Associate - Project Manager

The Manager of Accounting & Tax will be responsible for overseeing daily accounting activities, ensuring compliance with tax regulations, and assisting in the preparation of accurate and timely financial statements & tax filings. This role will work closely with senior management, external auditors, to ensure compliance with financial and tax reporting standards. The position requires strong technical accounting and tax knowledge, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Assists in the documentation process & preparation of SOPs. Assist in the preparation of tax forms, i.e 1099, Misc, INT, 5498, quarterly estimated tax payments and other tax-related filings. Collaborate with onshore clients to ensure timely and accurate submission of tax filings and other regulatory reports. Should be aware of the Regulatory guidelines of IRS Should be aware of Tax deadlines and have knowledge about Tax liability and payments Must have knowledge amount insurance products Work with management for various EXL operational activities Coordinate and oversee the work of the team, ensuring deadlines are met and tasks are completed accurately. Should perform quality audits of the team and identify gaps and resolve them Mentoring & guiding team members, providing guidance and support for their professional development. Identify areas for process improvements and automation & ensure implementation of the process improvement ideas, within the accounting and tax functions to increase efficiency and accuracy. Should be flexible and follow agile approach for getting the work completed on time Should have an ability to prioritize work to meet client expectations Ensure smooth and transparent communication between internal and external stakeholders Qualifications – Bachelor’s degree in B.com/MBA Finance 8-10 years of experience in book close activities, tax returns with at least 4-5 years in a managerial or leadership role In-depth knowledge of tax laws, accounting standards, and regulatory requirements (e.g., GAAP, IFRS, corporate tax laws) Preferred prior experience in (e.g., OneSource, BPC, etc). Strong Accounting knowledge & prior experience in US Tax domain or insurance industry Strong Communication, demonstrating attention to detail, excellent analytical skills and competent at logical reasoning Ability to work independently and manage multiple priorities effectively. Proven ability to manage cross-functional teams and work collaboratively with senior leadership. Excellent communication and interpersonal skills, with the ability to influence and collaborate with various stakeholders. Strong organizational, problem-solving, and decision-making abilities. High attention to detail with the ability to manage multiple priorities and deadlines

Responsibilities

Lead project planning and execution, Optimize project processes and resources, Ensure project deliverables meet requirements, Provide technical support, Collaborate with stakeholders.

Qualifications

The Manager of Accounting & Tax will be responsible for overseeing daily accounting activities, ensuring compliance with tax regulations, and assisting in the preparation of accurate and timely financial statements & tax filings. This role will work closely with senior management, external auditors, to ensure compliance with financial and tax reporting standards. The position requires strong technical accounting and tax knowledge, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Assists in the documentation process & preparation of SOPs. Assist in the preparation of tax forms, i.e 1099, Misc, INT, 5498, quarterly estimated tax payments and other tax-related filings. Collaborate with onshore clients to ensure timely and accurate submission of tax filings and other regulatory reports. Should be aware of the Regulatory guidelines of IRS Should be aware of Tax deadlines and have knowledge about Tax liability and payments Must have knowledge amount insurance products Work with management for various EXL operational activities Coordinate and oversee the work of the team, ensuring deadlines are met and tasks are completed accurately. Should perform quality audits of the team and identify gaps and resolve them Mentoring & guiding team members, providing guidance and support for their professional development. Identify areas for process improvements and automation & ensure implementation of the process improvement ideas, within the accounting and tax functions to increase efficiency and accuracy. Should be flexible and follow agile approach for getting the work completed on time Should have an ability to prioritize work to meet client expectations Ensure smooth and transparent communication between internal and external stakeholders Qualifications – Bachelor’s degree in B.com/MBA Finance 8-10 years of experience in book close activities, tax returns with at least 4-5 years in a managerial or leadership role In-depth knowledge of tax laws, accounting standards, and regulatory requirements (e.g., GAAP, IFRS, corporate tax laws) Preferred prior experience in (e.g., OneSource, BPC, etc). Strong Accounting knowledge & prior experience in US Tax domain or insurance industry Strong Communication, demonstrating attention to detail, excellent analytical skills and competent at logical reasoning Ability to work independently and manage multiple priorities effectively. Proven ability to manage cross-functional teams and work collaboratively with senior leadership. Excellent communication and interpersonal skills, with the ability to influence and collaborate with various stakeholders. Strong organizational, problem-solving, and decision-making abilities. High attention to detail with the ability to manage multiple priorities and deadlines

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com.

EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.

EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business. Our partnerships with clients are built on a foundation of collaboration – and we’ve been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether that’s unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for many reasons. Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. It’s our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice. And our more than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find out for yourself why clients, employees, and analysts think we’re some of the best in the business. Contact us to see how we can help you achieve your goals.