Senior Tax Advisor for Financial Institutions

4 hours ago


Salem, Tamil Nadu, India beBeeTax Full time ₹ 17,49,000 - ₹ 24,14,000
Lead Financial Services Tax Specialist

  Job Overview:

The successful candidate will play a key role in the preparation and review of complex financial services client returns. You will be responsible for guiding staff and seniors on potential tax adjustments due to tax law changes.

  As Lead Financial Services Tax Specialist, you will oversee kick-off calls to understand clients, regular connects with US counterparts by teams, and intervene in budget conflicts, resource scheduling conflicts, etc.

  This role requires independent tax research skills, good communication skills, fluency in English, and readiness to learn new tax software.

  We seek a qualified Chartered Accountant, Certified Public Accountant (US), IRS Enrolled Agent with relevant experience in detail review of tax returns, knowledge of CCh Axcess Tax, Gofile room, Case ware, and more than 5+ years of experience with major experience into Financial Services Returns.

  The selected candidate will be responsible for enabling the team towards achieving organizational goals, facilitating trainings, and developing training materials for technical topics.

  

Required Skills and Qualifications:

- Chartered Accountant, Certified Public Accountant (US), IRS Enrolled Agent

- Relevant experience in detail review of tax returns

- Knowledge of CCh Axcess Tax, Gofile room, Case ware

- More than 5+ years of experience with major experience into Financial Services Returns

Benefits:

- Enable the team towards achieving organizational goals

- Facilitate trainings

- Develop training materials for technical topics

Others:

- Independent tax research skills

- Good communication skills

- Fluency in English

- Readiness to learn new tax software


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