494 Tax Planning Jobs - Page 6

As a Manager in the PCS (Private Client Service) Tax practice at EisnerAmper, you will play a crucial role in delivering a full range of Partnership and Corporations tax services for PCS Clients. Your responsibilities will include ensuring compliance with laws and regulations, managing and coordinating tax compliance and advisory work for clients, and providing tax planning for operating businesses that file either 1065, 1120S, or 1120 tax returns. You will review and manage tax returns and supporting work papers as per US Tax Law, including Form 1065, 1120S, and 1120, Schedules K-1, K-2 & K-3, State and Local Tax compliances, International filling compliances, and any additional forms required as per client requirements. In this role, you will maintain and lead client relationships on day-to-day tax matters, support partners with service execution and the development of extended services, research and consult on technical matters and special projects, and proactively build relationships with clients to provide superior client service. You will be responsible for identifying tax issues and proposing potential solutions, as well as being involved in all aspects of tax assignments from planning and projections to finalization. Additionally, you will have the opportunity to work seamlessly with US counterparts by leveraging state-of-the-art technology and electronic office tools and processes. As part of your responsibilities, you will mentor, develop, and motivate Staff and Seniors, as well as provide training on technical topics. The ideal candidate for this role should have a Bachelor's degree in accounting or equivalent field, 5+ years of progressive US/Global taxation experience, a CPA/CA or Enrolled Agent certification, and experience working directly with clients and/or global counterparts. Experience working with PCS clients, specifically small and medium-sized businesses filing 1065, 1120S, and 1120 forms, is preferred. Joining EisnerAmper means being part of one of the largest and fastest-growing accounting and advisory firms in the industry. You will have the flexibility to manage your days in support of the firm's commitment to work/life balance, and you will be part of a culture that values diversity, inclusion, and collaboration. EisnerAmper offers numerous Employee Resource Groups (ERGs) to support Diversity, Equity, & Inclusion (DE&I) efforts, and provides a supportive environment where cultures, ideas, and experiences come together to create new solutions. The Tax team at EisnerAmper is the largest service line within the firm, offering trusted and innovative tax solutions to clients while creating opportunities for employees to grow both personally and professionally. The culture is based on collaboration, innovation, and transparency, with a focus on providing the best tax solutions to meet clients" unique needs. Employees have the flexibility to focus on specific specialties based on location and industry, shaping their careers in a fulfilling way. EisnerAmper is committed to helping clients meet pressing issues while positioning them for success tomorrow. With nearly 4,000 employees and more than 350 partners worldwide, EisnerAmper combines responsiveness with a long-range perspective to serve a diverse range of enterprises and individuals across various industries. As part of the EisnerAmper team, you will have the opportunity to contribute to impactful business advisory services and work alongside professionals dedicated to challenging the status quo and bringing new ideas to the table. EisnerAmper (India) Consultants Pvt. Ltd. is a subsidiary of Eisner Advisory Group LLC, providing advisory services to clients of EA Group and audit services to clients of Eisner Amper LLP. EA India employees also provide operational services to EA Group and Eisner Amper LLP, supporting a culturally diverse pool of over 800 professionals across offices in Mumbai, Bangalore, and Hyderabad. Return to Work policy at EisnerAmper includes working four days a week (Monday & Friday mandatory) for Staff to Manager level, and five days a week (Monday & Friday mandatory) for Senior Manager to Director level. Join EisnerAmper for a unique career experience where you can design a career you love and make a real impact on clients and the industry.,

About Glean: Founded in 2019, Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find, organize, and share information across their teams. By integrating seamlessly with tools like Google Drive, Slack, and Microsoft Teams, Glean ensures employees can access the right knowledge at the right time, boosting productivity and collaboration. The company s cutting-edge AI technology simplifies knowledge discovery, making it faster and more efficient for teams to leverage their collective intelligence. Glean was born from Founder & CEO Arvind Jain s deep understanding of the challenges employees face in finding and understanding information at work. Seeing firsthand how fragmented knowledge and sprawling SaaS tools made it difficult to stay productive, he set out to build a better way - an AI-powered enterprise search platform that helps people quickly and intuitively access the information they need. Since then, Glean has evolved into the leading Work AI platform, combining enterprise-grade search, an AI assistant, and powerful application- and agent-building capabilities to fundamentally redefine how employees work. About the Role: Glean is seeking a Tax Apprentice who will provide additional support to help with engaging and managing consultants, researching tax topics/ proposed transactions for potential tax implications, managing requests from stakeholders within the company, assisting in tax planning, as well as managing the various tax provisions and compliance requirements. You will: Prepare/Assist consultants with the preparation and review of direct and indirect tax filings (e.g., corporate income tax, GST, sales tax). Assist with year-end tax provision (ASC 740/Ind AS 12). Support audits and regulatory inquiries. Monitor changes in tax legislation and assess their impact. Assist in tax planning and cross-border structuring support. Maintain accurate tax records and documentation. About you: MCOM in Finance & Taxation or, M.B.A with a specialization in Taxation or, M.B.A in Finance Location: This role is work-from-office (5 days a week in our Bangalore office)

