Analyst

Req Id: 21829

City: Gurugram

State/Province: Haryana

Posting Start Date: 7/24/25

Job Description:

Job Description

JD
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 C.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 stakeholder

Do

• Support process by managing transactions as per required quality standards
  
  
  • Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
  • Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
  • Update own availability in the RAVE system to ensure productivity of the process
  • Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
  • Follow standard processes and procedures to resolve all client queries
  • Resolve client queries as per the SLA's defined in the contract
  • Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
  • Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
  • Document and analyze call logs to spot most occurring trends to prevent future problems
  • Maintain and update self-help documents for customers to speed up resolution time
  • Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
  • Ensure all product information and disclosures are given to clients before and after the call/email requests
  • Avoids legal challenges by complying with service agreements

• Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
  
  
  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers' and clients' business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

• Undertake product trainings to stay current with product features, changes and updates
• Enroll in product specific and any other trainings per client requirements/recommendations
• Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
• Update job knowledge by participating in self learning opportunities and maintaining personal networks