Requirements: • Experience: A minimum of 10 years of overall experience in US taxation which includes both preparation and review of tax returns and accounting is essential. Working directly with CPA firm in the US is an added advantage. • Tax Knowledge: High-level understanding of the tax code for individuals and businesses. Assist with tax planning and strategy development, identifying opportunities for reducing tax liability and risk mitigation. • Certifications: Must be a licensed tax preparer, EA (Enrolled Agent), or CPA (Certified Public Accountant) or other qualified professionals in the accounting and tax field. • Software Proficiency: Experience with Tax software such as Drake and Ultra Tax, accounting software such as QuickBooks and Xero, workflow management tools and MS office. • Technical Skills: Computer literacy, strong numerical skills, and meticulous attention to detail. • People Skills: Excellent interpersonal, organizational, multi-tasking and handling various projects simultaneously in an efficient manner. Essential Requirements: 1. Candidate must have knowledge of both 1040 (individual) and business (1120S, 1065). 2. Mustve worked for a major portion of their career especially during the beginning years in small and medium size firms with good backing where they’re exposed to multiple facets of tax filing. They should have end to end exposure. 3. Must have been in a team lead role for at least 6 to 7 years. 4. Should have excellent interpersonal skills, patience and understanding to deal with the chaos of medium sized but fast paced firm like ours. 5. An enrolled agent and someone with commerce background is a must.
Hi All, Greetings from AG FinTax!!! we are hiring for Senior Tax Manager role in Hyderabad location. Requirements: • Experience: A minimum of 10 years of overall experience in US taxation which includes both preparation and review of tax returns and accounting is essential. Working directly with CPA firm in the US is an added advantage. • Tax Knowledge: High-level understanding of the tax code for individuals and businesses. Assist with tax planning and strategy development, identifying opportunities for reducing tax liability and risk mitigation. • Certifications: Must be a licensed tax preparer, EA (Enrolled Agent), or CPA (Certified Public Accountant) or other qualified professionals in the accounting and tax field. • Software Proficiency: Experience with Tax software such as Drake and Ultra Tax, accounting softwares such as QuickBooks and Xero, workflow management tools and MS office. • Technical Skills: Computer literacy, strong numerical skills, and meticulous attention to detail. • People Skills: Excellent interpersonal, organizational, multi-tasking and handling various projects simultaneously in an efficient manner. Essential Requirements: 1. Candidate must have knowledge of both 1040 (individual) and business (1120S, 1065). 2. Mustve worked for a major portion of their career especially during the beginning years in small and medium size firms with good backing where theyre exposed to multiple facets of tax filing. They should have end to end exposure. 3. Must have been in a team lead role for at least 6 to 7 years. 4. Should have excellent interpersonal skills, patience and understanding to deal with the chaos of medium sized but fast paced firm like ours. 5. An enrolled agent and someone with commerce background is a must. About Us: Grandhi FinTax Private Limited was established to offer specialized accounting, tax, and financial leadership services to small business owners in the US. Originating in Seattle, we have expanded nationwide, continuously growing to meet the needs of our clients. Our engagements range from bookkeeping to CFO services, tax preparation to tax planning, and tax implementation to wealth management. We prioritize hard work, innovation, and results while maintaining a flexible, transparent, and supportive work environment, Our mission is to transform our clients business, providing significant value to them, their teams, families, and clients.