About Instead Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 were re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline. Insteads investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer as well as top tax accounting firms such as PwC, BDO, RSM, and KPMG. Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Insteads CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40. About the role Were seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll collaborate closely with our US and India team alongside our US-based tax accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work, handling both high-level strategic planning and hands-on preparation of complicated returns. What youll do Help clients identify tax savings opportunities through AI tax return analysis and utilize Instead.com to implement tax strategies throughout the full tax advisory process - from delivering tax plans, implementing tax strategies, and calculating estimated tax payments and filing tax returns Prepare and review federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Support tax planning engagements, performing research and preparing memos on relevant tax issues Collaborate with tax managers and staff, owners of firms, and taxpayers to deliver seamless tax advisory services alongside US team and accounting firms Assist in tax seniors, staff, and admins while ensuring compliance with firm procedures and tax laws What youll need 3 5 years of public accounting experience with strong exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Proficient in reviewing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong organizational, analytical, and communication skills Comfortable working both independently and collaboratively in a team environment Experience with client-facing interactions and relationship management Ability to manage multiple engagements and meet deadlines in a fast-paced environment Nice to have CPA license active or pursuing EA (Enrolled Agent) license active or pursuing Experience with tax planning and advisory services beyond compliance Experience working with US-based accounting and tax firms Knowledge of multi-state tax compliance requirements Experience with complex tax research and memo writing Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Gain hands-on exposure to complex tax issues across diverse industries Work in a supportive environment with opportunities for mentorship and upward mobility Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065. Equal Opportunity Employer - M/F/D/V As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.

Were seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll collaborate closely with our US and India team alongside our US-based tax accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work, handling both high-level strategic planning and hands-on preparation of complicated returns. What youll do Help clients identify tax savings opportunities through AI tax return analysis and utilize Instead.com to implement tax strategies throughout the full tax advisory process - from delivering tax plans, implementing tax strategies, and calculating estimated tax payments and filing tax returns Prepare and review federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Support tax planning engagements, performing research and preparing memos on relevant tax issues Collaborate with tax managers and staff, owners of firms, and taxpayers to deliver seamless tax advisory services alongside US team and accounting firms Assist in tax seniors, staff, and admins while ensuring compliance with firm procedures and tax laws What youll need 3 5 years of public accounting experience with strong exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Proficient in reviewing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong organizational, analytical, and communication skills Comfortable working both independently and collaboratively in a team environment Experience with client-facing interactions and relationship management Ability to manage multiple engagements and meet deadlines in a fast-paced environment Nice to have CPA license active or pursuing EA (Enrolled Agent) license active or pursuing Experience with tax planning and advisory services beyond compliance Experience working with US-based accounting and tax firms Knowledge of multi-state tax compliance requirements Experience with complex tax research and memo writing Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Gain hands-on exposure to complex tax issues across diverse industries Work in a supportive environment with opportunities for mentorship and upward mobility Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.

About Instead Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 were re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline. Insteads investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer as well as top tax accounting firms such as PwC, BDO, RSM, and KPMG. Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Insteads CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40. About the role Were seeking a motivated Tax Staff member to support our team in helping clients identify tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll learn to use Instead.com and collaborate with our US and India team alongside our US-based tax accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work. What youll do Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Assist with tax planning engagements and perform research on relevant tax issues Work closely with managers and partners on client matters while building relationships with clients Support quarterly estimates preparation and tax return filing using Instead software What youll need 1 3 years of public accounting experience with exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong attention to detail and organizational skills Comfortable working collaboratively in a team environment Eagerness to learn and grow in tax advisory services Good communication skills for client interactions Nice to have CPA license active or pursuing EA (Enrolled Agent) license active or pursuing Experience with tax planning and advisory services beyond compliance Experience working with US-based accounting and tax firms Knowledge of multi-state tax compliance requirements Experience with complex tax research and memo writing Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Gain hands-on exposure to complex tax issues across diverse industries Work in a supportive environment with opportunities for mentorship and upward mobility Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065. Equal Opportunity Employer - M/F/D/V As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.

