Inactive

EXL

Analyzes business data and runs outsourced operations

Lead Assistant Manager

Tax AccountingPosted on Nov 2

Full-timeNoida, Uttar Pradesh, IndiaNo salary listedIn-person

About the Job

Requirements

Must be a graduate with at least 15 years of formal education in any stream and have relevant experience in the technical areas listed in the posting.
A B.Com, M.Com, MBA, or bachelor's degree in Finance or Accounting is required.
Indirect tax experience is necessary.
Must be able to perform logical data analysis to understand trends.
Must be able to prepare federal and state workpapers for tax returns and extensions using primary data provided by clients.
Must be able to prepare withholding returns monthly, quarterly, and annually using LT Tax and Taxport software.
Must be able to prepare federal, state, and local tax returns, including extensions, for U.S.-based partnerships, corporations, and S corporations.
Must be able to document process flows and prepare standard operating procedures.
Must be able to support internal and external tax audits.
Must be able to generate and retrieve specific reports from Workday and upload journal entries into Workday.
Must have knowledge of tax payments, state notice management, and electronic filing of returns via OPTins.
Must be able to prepare monthly, quarterly, and annual balancing of various TPAs.
Must be able to prepare daily deposits for withholding tax liabilities.
Must be able to prepare annual premium tax returns, estimates, and other miscellaneous filings for U.S.-based entities.
Must be able to perform transaction testing for new business, renewal, reinstatement, cancellation, and endorsement transactions using the required applications.
Must be able to create electronic-filing XMLs of returns on platforms, software, or applications approved by the Internal Revenue Service.
Must be able to work on client portfolios to determine PFIC status and related taxable impacts.
Must be able to research open items and resolve them in a timely manner.

Responsibilities

Prepare withholding and sales and use tax returns, and support team members in resolving queries.
Prepare withholding returns monthly, quarterly, and annually using LT Tax and Taxport software, and prepare daily deposits for withholding tax liabilities.
Prepare monthly, quarterly, and annual balancing of various TPAs.
Prepare annual premium tax returns, estimates, and other miscellaneous filings for U.S.-based entities.
Review filings prepared by other team members for accuracy, completeness, and technical proficiency.
Electronically file returns via OPTins and make required payments to state authorities.
Perform transaction testing for new business, renewal, reinstatement, cancellation, and endorsement transactions using required applications.
Prepare federal and state workpapers for tax returns and extensions using primary data provided by clients.
Prepare federal, state, and local tax returns, including extensions, for U.S.-based partnerships, corporations, and S corporations using software such as GoSystem and OneSource.
Create electronic-filing XMLs of returns on platforms, software, or applications approved by the Internal Revenue Service.
Work on client portfolios to determine PFIC status and related taxable impacts.
Research open items and resolve them in a timely manner.
Assist the team in preparing internal reports, support audits, and report deficiencies to the offshore team.
Support the onshore team with tax audits as they arise.
Coordinate within the team for training, complex issue resolution, and advice-seeking.
Support preparation of MBRs and QBRs.

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.

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.

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 – New 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.

About the Company

EXL

Analyzes business data and runs outsourced operations

EXL analyzes business data and runs outsourced operations for insurers, healthcare payers, banks, retailers, and other large organizations. Its teams combine industry expertise with data engineering and AI to handle tasks such as claims processing, payment reviews, customer service, and finance within existing technology environments. The company also builds software, including LifePRO, which manages insurance policies, and EXLdata.ai, which connects fragmented data for use in AI systems. Clients pay for consulting projects, ongoing managed services, and software delivered through the cloud. EXL was founded in 1999 and is headquartered in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1999

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