Tax Senior Associate

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Core Responsibilities:

• Supervising Back Office (BO) financial servicing for a portfolio of clients ensuring the smooth running of day to day relationship with FO and consistent delivery of client reporting/ information accurately and on time
• Ensuring that adequate training has been received and support provided in order to complete the role and be proactive in defining areas needing attention or support
• Ensuring that preparers of work receive constructive support and are trained adequately to complete their role
• Be an ‘expert’ on designated clients including understanding technical details of their LPA, SLA, Fee Agreement (if applicable) and any technical nuances
• Minimise risk to IQ-EQ by ensuring all procedures, checklists and SSAE16 requirements (if applicable)

Tasks / Duties:

• Deliver timely quality service to the FO to ensure all requests for designated clients are met, ensuring any client/investor queries are responded to within 24 hours
• Complete detailed review on designated Client work to a standard suitable for CRM/FO review and assist reviews for other teams as required
• Ensure that KPIs are developed, implemented, met and reported quarterly in accordance with agreed SLA’s
• Perform the day-to-day communication on all designated clients between BO and FO accountants
• Maintain regular contact with Front Office through phone calls and emails detailing upcoming deliverables and progress thereof
• Assist with new business take on where required

Qualifications

Essential:

• Certified Public Accountant
• 4+ years relevant experience, at least 1 year of which is in supervisory role
• Experience in tax related work
• Experience of managing service operations and client deliverables
• Experience of managing staff and conducting performance appraisals
• Experience in preparation and review of financial statements with notes and other accounting related reports
• Excellent organisational, prioritisation and interpersonal skills
• Comfortable communicating with FO contacts
• Intermediate Microsoft Office skills with particular focus on Excel skills
• ‘Can do’ attitude, ability to cope with tight deadlines, working under pressure and lead by example

Desired:

• Experience in doing outsourced accounting
• Has dealt with foreign clients
• Advanced Excel skills including Pivot Tables and data manipulation
• Experience working in Financial Services office environment

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

For further information, and to apply, please visit our website via the “Apply” button below.