Staff – IM-EMO
Support on Delivery and Compliance
1. Provide governance and project management support on Investment Management Tax Compliance engagements and ensure transparency to the Client’s tax compliance and reporting process through a web-based portal. Generally, these engagements involve services provided by multiple Deloitte Tax service lines.
2. Monitor service line compliance processes with established engagement protocols and tax filing deadlines.
3. Prepare engagement status reports which are delivered to client on a periodic basis.
4. Conduct /participate on regular conference calls with Engagement Management Office (EMO) Team / service line teams to discuss engagement status.
5. Thoroughly and accurately document issue, actions taken and issue resolution
1. Identify and escalate service line issues promptly and in accordance with engagement communication protocols. Actively participate in issue resolution.
2. Work with the respective service lines i¬¬n identifying and resolving issues and sharing insights to improve our efficiency will be a key component.
6. Provide support on web-based platforms for new clients, manage access, archive, track contact changes, follow up service lines to complete initial confirmation and validation of obligations per scope agreed. Perform regular maintenance of web-based platforms, as needed.
7. Ensure engagement deliverables are posted to web-based platforms and that tax return status is accurately documented by respective service lines.
8. Support the contracting requirements, engagement financials, scope renewal process.
9. Perform other duties as assigned including assisting with new client transition and implementation processes.
10. Develop strong working relationships with the service line teams.
11. Continuously build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations.
Support on Transition (support on client onboarding to Deloitte)
• Assistance during transition phase.
• Setting up the web-based platform for service delivery tracking.
• Following up with the teams and tracking the transition status
• Maintaining the transition tracker (keeping it up to date)
• Tracking scope/fee changes
Qualifications:
• Excellent verbal and written communication skills (English)
• Ability to work virtually, comfortable working with individuals without face-to-face contact.
• Ability to multi-task and support multiple client projects simultaneously.
• Strong organizational skills
• Critical thinking and problem-solving skills
• Ability to quickly adapt to changes
• Self-motivated
• Ability to apply training to real-life scenarios
• Technology skills such as Excel, Word and PowerPoint are required. Skills pertaining to Power BI, Tableau and Alteryx, are an added advantage.