and S-Corporation returns prepared by staff/senior/AM (Financial services)
- Resolve queries recognized by Staff/Senior on potential tax adjustments due to tax law changes.
- Identify international filing requirement by Org chart study and review international tax returns.
- Train existing/new joiners on concepts & technology and share timely feedback for each of the project reviewed.
- Supervise kick-off & regular connects with US counterparts by teams and intervene in budget conflicts, resource scheduling conflicts, etc.
- Guide team on efile validation of returns to free from rejects and errors.
- Manage and coach aligned professionals for their career path.
- Responsible for quality & turnaround of returns for aligned office/niche.
- Provide regular and detailed feedback and keep motivating team during Tax seasons.
- Maintain good correspondence with US point of contacts for seamless process flow and regularly touch-base with scheduler to keep team occupied and share returns status.
- Execute assignments in an effective manner including appropriate delegation and monitoring of work.
- Assist in hiring as and when need arise to place potential candidates.
- Assist leadership team with analyzing the data and provide insights to help them to navigate the plan.
- Have a regular connect with aligned professionals to discuss about potentials opportunities for growth of the business and team members.
- Performance review of aligned professionals and provide clear career path for them to grow.
- Provide construction feedback along with potential opportunities from improvements and growth.
Requirements:
- Minimum 7 to 10 years of post-qualification hands-on experience with U.S. accounting firm.
- Chartered Accountant or CPA is preferred.
- Experience and knowledge of U.S. Tax Code is required.
- At least 5 years of leading multiple engagements and supervising staff.
- Strong command of the English language, both written and verbal communication.
- Strong commitment to an entrepreneurial work ethic.
- Competently analyzes and prioritizes information to make appropriate recommendations.
- Ability to manage multiple engagements simultaneously and communicate as a team with the Domestic (US) engagement teams.
Website:
Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.