- Prepare Withholding & SUT Tax Returns, support the team members in query resolution.
- 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.
Responsibilities- 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.
- QCA for the purpose of feedback and audit
- Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement
- Minimum of 3-5 years of experience working with Workday Finance modules
- Prior experience in implementing or supporting Workday Finance functionality is highly preferred
- Translating business needs into Workday configuration elements
- 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 6+ years of work experience in the technical fields as listed in this JD.
Skills Required
- Prepare withholding and SUT tax returns and support team on queries.
- Prepare annual premium tax returns, estimates and miscellaneous filings for US entities.
- Review filings prepared by other team members for accuracy, completeness and technical proficiency.
- E-file returns via OPTins and make required payments to state authorities.
- Perform transaction testing for New Business, Renewal, Reinstatement, Cancellation and Endorsement using required applications.
- Prepare federal and state workpapers for tax returns and extensions using client-provided data.
- Prepare federal, state and local tax returns including extensions for US Partnerships, Corporations, and S Corporations using GoSystem and OneSource.
- Perform PFIC determination and analyze taxable impacts for client portfolios.
- Minimum 3-5 years of experience working with Workday Finance modules.
- Prior experience implementing or supporting Workday Finance functionality.
- Experience working on an ERP system; preferably Workday and BlackLine.
- Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, Client Engagement.
- Indirect tax experience.
- Bachelor's degree in Finance or Accounting (B.Com / M.Com / MBA / equivalent).
- Minimum 6+ years of work experience in the technical fields listed in the job description.
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.