Hi All, Greetings from AG FinTax!!! we are hiring for Sr. FP & A Analyst in Hyderabad location. We are seeking a highly analytical and detail-oriented Senior Financial Planning & Analysis (FP&A) Analyst to join our finance team. In this role, you will play a key part in driving business performance through financial insights, strategic planning, forecasting, and data-driven decision-making. You will partner with cross-functional teams to deliver financial models, management reports, and strategic recommendations to senior leadership. Key Responsibilities: Lead budgeting, forecasting, and long-term financial planning processes. Analyze financial and operational results to provide insights into performance, identify trends, and support strategic decision-making. Develop and maintain complex financial models to support scenario analysis, cost initiatives, and business cases. Prepare monthly and quarterly management reporting packages, including variance analysis, KPIs, and executive summaries. Collaborate with business units to understand key drivers, risks, and opportunities. Support strategic projects, such as pricing analysis, new product launches, and capital investment evaluations. Assist in the development of dashboards and data visualization tools (Power BI, Tableau, etc.). Ensure accuracy and integrity of financial data, collaborating with accounting and data teams. Continuously improve financial processes and reporting efficiencies. Required Qualifications: Bachelors degree in Finance, Accounting, Economics, or a related field (MBA, M. Com, CA Inter, CA Finalist, or CA preferred). 7 - 12 years of progressive experience in FP&A, corporate finance, or a similar analytical role. Strong financial modeling and data analysis skills. Proficiency in Excel and financial systems (e.g., SAP, Oracle, Hyperion, Adaptive Insights). Experience with data visualization tools is a plus. Excellent communication and presentation skills; ability to convey financial insights to non-finance stakeholders. Proven ability to manage multiple priorities in a fast-paced environment. Preferred Attributes: Strategic thinker with a strong business acumen. Highly organized and detail-oriented. Comfortable working with ambiguity and changing priorities. Proactive problem-solver with a continuous improvement mindset. Strong interpersonal skills and team collaboration ability. Why Join Us? Opportunity to work in a dynamic and growth-oriented company. Exposure to senior leadership and strategic initiatives. Competitive salary and benefits package. A collaborative and supportive team environment. About Us: Grandhi FinTax Private Limited was established to offer specialized accounting, tax, and financial leadership services to small business owners in the US. Originating in Seattle, we have expanded nationwide, continuously growing to meet the needs of our clients. Our engagements range from bookkeeping to CFO services, tax preparation to tax planning, and tax implementation to wealth management. We prioritize hard work, innovation, and results while maintaining a flexible, transparent, and supportive work environment, Our mission is to transform our clients business, providing significant value to them, their teams, families, and clients.
Job Title : Account Manager Location : Hyderabad, India About the Company We are a USA-based Tax and Finance Firm with a strong commitment to delivering exceptional financial solutions to our clients. With a global footprint and a focus on innovation, we aim to redefine financial services. Join our dynamic team in Hyderabad and be part of our mission to create value for our clients worldwide. Job Summary We are seeking an experienced and results-driven Account Manager to lead a team of tele sales executives and achieve ambitious sales targets. The ideal candidate will be responsible for generating leads, closing sales, and ensuring client satisfaction while driving revenue growth through effective management and strategic selling initiatives. Key Responsibilities Prepare regular reports on account status, including sales forecasts and KPIs. Generate leads through referrals. Cross selling. Client compliance (they solve any problems of clients) Manage other teams. Work with accountants to make sure the delivery happens on time. Resolve client issues and concerns promptly and effectively. Identify and pursue new business opportunities within existing accounts. Ensure timely delivery of products and services per client expectations. Serve as the main point of contact for assigned client accounts. Develop trusted advisor relationships with key stakeholders and decision-makers. Qualifications and Skills Proven experience as an Online Sales Manager, Sales Team Lead, or similar role. Strong understanding of tele sales processes and techniques, with a proven track record of meeting or exceeding targets. Excellent leadership skills with the ability to inspire and drive a team to achieve success. Exceptional communication, negotiation, and interpersonal skills. Analytical mindset to identify sales trends and opportunities for growth. Experience in the finance or taxation industry is a plus. Proficiency in CRM tools and Microsoft Office Suite. What We Offer Competitive salary and other benefits. Opportunity to work in a dynamic and growing international firm. Professional development and growth opportunities. Collaborative and supportive work environment. Join us to be part of a high-performing team that values innovation, growth, and customer satisfaction. To Apply : Email your resume to sbshaik@agfintax.com with the subject line Business Development Manager.