• o Logical data analysis to understand trends o Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client
• Preparation of withholding returns
- Monthly, Quarterly / Annually using LT tax and TAx port software’s o Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and o Process flows, Documentation and preparation of SOPs o Ability to support Internal and external tax audits o Ability to generate and pull specific reports from workday & upload Journals into workday o Knowledge of Tax payments and State Notice management, E filings of returns via OPTins o Preparation of Monthly/Quarterly/Annual Balancing of various TPAs o Preparation of Daily Deposits for Withholding Tax Liabilities. Responsibilities Essential Functions
• Prepare Withholding & SUT Tax Returns, support the team members in query resolution.
• Preparation of withholding returns
- Monthly, Quarterly / Annually using LT tax and TAx port software’s
• Preparation of Daily Deposits for Withholding Tax Liabilities.
• Preparation of Monthly/Quarterly/Annual Balancing of various TPAs
• Preparation of annual premium tax returns, estimates and other miscellaneous filings for US based entities.
• Performing a review of filings prepared by other team members for accuracy, completeness and technical proficiency.




• E filings of returns via OPTins and making the required payment to the state authority.
• Performing transaction testing for five different types of transactions – Recent Business, Renewal, Reinstatement,
• Cancellation and Endorsement, while using required applications.
• Preparing federal and state workpapers for tax returns and extensions with the primary data provided by client.
• Preparation of federal, state and local tax returns including extensions for US based Partnerships, Corporations, and S. Corporation using software's like Go System, OneSource etc.
• Creating e-file XMLs of returns on platforms/software/applications approved by Internal Revenue Services (IRS).
• Work on client’s portfolio to ascertain PFIC determination and various taxable impacts.
• Perform Research on the open items and resolve them in timely manner.
• Assist team to prepare internal reports, provide support in Audits and report deficiencies to offshore team.
• Provide support to onshore team with tax audits as they arise
• Co-ordinate within the team for training, resolving complex issues, seeking advice etc.
• Provide support in preparation of MBR/QBR’s. Qualifications Must be a graduate with at least 15 years of formal education in any stream with relevant experience in the technical areas listed on this JD. B.
Com / M.
Com / MBA / Bachelor’s Degree in Finance or Accounting is required. Indirect tax experience is necessary.

📌 Lead Assistant Manager (India)
🏢 EXL
📍 India