Tax Return Specialist for Financial Services

22 hours ago


Vadodara, Gujarat, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000
Senior Financial Services Specialist

The role of a Senior Financial Services Specialist is crucial for the meticulous review of complex client tax returns, primarily focusing on Hedge Funds, Private Equity, and Fund of Funds. This encompasses reviewing blocker corporation returns and S-Corporation returns prepared by staff/senior/Supervisors.

  • Conduct thorough reviews of State returns for financial services clients to ensure accuracy and compliance with tax laws.
  • Identify international filing requirements through organizational chart studies and reviews of international tax returns.
  • Provide training and feedback to existing/new joiners on concepts and technology, ensuring they are equipped to handle project reviews effectively.
  • Lead kick-off calls to understand client needs, facilitate regular connections with US counterparts, and intervene in budget conflicts or resource scheduling issues.
  • Guide staff/seniors on potential tax adjustments due to tax law changes, e-filing validations, and other responsibilities.
  • Other duties include recruitment, training, performance evaluation, mentoring team members, and facilitating trainings to develop training materials for technical topics.

Requirements:

  • Ability to conduct independent tax research for unseen scenarios.
  • Excellent communication skills.
  • Fluency in English (written and spoken).
  • Willingness to learn new tax software.
  • Quick learner with a positive demeanor and a team player.
  • Ready to work long hours during busy season times and meet deadlines based on project urgency.
  • Effective multitasking and project handling skills.
  • Good at training and supervising staff for timely and efficient work completion.
  • Able to guide subordinates through technical problems and build working relationships with peers and supervisors.

Qualifications:

  • Qualified Chartered Accountant or Certified Public Accountant (US) or IRS Enrolled Agent.
  • Experience in detail review of tax returns.
  • Knowledge of relevant software such as CCh Axcess Tax, Gofile room, Case ware.
  • Relevant experience exceeding 8+ years with major experience in Financial Services Returns.


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