About Instead Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 were re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline. Insteads investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer as well as top tax accounting firms such as PwC, BDO, RSM, and KPMG. Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Insteads CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40. About the role Were seeking a motivated Tax Staff member to support our team in helping clients identify tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll learn to use Instead.com and collaborate with our US and India team alongside our US-based tax accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work. What youll do Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Assist with tax planning engagements and perform research on relevant tax issues Work closely with managers and partners on client matters while building relationships with clients Support quarterly estimates preparation and tax return filing using Instead software What youll need 1 3 years of public accounting experience with exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong attention to detail and organizational skills Comfortable working collaboratively in a team environment Eagerness to learn and grow in tax advisory services Good communication skills for client interactions Nice to have CPA license active or pursuing EA (Enrolled Agent) license active or pursuing Experience with tax planning and advisory services beyond compliance Experience working with US-based accounting and tax firms Knowledge of multi-state tax compliance requirements Experience with complex tax research and memo writing Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Gain hands-on exposure to complex tax issues across diverse industries Work in a supportive environment with opportunities for mentorship and upward mobility Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065. Equal Opportunity Employer - M/F/D/V As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.

We are seeking a detail-oriented and motivated Tax Senior Associate to join our U.S. Tax Compliance team at RSM-USI. In this role, you will work on complex tax returns for S-Corporations, Partnerships, and Individual Clients, ensuring compliance with U.S. federal and state tax laws. You will collaborate with U.S. engagement teams, review tax workpapers, and contribute to process improvements. If you have a strong background in U.S. tax compliance, experience with leading tax software, and a passion for delivering high-quality tax solutions, we encourage you to apply. Basic Qualifications: Experience: Minimum 2+ years of experience in U.S. tax compliance for S-Corporations (1120S), Partnerships (1065), and Individual Clients (1040). Education: Bachelor's or Masters degree in Accounting, Finance, or a related field (B-Com/BBA or M-Com/MBA). Tax Software Proficiency: Experience working with GoSystem, CCH Axcess, CaseWare, or similar tax compliance software. Technical Knowledge: Strong understanding of U.S. federal and state tax laws, including basis calculations, K-1 reporting, and tax adjustments. Analytical Skills: Ability to review and analyze financial statements and tax data to ensure compliance and identify tax planning opportunities. Attention to Detail: Strong focus on accuracy and quality in tax return preparation and review. Communication Skills: Ability to communicate tax issues and findings effectively to managers and clients. Teamwork & Collaboration: Experience working in a team-based environment and coordinating with U.S. counterparts. Technology & Excel Skills: Comfortable working with Excel (pivot tables, VLOOKUP, macros) and tax-related automation tools. Work Schedule Flexibility: Willingness to work U.S. tax season hours and meet deadlines in a fast-paced environment. Preferred Qualifications: CPA, EA, or Masters in Taxation (or actively pursuing certification). Supervisory experience, including training and mentoring junior associates. Exposure to U.S. tax planning and advisory work beyond compliance. Ability to manage multiple projects and meet tight deadlines efficiently.

Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a clients planning and compliance needs. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients goals. As a Tax Associate,you will have an opportunity to work across various client types to gain experience in the following areas: Individual tax planning and compliance Entity tax planning and compliance Trust / Estate / Gift tax planning and compliance Basic Qualifications: Bachelors degree in accounting or business-related field 1-2 years of experience in HNI Required coursework to sit for CPA exam, licensed JD or enrolled agent Strong communication skills (written and verbal) with the ability to work as part of a collaborative team Excellent client relation and interpersonal skillswith the ability to work closely with clients to answer questions or to collect necessary information for client service engagements Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks Preferred Qualifications CPA, JD or Enrolled Agent designation LL.M. in Taxation and/or Masters in Taxation

Responsibilities: Preparing complexHedge Fund or Private Equitypartnership tax returns. Detailed review and analysis of Tax returns. Performing, documenting, and summarizing research and conclusions regarding specific tax issues. Develop, motivate, and train staff level and intern team members. Interact directly with clients handling questions, planning, concerns, etc. Remain up-to-date on current tax practices and changes in tax law. Required Qualifications: Bachelors Degree in Commerce,Accounting or related field 2-3 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm Must be eligible to sit for the CPA exam, CA, EA. Experience preparing and reviewing returns Working knowledge of tax code and technical aspects of tax preparation and compliance Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements Preferred Qualifications: Masters of Accounting, Masters of Taxation or MBA preferred Active CPA, EA, CA. Strong technical skills in accounting, tax preparation and review within the Asset Management industry

