Financial Services Tax Consultant

4 hours ago

Thiruvananthapuram, Kerala, India beBeeTaxSpecialist Full time ₹ 80,00,000 - ₹ 1,20,00,000
Senior Financial Services Tax Specialist

As a Senior Financial Services Tax Specialist, you will play a key role in preparing and reviewing complex financial services client returns. Your primary focus will be on hedge funds, private equity, and fund of funds, as well as blocker corporation returns and S-Corporation returns prepared by staff/senior.

The successful candidate will have extensive experience in detailed review of tax returns, with a strong understanding of CCh Axcess Tax, Gofile room, and Case ware. Relevant experience of 5+ years, with major experience in Financial Services Returns is required.

Key Responsibilities Include:

  • Preparing and thoroughly reviewing complex financial services client returns, primarily for hedge funds, private equity, and fund of funds, as well as blocker corporation returns and S-Corporation returns prepared by staff/senior.
  • Conducting a detailed review of state returns for financial services clients.
  • Identifying international filing requirements through org chart study and reviewing international tax returns.
  • Training new hires on concepts, technologies, and providing timely feedback for each project reviewed.
  • Supervising kick-off calls to understand the client, maintaining regular connections with US counterparts, and intervening in budget conflicts, resource scheduling conflicts, etc.
  • Guiding staff/senior on potential tax adjustments due to tax law changes and e-filing validations.
  • Additional responsibilities include recruitment, training, performance evaluation, mentoring team members, and ensuring adherence to timelines and high-quality deliverables through consistent learning.
  • Enabling the team to achieve organizational goals and facilitating trainings to develop training materials for technical topics.

Required Skills and Qualifications:

  • Qualified Chartered Accountant, Certified Public Accountant (US), IRS Enrolled Agent.
  • Experience in detailed review of tax returns.
  • Knowledge of CCh Axcess Tax, Gofile room, and Case ware.
  • Excellent communication skills.
  • Fluency in English (written and spoken).
  • A quick learner with a positive demeanor and a team player.
  • Ability to work long hours during busy season times.
  • Meeting deadlines and working based on project urgency.
  • Effective multitasking and handling multiple projects simultaneously.
  • Skilled in training and supervising staff, ensuring timely and efficient work completion.
  • Ability to guide subordinates through technical challenges and build working relationships with peers, supervisors, and US colleagues.

Benefits:

This is an excellent opportunity to join a dynamic team and take your career to the next level. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.

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