Tax Manager – Financial Services

Position Title:

Tax Manager – Financial Services (US Taxation) 19981

Locations:

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Work Hours:

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Position Overview

Tax Manager

Key Responsibilities

• Manage and deliver a full range of U.S. Partnership Tax services in compliance with relevant regulations and deadlines
• Review and oversee the preparation of complex tax returns, especially Form 1065, including Schedules K-1, K-2, and K-3
• Ensure compliance with:
• State and local tax regulations
• International reporting requirements
• Lead daily client communication and relationship management, ensuring timely and accurate service delivery
• Conduct tax research and participate in technical consulting and special projects
• Provide tax planning support and identify potential risks or issues with recommended solutions
• Utilize digital tools and technology to collaborate effectively with U.S. counterparts
• Supervise, mentor, and support the development of team members
• Contribute to performance evaluations and internal knowledge sharing sessions
  

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• Minimum 6+ years of progressive experience in U.S. or global taxation
• Active qualification as a CPA, Chartered Accountant (CA), or Enrolled Agent (EA)
• Prior experience in tax compliance and advisory for financial services entities (e.g., hedge funds, private equity, VC funds)
• Proficiency in federal tax compliance for Form 1065 and related schedules
• Strong communication skills and ability to manage U.S.-based client relationships
  

Preferred Qualifications

• Experience working with international or global tax teams
• Exposure to multi-state and international compliance
• Master's degree in Taxation or a related field (preferred but not mandatory)
• Hands-on experience using modern tax preparation platforms and collaboration tools