Key Responsibilities: Tax Compliance: Ensure timely and accurate filing of all direct (Income Tax, TDS) and indirect tax returns (GST, VAT, etc.). Oversee tax computations, reconciliations, and payments in compliance with relevant laws. Maintain up-to-date documentation for assessments and audits. Tax Planning & Advisory: Develop and implement tax-efficient strategies in line with business objectives and regulatory guidelines. Advise management on the tax implications of strategic decisions, investments, or transactions. Evaluate cross-border transactions for tax exposure and optimize transfer pricing policies. Tax Audits & Litigation: Handle income tax, GST, and other tax assessments and audits by tax authorities. Prepare responses to notices, represent the company in hearings, and manage litigation with support from legal counsel. Maintain proper documentation and evidence for tax positions taken. Transfer Pricing & International Taxation (if applicable): Prepare and maintain transfer pricing documentation and reports. Ensure compliance with OECD guidelines and local regulations for international operations. Coordinate with global tax advisors for cross-border transactions and BEPS-related filings. Internal Controls & Process Improvement: Ensure strong internal controls over tax processes. Monitor tax risks and implement mitigation strategies. Automate tax processes through ERP systems and tax tools where feasible. Key Requirements: Education: Chartered Accountant (CA), CPA, or Master's degree in Taxation/Finance/Law. Additional qualifications like LL.B. or diploma in international taxation is a plus. Experience: 712 years of relevant tax experience, including in-house or Big 4/consulting experience. Solid knowledge of Indian tax laws (Direct Tax, GST) and international tax principles. Skills: Strong technical knowledge of tax regulations, assessments, and compliance. Excellent communication, stakeholder management, and analytical skills. Proficiency in tax software, MS Excel, and ERP platforms (SAP, Oracle, etc.).

Key Responsibilities: Tax Compliance: Ensure timely and accurate filing of all direct (Income Tax, TDS) and indirect tax returns (GST, VAT, etc.). Oversee tax computations, reconciliations, and payments in compliance with relevant laws. Maintain up-to-date documentation for assessments and audits. Tax Planning & Advisory: Develop and implement tax-efficient strategies in line with business objectives and regulatory guidelines. Advise management on the tax implications of strategic decisions, investments, or transactions. Evaluate cross-border transactions for tax exposure and optimize transfer pricing policies. Tax Audits & Litigation: Handle income tax, GST, and other tax assessments and audits by tax authorities. Prepare responses to notices, represent the company in hearings, and manage litigation with support from legal counsel. Maintain proper documentation and evidence for tax positions taken. Transfer Pricing & International Taxation (if applicable): Prepare and maintain transfer pricing documentation and reports. Ensure compliance with OECD guidelines and local regulations for international operations. Coordinate with global tax advisors for cross-border transactions and BEPS-related filings. Internal Controls & Process Improvement: Ensure strong internal controls over tax processes. Monitor tax risks and implement mitigation strategies. Automate tax processes through ERP systems and tax tools where feasible. Key Requirements: Education: Chartered Accountant (CA), CPA, or Master's degree in Taxation/Finance/Law. Additional qualifications like LL.B. or diploma in international taxation is a plus. Experience: 712 years of relevant tax experience, including in-house or Big 4/consulting experience. Solid knowledge of Indian tax laws (Direct Tax, GST) and international tax principles. Skills: Strong technical knowledge of tax regulations, assessments, and compliance. Excellent communication, stakeholder management, and analytical skills. Proficiency in tax software, MS Excel, and ERP platforms (SAP, Oracle, etc.).

