- 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).
- Provide support to onshore team with tax audits as they arise
- Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
- Must have worked on any of the ERP preferably Workday and Blackline
- 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).
- Provide support to onshore team with tax audits as they arise
- Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
- Must have worked on any of the ERP preferably Workday and Blackline
- B. Com / M. Com / MBA / Bachelor’s Degree in Finance or Accounting is required. Indirect tax experience is necessary.
- Minimum 2+ years of work experience in the technical fields as listed in this JD.
- Advanced skills in MS Office, MS Excel, MS Word
- Accounting System or ERP, Web based applications, Workday
- Tax tools Premium Pro, Optins, One Source, AMsuite, GoRS, Accessory Manager, eWorkpapers etc
- Knowledge of tax websites for payments
- Excellent oral/written communication skills.
- Excellent organization and time management skills
- Excellent analytical skills and competent at logical reasoning
- Must be a self-starter, detail oriented with the ability to meet deadlines under pressure
- Self-disciplined and result oriented
- Demonstrate attention to detail in a fast-paced work environment – especially during processing
- Ability to work effectively as part of a team
- Strong analytical skills
- Understanding of Premium Tax.
- Knowledge of Tax payments and State Notice management, E filings of returns via OPTins
- 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
- Process flows, Documentation and preparation of SOPs
- Ability to support Internal and external tax audits
Skills Required
- B.Com, M.Com, MBA, or bachelor's degree in Finance or Accounting
- Indirect tax experience
- Minimum 2 years of relevant technical work experience
- Advanced Microsoft Office, Excel, and Word skills
- Experience with accounting systems or ERP, web-based applications, and Workday
- Experience with tax tools including Premium Pro, OPTins, OneSource, AMsuite, GoRS, Accessory Manager, or eWorkpapers
- Knowledge of tax websites and state tax payments
- Excellent oral and written communication skills
- Excellent organization and time management skills
- Strong analytical skills and logical reasoning ability
- Understanding of premium tax, tax payments, state notice management, and OPTins e-filings
- Ability to prepare federal, state, and local tax returns for partnerships, corporations, and S corporations
- Ability to prepare process flows, documentation, and standard operating procedures
- Ability to support internal and external tax audits
- Ability to work independently, meet deadlines under pressure, and work effectively in a team
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
