Financial Services Tax Professional

10 hours ago


Lucknow, Uttar Pradesh, India beBeeTaxation Full time ₹ 1,80,00,000 - ₹ 2,50,00,000
Job Opportunity

The ideal candidate will possess a Chartered Accountant certification, with experience in financial services taxation, encompassing Hedge Funds, Private Equity, and Fund of Funds. This role demands an in-depth understanding of US tax laws and regulations, as well as proficiency in tax software such as CCH Axcess Tax, GoFile Room, and CaseWare.

  • Key Responsibilities:
  • Conduct detailed reviews of complex financial services client returns, including blocker corporation returns and S-Corporation returns.
  • Review state returns for financial services clients.
  • Identify international filing requirements through org chart studies and review international tax returns.
  • Train and supervise staff on tax concepts, technology, and provide timely feedback.
  • Supervise kick-off calls to understand clients, intervene in budget conflicts, and ensure resource scheduling conflicts are resolved.
  • Guide staff on potential tax adjustments due to tax law changes and e-filing validations.
  • Recruit, train, and mentor team members.
  • Facilitate trainings and develop training materials for technical topics.
Requirements
  • Ability to conduct independent tax research.
  • Excellent communication and interpersonal skills.
  • Fluency in English (written and spoken).
  • Quick learner with a positive demeanor and a team player.
  • Able to work long hours during busy season times and meet deadlines.

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