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

NTT DATA is looking for a Tax Specialist Advisor to join their team in Gurgaon, Haryana (IN-HR), India. As the Senior Manager, State Income Tax, you will be responsible for managing all aspects of state and local income and franchise tax compliance. This includes tasks such as compiling state workpapers, reviewing and filing annual tax returns, extensions, and quarterly estimates. You will also need to develop strong working relationships with management, finance, and other operating personnel worldwide. Your key responsibilities will include managing US State and Local Income Tax Compliance for multiple companies in various jurisdictions, ensuring all reporting obligations are met accurately and on time. You will also assist with State and Local Income Tax audits and appeals, research complex tax technical issues, and provide guidance to lower-level team members. Staying updated on current developments in state income tax legislation, supporting the quarterly tax provision process, and maintaining compliance calendars are also part of your role. To be successful in this position, you should have 7-10 years of experience in a large corporate tax environment, preferably with a Big 4 or similar background. Being a Chartered Accountant with a good understanding of state and local and franchise tax compliance processes is essential. Experience with State Income Tax Return preparation in OneSource, knowledge of accounting principles, and proficiency in Microsoft Office applications and SAP are required. You should also have the ability to manage multiple projects, identify process improvements, work in a fast-paced environment, and possess strong research and analytical skills. Excellent communication, collaboration, and interpersonal skills are crucial for this role. NTT DATA is a trusted global innovator of business and technology services, serving 75% of the Fortune Global 100. As a Global Top Employer, they have diverse experts in more than 50 countries and a robust partner ecosystem. Their services include business and technology consulting, data and artificial intelligence solutions, as well as application development and infrastructure management. NTT DATA is committed to helping clients innovate, optimize, and transform for long-term success.,

We are seeking a qualified and experienced Chartered Accountant with a minimum of 5 years of post-qualification experience in Indian taxation and statutory compliance. In this role, you will be responsible for managing all aspects of direct and indirect taxes, including GST, TDS, and Income Tax, as well as overseeing tax audits, annual filings, and ongoing compliance requirements. Your primary objective will be to ensure that the organization meets all tax and regulatory obligations accurately and punctually. As a Chartered Accountant, your key responsibilities will include managing end-to-end compliance for Direct and Indirect Taxes such as Income Tax, GST, and TDS. You will be required to prepare and file GST returns (GSTR-1, GSTR-3B, GSTR-9, etc.), ensuring adherence to GST laws. Additionally, you will handle the filing of Income Tax Returns (ITR) for individuals, firms, and companies, including computation and documentation. Other duties will involve advance tax calculations, tax provisioning, year-end tax planning, preparation and submission of Tax Audit Reports (Form 3CD), coordinating tax audits, statutory audits, and assessments, maintaining accurate documentation, monitoring statutory tax deadlines, staying updated with tax law changes, and implementing process improvements in tax and compliance operations. The ideal candidate should be a Qualified Chartered Accountant with at least 5 years of experience in Indian tax and compliance. You must possess a deep understanding of Income Tax, TDS, and GST laws and procedures, along with significant experience in handling tax audits and statutory filings. Familiarity with compliance calendars, regulatory timelines, risk mitigation strategies, proficiency in accounting/tax tools (e.g., Tally, Computax, ClearTax), and MS Excel skills are also essential for this role. This is a full-time, permanent position with a day shift schedule. The work location is in person. Join us in this challenging yet rewarding opportunity to contribute to the organization's tax and compliance functions and ensure adherence to all regulatory requirements.,

This is a full-time on-site role for an Income Tax Consultant located in Junagadh City. As an Income Tax Consultant at Poojan & Associates Chartered Accountants, your main responsibilities will include tax planning, tax compliance, tax preparation, tax audits, and staying up-to-date with tax law. To excel in this role, you should possess Tax Planning and Tax Compliance skills, Tax Preparation and Tax Audits skills, as well as a solid understanding of Tax Law. Strong analytical and problem-solving skills are essential, along with attention to detail and accuracy in your work. Excellent communication and interpersonal skills are also key for effective interaction with clients and team members. Previous experience in a Chartered Accountant firm would be beneficial for this position, providing you with a strong foundation to succeed as an Income Tax Consultant.,

About Glean: Founded in 2019, Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find, organize, and share information across their teams. By integrating seamlessly with tools like Google Drive, Slack, and Microsoft Teams, Glean ensures employees can access the right knowledge at the right time, boosting productivity and collaboration. The company's cutting-edge AI technology simplifies knowledge discovery, making it faster and more efficient for teams to leverage their collective intelligence. Glean was born from Founder & CEO Arvind Jain's deep understanding of the challenges employees face in finding and understanding information at work. Seeing firsthand how fragmented knowledge and sprawling SaaS tools made it difficult to stay productive, he set out to build a better way - an AI-powered enterprise search platform that helps people quickly and intuitively access the information they need. Since then, Glean has evolved into the leading Work AI platform, combining enterprise-grade search, an AI assistant, and powerful application- and agent-building capabilities to fundamentally redefine how employees work. About The Role: Glean is seeking a Tax Apprentice who will provide additional support to help with engaging and managing consultants, researching tax topics/proposed transactions for potential tax implications, managing requests from stakeholders within the company, assisting in tax planning, as well as managing the various tax provisions and compliance requirements. You Will: Prepare/Assist consultants with the preparation and review of direct and indirect tax filings (e.g., corporate income tax, GST, sales tax). Assist with year-end tax provision (ASC 740/Ind AS 12). Support audits and regulatory inquiries. Monitor changes in tax legislation and assess their impact. Assist in tax planning and cross-border structuring support. Maintain accurate tax records and documentation. About You: MCOM in Finance & Taxation or, M.B.A with a specialization in Taxation or, M.B.A in Finance Location: This role is work-from-office (5 days a week in our Bangalore office),

