Senior Financial Services Tax Review Specialist

20 hours ago


Hyderabad, Telangana, India beBeeTax Full time ₹ 15,00,000 - ₹ 25,00,000
Financial Services Tax Review Specialist

We are seeking an experienced Financial Services Tax Review Specialist to join our team. As a key member of our tax review department, you will be responsible for conducting detailed reviews of complex financial services client returns, focusing on Hedge Funds, Private Equity, and Fund of Funds. Your expertise will also encompass blocker corporation returns and S-Corporation returns prepared by staff/senior/Supervisor.

The ideal candidate will have a strong background in tax law and experience in reviewing state returns for financial services clients. Additionally, you should be proficient in identifying international filing requirements through org chart studies and reviewing international tax returns. Your ability to train existing/new joiners on concepts, technology, and provide timely feedback on reviewed projects will be invaluable.

Key responsibilities include supervising kick-off calls to understand client needs, collaborating with US counterparts, and intervening in budget conflicts and resource scheduling issues. You will also guide staff/seniors on potential tax adjustments due to tax law changes and e-filing validations.

Other responsibilities may include recruitment, training, performance evaluation, and mentoring team members. It is essential that you maintain constant connections with US counterparts to ensure adherence to timelines and deliver high-quality work through consistent learning.

To succeed in this role, you must possess excellent research skills, fluency in English (written and spoken), and the ability to learn new tax software quickly. Multitasking, project management, and effective communication skills are also necessary.

A suitable candidate will hold relevant certifications such as Qualified Chartered Accountant, Certified Public Accountant (US), or IRS Enrolled Agent. Experience in detail review of tax returns and knowledge of CCh Axcess Tax, Gofile room, and Case ware are highly desirable. At least 8+ years of experience in financial services returns is required.



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