Senior Financial Services Tax Professional

1 day ago


Belgaum, Karnataka, India beBeeTax Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Financial Services Tax Specialist

Key Responsibilities:

  • Conduct in-depth reviews of complex financial services client returns, focusing on hedge funds, private equity and fund of funds, blocker corporation returns, and S-Corporation returns prepared by staff or senior professionals.
  • Review state returns for financial services clients to ensure accuracy and compliance.
  • Identify international filing requirements through organizational chart analysis and review international tax returns.
  • Develop and deliver training programs for new and existing team members, providing feedback and guidance on project reviews.
  • Lead kick-off calls to understand client needs, facilitate regular connections with US counterparts, and resolve budget and resource conflicts.
  • Provide guidance to staff and seniors on potential tax adjustments due to law changes, e-filing validations, and other technical aspects.
  • Oversee recruitments, training, performance evaluations, and mentoring of team members.
  • Maintain continuous communication with US counterparts to ensure timely delivery, high quality, and consistent learning.

Required Skills and Qualifications:

  • Ability to conduct independent tax research in unforeseen scenarios.
  • Excellent communication and interpersonal skills.
  • Fluency in English (written and spoken).
  • Willingness to learn new tax software and technologies.
  • Quick learner, enthusiastic, and positive demeanor with strong teamwork capabilities.
  • Ability to work extended hours during peak seasons.
  • Meet deadlines and prioritize tasks based on project urgency.
  • Effective multi-tasking and project management skills.
  • Strong training and supervision abilities.
  • Ability to guide subordinates through technical challenges.
  • Build and maintain professional relationships with peers, supervisors, and colleagues.

Position Requirements:

  • Qualified Chartered Accountant (CA) or Certified Public Accountant (US), IRS Enrolled Agent (EA) certification.
  • Experience in detailed review of tax returns.
  • Knowledge of relevant tax software.
  • Minimum 8+ years of experience, preferably in financial services returns.


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