You may mail your CV to saniketkadam@bdo.in if you are interested in the following opportunities at BDO India in Mumbai or Pune: We are looking for individuals with a CA qualification and 0-5 years of experience post-qualification for the positions of Associate, Senior Associate, or Assistant Manager in the Tax & Regulatory Services (TRS) team, specializing in Direct Tax, Corporate Tax, or International Tax. As an Associate/Senior Associate/Assistant Manager in Direct Tax, your responsibilities will include providing tax compliance and advisory services to clients. This will involve tasks such as preparing tax returns, conducting tax research, and ensuring compliance with tax regulations. Strong analytical skills and knowledge of domestic tax laws are essential for this role. If you are interested in the International Tax position, you will be dealing with cross-border tax issues and assisting clients in navigating international tax regulations. Your duties will include structuring international transactions and providing advice on tax implications of foreign investments. A comprehensive understanding of international tax treaties and regulations is necessary for success in this role. For the Corporate Tax role, you will collaborate closely with corporate clients to enhance their tax strategies. Your responsibilities will encompass tax planning, compliance, and reporting to help clients minimize tax liabilities while remaining compliant with the law. Excellent communication skills and a strategic mindset will be key assets in this position. These positions are critical to our team and offer exciting opportunities for professional growth and development. If you are a qualified CA with the requisite experience and expertise in Direct Tax, Corporate Tax, or International Tax, we encourage you to apply and be a part of our dynamic team at BDO India. Thank you for considering these opportunities. Best Regards, SANIKET KADAM Senior Executive - Talent Acquisition Human Resource Department BDO India LLP Email: saniketkadam@bdo.in Visit us at www.bdo.in,

The Finance & Accounting Analyst position based in Bangalore involves working closely with company leadership to oversee financial planning, treasury, and risk mitigation strategies to ensure optimal capital deployment in Web3 investments and operations. As a finance leader, you will provide data-driven insights on resource allocation to facilitate efficient scaling for Hashed Emergent and its portfolio companies. You will be instrumental in financial decision-making, striking a balance between growth opportunities and financial discipline while ensuring compliance with evolving regulations in the Web3 ecosystem. Responsibilities: - Managing recurring FP&A processes such as budgeting, forecasting, and scenario planning. - Developing and implementing financial infrastructure and automation tools to enhance business growth and operational efficiency. - Advising and supporting Web3 projects by leveraging industry best practices and financial trends. - Collaborating with portfolio companies to facilitate the adoption of financial planning and reporting best practices. - Leading year-end financial activities, including tax planning, audits, and compliance reporting. - Supporting fundraising & M&A scenarios for portfolio companies by providing financial insights and due diligence. - Automating financial workflows to enhance efficiency in accounting, reconciliation, and reporting. - Preparing and presenting financial reports to company leadership to facilitate informed decision-making. - Managing relationships with third-party vendors and service providers in coordination with team leads. - Continuously monitoring the broader economic landscape, Web3 ecosystem, and internal developments to ensure financial agility and risk management. - Providing strategic analysis of Hashed Emergent's financial statements to ensure alignment with long-term business goals. Qualifications: - Qualified CA / CFA / CMA (or equivalent financial certification). - 3-6 years of experience in business finance, FP&A, or investment finance at a startup, VC firm, investment firm, or Web3/crypto-native company. - Strong analytical and problem-solving skills with exceptional attention to detail. - Proven financial modeling experience, including building financial statements, creating projections, and sensitivity analysis. - Effective communication skills across teams and leadership to translate financial data into strategic insights. - Experience in bookkeeping, auditing, tax preparation, and financial reporting. - Track record of maintaining accurate balance sheets and creating data-driven budgets for cross-functional teams. - Ability to collaborate with company leadership on key investment and financial decisions. Preferred Skills & Experience: - Work experience in a high-growth company, startup, investment firm, or VC firm. - Web3 expertise, including familiarity with DeFi, tokenomics, and on-chain financial management. - Experience managing high-value transactions, including M&A, CAPEX, and token-based transactions. - Ability to manage third-party vendors and optimize expense structures. - Independent work capability with a contribution to cross-functional teams. - Thriving in a fast-paced, high-pressure, entrepreneurial environment with a strong sense of ownership. Why Join Us - Be at the forefront of Web3 finance and shape financial strategies for pioneering companies. - Work alongside top industry professionals in a high-growth, innovative environment. - Gain hands-on exposure to investments, portfolio management, and financial decision-making in the Web3 space. - If you're passionate about finance and excited by the intersection of traditional finance, Web3, and venture investing, we'd love to hear from you!,

