5 Engagement Planning Jobs

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY- GCR US FSO - Manager The opportunity We're looking for a Manager with expertise in planning engagement(s), managing client accounts, gathering, validating and evaluating client information, generating Tax Compliance products, and assuring quality. You will serve as a point of contact for the engagement(s) and act as a counselor for Assistant Managers. Your key responsibilities As a Manager, you will be primarily responsible for planning engagement(s), managing client accounts, gathering, validating and evaluating client information, generating Tax Compliance products, and assuring quality. You will also serve as a point of contact for the engagement(s) and act as a counselor for Assistant Managers. Your client responsibilities include: - Responsible for client accounts - Ability to complete work within client deadlines and meet filing due dates - Assist Assistant Managers with queries and clarify questions - Direct communication with onshore engagement teams/clients - Manage project economics and control costs - Develop, mentor, and supervise Advance Analyst(s), Tax Senior(s), and Assistant Manager(s) - Act as a Counselor - Adhere to practice protocols and internal processes consistently Skills and attributes for success To succeed in this role, you should: - Develop individuals by encouraging independent thinking and responsibility - Successfully delegate tasks to all levels of staff/seniors - Demonstrate leadership and executive presence - Conduct performance reviews, provide positive leadership and mentorship, and contribute to performance feedback/training - Foster teamwork and lead by example - Use technology to share knowledge and enhance service delivery - Maintain an educational program to continually develop skills - Maintain cooperative relationships with other engagement teams - Articulate and support the strategies of the GCR US FSO group - Fulfill the role of a change agent effectively - Possess a high degree of analytical and communication skills - Demonstrate a high degree of accounting and analytical skills - Have good computer knowledge, including proficiency in MS Excel and basic knowledge of other MS Office and web-based applications - Be a team player Domain/Role - Have in-depth knowledge of international tax compliance, including review of foreign income inclusion calculations and various International Forms like 5471, 8858, 8865, and other relevant disclosure statements, analyzing international transactions, and dealing with international compliance issues - Have knowledge of recent tax reforms and topics like GILTI computation, Sec. 163(j) analysis To qualify for the role, you must have: - Graduate/Postgraduate in a finance, numerical, or statistical background - CPA certification will be an added advantage - 10 to 16 years of experience What we look for We are looking for a team of individuals with commercial acumen, technical experience, and enthusiasm to learn new things in a fast-moving environment. You will have the opportunity to be part of a market-leading, multi-disciplinary team of 1400+ professionals in the only integrated global transaction business worldwide. Opportunities to work with EY TAS practices globally with leading businesses across a range of industries. What working at EY offers At EY, we are dedicated to helping our clients, from startups to Fortune 500 companies, and the work we do with them is as varied as they are. You will work on inspiring and meaningful projects, with a focus on education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: - Support, coaching, and feedback from engaging colleagues - Opportunities to develop new skills and progress your career - Freedom and flexibility to handle your role in a way that's right for you EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

You will be joining Elliott Davis, a business solutions firm offering tax, assurance, and consulting services to a wide range of industries, businesses, and individuals. With a mission focused on making a positive impact on customers, people, and communities, we are dedicated to providing exceptional service and volunteering. As we establish our presence in Bengaluru, India, we are seeking dynamic professionals interested in advancing their careers with one of the top 40 accounting firms in the U.S. Your role will primarily involve planning, supervising, and conducting external financial statement audits for community bank and credit union clients. You will assess clients" internal control systems, make recommendations for process improvements, and offer creative solutions to complex issues. Effective communication with staff and clients will be crucial as you work on multiple engagements simultaneously. Your responsibilities will also include managing engagement planning processes, ensuring successful project completion, participating in billing and collection activities, and fostering strong relationships with customers. Additionally, you will lead a team of auditors, provide mentorship, review work, and uphold confidentiality and ethical standards at all times. To excel in this role, you should hold a qualification as a Chartered Accountant or CPA and possess at least 5 years of recent audit experience, preferably in the U.S. financial services industry. Strong interpersonal, analytical, and problem-solving skills are essential, along with the ability to lead a team, multitask effectively, and demonstrate a commitment to continuous learning. While most of your work will be based in our office, you may have the flexibility to work remotely when necessary. The position typically requires 40 hours per week during non-busy seasons and 55 hours per week during busy seasons (January - April), with occasional travel to U.S. offices for four to eight weeks. Join us at Elliott Davis and be part of a team that values professional growth, client satisfaction, and making a meaningful difference in the world of accounting and finance.,

