Seeking a Manager to join the Financial Services Tax practice in the Mumbai/Bangalore/Hyderabad office, someone who thrives in a growing environment and providing clients with exceptional services.
Responsibilities:
a) Delivering a full range of Partnership tax services for Financial Services Clients in compliance with laws and regulations within time frame.
b) Managing and coordinating tax compliance and advisory work for clients.
c) Providing tax planning and reviewing complex 1065 tax returns of Hedge Funds, Private Equity Funds, Venture Capital Funds, Fund of Funds, and similar complex structures.
d) Review and managing of the Tax returns and supporting Work papers as per US Tax Law
e) Compliance for:
i) Form 1065, Schedules K-1, K-2, K-3,
ii) State and Local Tax compliance,
iii) International filling compliance,
f) Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services
g) Research and consult on technical matters and special projects
h) Proactively build relationships and communicate effectively with the client to provide superior client service.
i) Identify tax issues and propose potential solutions to resolve them.
j) Involved in all aspects of tax assignments from planning and projections to finalization.
k) As a part of the clients team, you will have an opportunity to work seamlessly with US counter parts by utilizing their state of the art technology and electronic office tools and processes
l) Manage, train, and develop staff.
m) Participate in the performance review process
Requirements:
a) Should have reviewing experience on Partnership 1065 forms for Financial Services clients.
b) 6yr+ Experience in Edge Fund Taxation, Private Equity Taxation, Funds of Funds Taxation, Asset Management Taxation and /or Wealth Management Taxation
c) Should have experience managing a team
d) 6yr+ experience working with clients and experience in building client relationships
Basic Qualifications (Must Have):
a) Bachelor s degree in Accounting or equivalent field is required
b) 6+ years of progressive US/Global taxation experience
c) CPA/CA or Enrolled Agent
Preferred/Desired Qualifications:
a) Experience working directly with clients and/or global counterparts
b) Experience working with financial services clients.
