Unison Globus is a distinguished international firm with head office in Florida (US) that provides specialized services to Certified Public Accountants (CPAs) and Enrolled Agents (EAs) across the United States of America, Canada, and other Asian countries with offices located in India at Ahmedabad, Surat and Hyderabad. The company is involved in providing US Tax, Accounting, Business Management, Business Process Outsourcing, Valuation and Audit support services to more than 150 small to large US CPA firms. As the firm continues to expand its service deliverables to more mid to large sized firms and is looking for candidates who can join the growth bandwagon at various levels.
Unison Globus is looking for qualified and experienced Tax Manager (Individual and/or Business Taxation) for its offices across India.
Job Roles & Responsibility:
Ø Technical Roles
v Review Federal and State tax returns and projections for more complex high net worth individual, partnership, corporation, trust, fiduciary, and gift tax returns.
v Prepare and review non-resident and expatriate tax returns, have knowledge of forms 2555, 5471 & 5472, 1116, 1118, 8992 & 8993 etc.
v Review federal and state quarterly estimated payments.
v Assist with Tax Audits.
v Check tax returns prepared by assigned tax staff/senior in the team and make necessary recommendations regarding accuracy, efficiency, and applicable tax savings opportunities.
v Gain continuous level of increased compliance responsibility in the review process.
v Research on various client-related tax matters.
v Effectively communicate with CPA client firm and build strong relationship.
Ø Client Onboarding & Handling
v Shadow and work closely with the Business Acquisition team to onboard new clients
v Should be available during for client calls during Out of Hours
v Participate in client onboarding processes, including gathering necessary information, verifying documents, and setting up client profiles.
v Establish strong relationships with clients, addressing their concerns, and providing exceptional customer service.
v Effectively communicate with CPA client firm and build strong relationship.
Ø Process Development and SOPs
v Develop and implement efficient processes and standard operating procedures (SOPs) for firm operations, ensuring consistency and quality in service delivery.
v Streamline workflow and identify areas for improvement to enhance efficiency and productivity.
Ø Mentoring and Training
v Provide guidance and mentorship to junior employees, assisting in their professional development.
v Conduct training sessions on tax regulations, software tools, and best practices.
v Review the work of junior team members and provide constructive feedback.
Requirements:
v CPA/EA and/or CA preferred (or in process)
v 5 to 7 years of tax accounting experience, preferably in a mid-size CPA firm
v Excellent written and verbal communication skills
v Possess knowledge of federal, state, and local tax laws – corporate, individual, trust, gifts, partnership, non-resident and expatriate
v Responsive to clients
v Must have excellent client service skills.
v Approaches projects with a sense of urgency
v Highly motivated
v Outstanding analytical, organizational and project management skills
v Proficient in Microsoft Office Applications
v Advance knowledge of various tax software and research tools is a plus.
What we offer:
v Competitive compensation
v Medical insurance and gratuity
v Learning and development opportunities
v Opportunity to work in dynamic, growing, and professional culture.
v Work life balance with paid leaves and holidays
v Overtime pay and meals during busy season