As a member of KKR's Tax Team in Gurugram, you will play a crucial role in ensuring global tax compliance and accurate reporting for the firm's partnerships and corporate tax entities. Your responsibilities will include collaborating with various internal groups and tax advisors, coordinating tax data for investor reporting, analyzing tax treatment, reviewing withholding calculations, and responding to investor and ad-hoc tax-related requests. The team operates in a fast-paced environment, working closely with finance and deal team members, as well as external legal and tax advisors. Your primary responsibilities will involve: - Taking ownership of assigned funds or legal entities for tax compliance, from data collection to final US tax return filing and investor reporting - Communicating effectively with banks, investors, tax advisors, legal advisors, and colleagues - Reviewing federal and state tax returns, investor K-1s, quarterly tax provisions, and withholding calculations - Collaborating with global teams to support tax reporting cycles and identify opportunities for process improvements - Interacting with the Global Tax Team to understand their requirements and address concerns - Handling ad-hoc tax-related requests from stakeholders Qualifications we are looking for include: - Bachelor's degree or equivalent professional experience - 5-7 years of experience in a Financial Services organization, preferably in Private Equity, Real Estate, or Credit - Familiarity with fund structures and U.S. Partnership Tax compliance - Strong knowledge of U.S. Federal and state tax reporting, including Schedules K-1, K-2, K-3 and withholding - Ability to interpret investment structures and tax reporting requirements - Excellent communication skills and ability to collaborate effectively with stakeholders - Familiarity with data analytics tools, process automation, or emerging technologies such as AI If you are a motivated professional with a collaborative mindset, eager to contribute to a dynamic team environment and grow with us, we encourage you to apply. Your impact will be greater with a combination of the qualifications mentioned above. Join us in our Gurugram office, operating on a 4-day in-office and 1-day flexible work arrangement schedule.,

You have an exciting opportunity to join Sri Vijay Vidyalaya Group of Institutions, an esteemed organization dedicated to excellence in education and holistic development. With a strong presence across Dharmapuri and Krishnagiri, our institutions include higher secondary schools, senior secondary school, NEET/JEE academies, and preschool network. At Sri Vijay Vidyalaya, we are committed to nurturing academic brilliance, creativity, and character development as we strive to shape future leaders and open up a world of infinite possibilities. As an ideal candidate for the role, you should possess the following qualifications: - A minimum of 5 years of experience in the accounting field with a proven track record in team management. - Proficiency in accounting tools such as Tally and Microsoft Excel. - Sound knowledge of financial regulations and compliance standards. - Responsible for tax planning throughout the fiscal year and proficient in filing annual corporate tax returns. - Demonstrated excellence in analytical, organizational, and problem-solving skills. - Strong communication and interpersonal abilities to effectively engage with stakeholders. - Capable of working independently and collaboratively within a team environment. - Holds a Bachelor's degree in Accounting, Finance, or a related field. - Open to relocating to Dharmapuri, Tamilnadu. If you are ready to bring your expertise and passion for accounting to a dynamic and growth-oriented environment, we invite you to join our team at Sri Vijay Vidyalaya Group of Institutions.,