You will play a crucial role as an Analyst and Advisor Relations professional within our Marketing team, focusing on nurturing impactful relationships with global IT analysts and sourcing advisors. Your responsibilities will include managing relationships with renowned analyst and advisory firms, executing engagement plans aligned with key research cycles, collaborating with internal teams to craft compelling narratives, managing analyst briefings and inquiries, monitoring industry research for insights, developing content and reports, and identifying strategic positioning opportunities to enhance brand visibility. To be successful in this role, you should have at least 4 years of experience in Analyst Relations, Advisor Relations, or Strategic Marketing in the tech services or professional services sector. A strong understanding of Cloud and Infrastructure Services is essential, along with excellent communication skills, presentation development abilities, attention to detail, and the capacity to handle multiple projects in a fast-paced environment. Collaboration across various functions and hierarchies, including with senior leadership, will be key, as well as experience working with global teams and stakeholders. While not mandatory, it would be advantageous to have experience engaging with Tier-1 analyst firms like Gartner, ISG, Everest, Forrester, and familiarity with analyst platforms such as ARchitect or Spotlight. This role presents an exciting opportunity to contribute to shaping the brand and positioning of Microland in key market segments while working closely with business leaders.,

As an Analyst and Advisor Relations professional at our organization, you will play a crucial role in nurturing impactful relationships with global IT analysts and sourcing advisors. Your responsibilities will involve managing relationships with leading analyst and advisory firms, executing engagement plans aligned with research cycles and market evaluations, collaborating with internal teams to craft compelling narratives, and staying updated on industry research and competitive intelligence. Your primary focus will be on building and maintaining strong relationships with key global analyst firms such as Gartner, ISG, Everest, Forrester, and advisory firms like KPMG and TPI. You will be responsible for planning and executing targeted engagements, managing briefings and inquiries, monitoring industry research, and developing content for analyst interactions and reports. To excel in this role, you should have at least 4 years of experience in Analyst Relations, Advisor Relations, or Strategic Marketing within the tech services or professional services sector. A solid understanding of Cloud and Infrastructure Services is essential, along with excellent communication skills, presentation development abilities, and attention to detail. Collaboration is key in this role, as you will work closely with service line leaders, marketing teams, and delivery teams to drive strategic positioning and enhance brand visibility. You should also be comfortable working across hierarchies and functions, including engaging with senior leadership and global stakeholders. While not mandatory, experience with Tier-1 analyst firms and familiarity with analyst platforms would be beneficial in this role. This is an exciting opportunity to contribute to shaping our brand and positioning in key market segments while partnering with business leaders to drive success.,

We are C2L Biz Solutions. C2L BIZ is an insurance industry solution provider, which focuses on helping the insurers gear up for challenges by making its value chain more efficient and effective. Its mission is to deliver measurable business outcome by combining their domain knowledge, solution architecting expertise, Functional IP"s, Technology Solution Accelerators and global best practices. We are looking out for Project Managers/Project Lead to lead an Engagement who are technically sound with good communication skills and a close fit to the job description below: Single point responsibility for the engagement Fulfilment of engagement commitments timeines, deliverables, quality, process compliance Maintain customer satisfaction level for the engagement Plan activities for the engagement based on the customer expectations, customer future plans Discuss the plans with the customer to arrive at common understanding and expectations from the engagement from time to time Plan resources as per the needs of the engagement Day to day management of the engagement for work scheduling, work allocation, progress tracking Adapt and implement processes relevant for the engagement, ensure compliance against the processes Team leadership for the engagement Lead the team managing the engagement Ensure team member productivity, motivation, retention Project self as the team leader to the customer for the engagement Communication with the customer for the engagement as the overall leader for the engagement Engagement role fulfilment expectations Domain knowledge of the customer’s business Functional knowledge of the solutions proposed / working from C2L BIZ stable Ability to lead discussions with the users for business / functional requirements related to the engagement commitments Ability to investigate, help the team members to investigate any finding reported by the customer limked with the engagement Commercial aspects of the engagement Ensure achievement of budgeted cost / profitability of the engagement Relate with the account manager for ensuring commercial interests of C2L BIZ are protected Work along with account manager to help in commercial growth of the relationship with the customer Soft / Behavioral Skills: Analytical skills to carry out sessions with the customer personnel to think through proposed solution Ability to conceptualize, interact with the senior management of the customer Good written and oral communication Ability to lead a team of development members Overall management skills to ensure the customer relationships remain under control Confident, Responsible and High Initiative Driven Strong in problem solving and quick in decision making Educational Qualification: BE - Mandatory / MBA - Mandatory / MMS / PGDBA (Mandatory 60% and above throughout in academics) Please note that canddates who meet the MANDATORY QUALIFICATION clause shall be considered for further evaluation. Experience: 8 - 12 years (Minimum 6 years of relevant project management experience is highly desirable) Job Location: Mumbai/Pune (May get posted at client site across the world during the period of engagement. The job may involve travel.) Kindly send your CV with below details : Last full-time qualification : SSC % and year of clearing: HSC / Diploma % and year of clearing: Graduation % and year of clearing: Post-Graduation % and year of clearing: Insurance domain experience (in years) : Experinence as a Project Manager - IT (In Years): Current Location : Base Location : If other than Mumbai, are you willing to relocate here? : Current Employer : Open to work from office – all 5 days : Total Exp : Last drawn CTC : Current CTC : Expected CTC : Notice Period (Need immediate joiners for a new project) : Reason for change : Willingness to travel (Yes/No): Please email your updated CV to batul.diwan@c2lbiz.com