Financial Services Tax

Position:

Location: Mumbai, Bangalore, Hyderabad – IndiaExperience: 3 – 6 YearsSalary Range: INR 12 – 19 LPA

Role Overview

Financial Services Tax

Key Responsibilities

• Deliver full-scope partnership tax services to Financial Services clients.
• Prepare and review complex Form 1065 tax returns and Schedules K-1, K-2, K-3.
• Handle tax compliance including State, Local, and International Filings.
• Build and manage strong client relationships, offering strategic tax advice.
• Mentor, train, and lead junior staff; participate in performance reviews.
• Engage in firm-wide technology and process improvement initiatives.
  

Mandatory Requirements

• 3+ years of hands-on US Taxation experience.
• Expertise in preparing and reviewing 1065 forms.
• Experience in at least one of the following:
• Hedge Fund Taxation
• Private Equity Taxation (Federal, M-1, M-2, M-3, K-series)
• Fund of Funds (FOF)
• Venture Capital Taxation
• Experience with financial services clients is required.
• Background in consulting, Big 4, or CPA firms only (Industry experience not considered).
• Proficiency in Tax Compliance work.
  

Work Conditions

• Work Mode: On-site (5 days/week)
• Commute: Must reside within 1 hour to 1 hour 15 minutes travel distance

• Interview Process:
• Technical Round 1: Virtual or In-Person
• Technical Round 2: In-Person (Mandatory)
  

Preferred Qualifications

• CPA / CA / Enrolled Agent (EA) certification
• Strong communication and interpersonal skills
• Experience working directly with global clients or counterparts

• Not acceptable-
• Industry experience
• Global tax-only profiles
• Accounting + Tax blended roles
  

Ideal Candidate Background

• Passionate about financial services taxation
• Comfortable with fast-paced environments and year-round learning