- Deliver full range of tax services in compliance with US taxation laws and regulations within the agreed timeframe;
- Build relationships and interact with clients to provide excellent planning, consulting and expertise;
- Provide innovative tax planning and review complex income tax returns;
- Identify and mitigate tax risks;
- Manage tax provision and tax compliance processes;
- Improve processes by developing or implementing best practices;
- Manage and coordinate tax audits;
- Maintain tax balances on general ledger;
- Prepare all tax papers on a regular basis and handle all information data requests.
Firm Management Responsibilities
Managing Director Support
- Assists the Firm’s managing directors in the San Francisco, New York and Los Angeles offices in developing solutions to streamline the client reporting process;
- Meets with the respective client servicing managing directors and discusses timeline, issues and concerns relating to client accounts;
- Ensures timely delivery of reports and other deliverables to client servicing managing directors for final review and prior to distribution to clients;
- Closely monitors the status of client deliverables and ensures that clients are timely billed and when billed, that the billings are timely collected; and
- Assist in the Firm’s business development efforts by tracking the status of potential clients on a daily basis and meets with existing clients for potential additional services and/or new potential clients.
People Management
- Works with Human Resources to recruit, interview, and hire qualified candidates for all offices;
- Plans global staffing requirements vis-à-vis number of clients and allocates resources to teams in different offices;
- Prepares staff work schedules for each fund assignments, schedules need for overtime work, and ensures that staff members are being utilized according to their capacity and areas of expertise;
- Reviews timesheets of the staff ensuring that all hours are in line with the budgeted hours and the staff’s output;
- Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staff’s performance progression;
- Manages team conflicts, staff attendance, and behavioral issues and comes up with appropriate disciplinary actions, if need be; and
- Attends to seminars, onsite-trainings, and webcasts on technical or accounting updates conducted by the AICPA and industry organizations. Learnings from such activities are in turn, passed on to the teams in different offices by conducting quarterly or annual trainings on technical or accounting updates.
- Coordinates and manages process and technology team projects and initiatives;
- Identifies and coordinates training needs of the team for accounting softwares used;
- Coordinates and identifies possible process improvement initiatives.
As Associate Director, you are also expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Managing Directors of HC Global Fund Services, LLC.
Requirements
Education:
Bachelor’s degree in Accounting is required.
Certification:
CPA (Certified Public Accountant) or CA (Chartered Accountant) certification preferred.
Experience:
Minimum of 3 to 8 years of experience in a Tax Assistant Manager or Tax Manager role, with a strong background in tax compliance and advisory.
Technical Expertise:
In-depth knowledge of tax concepts and regulations, including but not limited to wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting.
Experience with various foreign tax filings, including FATCA, CRS, PFIC, Forms 8858, 8865, 8938, 5471, 5472, FBAR, and miscellaneous filings (e.g., 1099, 1042/1042-S, 8804/8805).
Skills:
Strong client service orientation with exceptional interpersonal skills to manage and build positive business relationships.
Proven leadership and personnel management skills, with the ability to work effectively both independently and collaboratively in a team setting.
Analytical, detail-oriented, with advanced financial reporting, regulatory compliance, and tax expertise.
Work Environment:
Flexibility to adapt work hours based on business needs and deadlines.
Technical Proficiency:
Advanced Microsoft Excel skills and overall computer proficiency.