Senior Financial Services Tax
Location: Mumbai / Bangalore / Hyderabad
Employment Type: Full-time
Experience: 3+ years
Role Overview
We are seeking a Senior professional to join a Financial Services Tax practice. This role is suited for individuals who thrive in growing environments, work well with global teams, and are driven to deliver high-quality tax services to financial services clients.
Key Responsibilities
- Deliver a full range of partnership tax services for financial services clients in compliance with applicable laws and regulations.
- Build and maintain client relationships by providing tax planning, consulting, and subject-matter expertise.
- Review and prepare complex U.S. partnership tax returns (Form 1065) for:
- Hedge Funds
- Private Equity Funds
- Venture Capital Funds
- Fund of Funds and similar structures
- Review and manage tax returns and supporting workpapers in accordance with U.S. tax compliance requirements, including:
- Form 1065 and Schedules K-1, K-2, K-3
- State and Local Tax (SALT) compliances
- International tax filing compliances
- Participate in all phases of tax engagements, including planning, projections, review, and finalization.
- Identify tax issues and propose practical solutions.
- Work directly with clients and global counterparts using technology-enabled collaboration tools.
- Gain exposure to complex tax issues affecting U.S. and global investment entities.
- Manage, train, and develop junior staff; participate in performance reviews.
- Contribute to process improvements and technology initiatives within the tax function.
Basic Qualifications
- Bachelor's degree in Accounting or a related field.
- Minimum 3 years of progressive experience in U.S. and/or global taxation.
- Strong understanding of partnership taxation and financial services industry structures.
Preferred Qualifications
- CPA, CA, or Enrolled Agent qualification (preferred).
- Experience working with financial services clients (Hedge Funds, PE, VC).
- Experience working directly with clients and/or global teams.
Work Environment
- Hybrid work model supporting work-life balance.
- Collaborative team-oriented environment.
- Opportunity for continuous learning and professional development.
