Tax Manager _ Mohali Office, India _ CPA or EA Required

Department: Escalon Mohali Office

Employment Type: Full Time

Location: Escalon Mohali Office

Description

Must have an Enrolled Agent or CPA license

What You’ll Do:

The Fractional Tax Manager oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast-paced world of start-up accounting. This position reports to the Head of Escalon’s Tax Practice.

A successful Fractional Tax Manager at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self-motivated and responsible possessing strong communication, interpersonal, analytic, and time management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients.

Day-to-Day Responsibilities also include:

Active review of tax deliverables
Team Management
Working in coordination with management Onshore & Offshore
Making assignments and maintaining periodic status reports
Managing communication with accounting and other teams
Managing communication with clients via emails & and phone calls
Planning, forecasting, and managing the workload of the team. Coordinating and contributing to the completion of the same.
Work on tight deadlines during the returns filing season and see to it that the product is delivered on time to avoid paying penalties for late filing.
Gathering the required information directly from Client Management SPOC/Line Manager
Acquire a clear understanding of the process and review the team's work & assist with their queries.
Training & upskilling team continuously
Building & Maintaining client & cross-functional relationships
Mentoring team periodically and on an ad-hoc basis

What You'll Bring

Must Haves:

Master’s degree in accounting or finance/commerce
Must have an Enrolled Agent/ CPA license /MBA/MCOM
Extensive knowledge of US Corporate tax legislation
Strategic/tactical thinking
Strong written & and verbal communication skills in English
Strong accounting knowledge
Minimum of 8 - 9 years of relevant US Corporate Tax experience
Minimum 5 years of workflow management experience
Minimum 5 years of team management experience
Minimum of 4 years direct client management/active consulting experience
Strong presentation skills
Sound problem-solving skills.
The ability to work with different taxation software and learn quickly new software
Proficient in Microsoft Office (Excel, Word, PowerPoint).

Nice to Haves:
• Experience with start-up organizations preferred

More about us:

Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US-based remote workforce and global delivery team in India, Escalon’s solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in-house talent and (iii) the cost frictions associated with scaling internal back-office teams as businesses grow. For more information on Escalon: https://escalon.services/

Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology-enablement and offshore capabilities.

In late 2022, New Harbor Capital made a growth equity investment in Escalon Services.

About New Harbor Capital

New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals.

As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services.

What You'll Bring

More about us:

About Escalon Services, LLC.