Tax Deputy Manager Financial Services Tax

Position Title:

About The Role

Deputy Manager

Financial Services Tax

Key Responsibilities

• Handle end-to-end tax assignments from planning to finalization.
• Lead compliance work related to Partnerships (Form 1065), including Schedules K-1, K-2, K-3.
• Review tax returns and workpapers in accordance with U.S. Tax Law.
• Manage and mentor a small team (1–2 members) within the tax cluster.
• Act as the first-level escalation point for technical queries from juniors.
• Maintain client communication to ensure quality delivery and proactive issue resolution.
• Support senior management in delivery execution and team management.
• Evaluate team performance for engagement-level reviews.
  

Must-Have Qualifications

• Education: Bachelor’s degree in Accounting or a related field
• Experience: Minimum 4 years in U.S./Global taxation with demonstrated growth
• Hands-on experience in:
• Funds-of-Funds, Hedge Funds, Private Equity, or Venture Capital taxation
• Form 1065 and associated U.S. partnership compliance
• Financial services or investment industry taxation
• Strong team leadership and technical review capabilities
  

Preferred Qualifications

• Professional certification such as CPA, CA, or Enrolled Agent (not mandatory but a plus)
• Experience working directly with U.S.-based clients and global stakeholders
• Prior experience in financial services-oriented tax firms
  

Work Environment & Policy

• Work Mode: 4 Days Work From Office
• Monday and Friday are mandatory in-office days
• Shift Timings: 12:30 PM to 9:30 PM IST (must be flexible during peak season)
  

Candidate Profile Preferences

• Should demonstrate stable work history (no frequent job changes or employment gaps)
• Should be adaptable, collaborative, and committed to long-term career development
• Access to strong mentorship, structured learning paths, and leadership opportunities