About the company: Glean is an innovative AI-powered knowledge management platform established in 2019 to facilitate organizations in swiftly discovering, organizing, and disseminating information among their teams. Through seamless integration with popular tools like Google Drive, Slack, and Microsoft Teams, Glean ensures that employees can access pertinent knowledge promptly, enhancing productivity and fostering collaboration. The company's state-of-the-art AI technology streamlines knowledge exploration, enabling teams to efficiently harness their collective intelligence. The inception of Glean stemmed from Founder & CEO Arvind Jain's profound comprehension of the hurdles employees encounter in navigating and comprehending information within the workplace. Witnessing firsthand the challenges posed by fragmented knowledge and a plethora of SaaS tools that impede productivity, he embarked on developing a superior solution - an AI-powered enterprise search platform that empowers individuals to swiftly and intuitively retrieve essential information. Over time, Glean has metamorphosed into the premier Work AI platform, amalgamating enterprise-grade search capabilities, an AI assistant, and robust application- and agent-building functionalities to revolutionize how employees engage in their tasks. About the Role: Glean is in search of a Tax Apprentice who will offer additional assistance in engaging and overseeing consultants, researching tax-related topics and proposed transactions for potential tax consequences, managing internal requests from stakeholders, participating in tax planning initiatives, and handling diverse tax provisions and compliance obligations. Responsibilities: - Prepare/Assist consultants with direct and indirect tax filings such as corporate income tax, GST, sales tax. - Assist in year-end tax provision (ASC 740/Ind AS 12). - Provide support during audits and regulatory inquiries. - Stay abreast of changes in tax legislation and evaluate their implications. - Aid in tax planning and support cross-border structuring efforts. - Maintain precise tax records and documentation. Qualifications: - MCOM in Finance & Taxation or, - M.B.A with a specialization in Taxation or, - M.B.A in Finance Location: This position requires on-site presence (5 days a week) at our Bangalore office.,

The role of Downstream Tax Specialist is to provide support to the Tax Manager - De Beers in delivering tax advisory, compliance, and policy support to downstream businesses globally. Your responsibilities include aligning the tax profile of the Group with its global footprint, implementing and embedding the Tax Strategy and Tax Governance Framework, and managing tax risks effectively. As a Downstream Tax Specialist, you will proactively partner with global De Beers Brands & Diamond Desirability / Downstream business, collaborate with local tax advisors and internal Group Tax network, and develop relationships with key personnel within the business. You will work towards embedding Group Tax as a valued partner, providing professional advice on major transactions, and promoting collaboration with other parts of Group Tax and the Downstream business. Your role also involves engaging with tax authorities, monitoring external developments, supporting tax audits and disputes, and ensuring compliance with tax regulations and policies. You will assist in tax planning, transfer pricing, risk management, tax policy framework maintenance, and keeping abreast of legislative changes and their implications. In addition to tax-related responsibilities, you will demonstrate behavior in line with health, safety, and environmental standards, support team building efforts, and contribute to the broader business goals. You will identify opportunities for cost management, assist in financial management, and optimize work processes to meet strategic objectives. The ideal candidate for this role should be a Chartered Accountant or possess an equivalent accounting or legal degree. You should have expertise in tax planning, compliance, and governance, with strong analytical, planning, and problem-solving skills. Knowledge of international tax principles, tax laws, transfer pricing, and experience in tax disputes and audits is essential. Experience in the luxury retail industry and interaction with executives would be advantageous. To excel in this role, you should possess social process skills such as self-awareness, team processes understanding, collaboration, and application of energy. Effective communication, high degree of commercial acumen, ability to work under pressure, collaborate within a team, and demonstrate strategic thinking are key requirements for this position. Your ability to effectively communicate with diverse stakeholders, remain focused in uncertain circumstances, and drive high standards of delivery will be crucial in meeting the demands of the role.,

As an accounting professional in this role, you will be responsible for managing all accounting transactions, including preparing budget forecasts and publishing financial statements in a timely manner. You will also handle monthly, quarterly, and annual bank account closings, as well as GST returns and tax computations and preparations in collaboration with a Chartered Accountant. Your duties will extend to managing balance sheets, profit/loss statements, and ledger maintenance, along with providing tax planning services based on current legislation. Additionally, you will be involved in financial forecasting and risk analysis to support informed decision-making. This is a full-time position that offers benefits such as paid sick time and Provident Fund. The ideal candidate should possess a Bachelor's degree and have at least 1 year of experience in accounting. If you have the necessary qualifications and experience, we invite you to apply for this opportunity and contribute to our financial management processes effectively.,

As a Financial Reporting professional, you will be responsible for finalizing the books of accounts for various entities and preparing financial statements in compliance with accounting standards. Your role will involve analyzing financial statements to identify areas for improvement and providing recommendations accordingly. You will also be involved in financial and tax planning for book closure in adherence to standards. In terms of audit planning and execution, you will develop and implement audit plans, engage in internal audit activities, and ensure timely completion of reports. Your responsibilities will include preparing audit reports with detailed findings, identifying process gaps and deficiencies in internal controls, and collaborating with management to implement corrective actions. Additionally, you will be involved in inventory and management audit tasks such as checking/preparing drawing power statements, creating various management MIS reports as per client requirements, and analyzing data to detect discrepancies, risks, and opportunities for enhancement. It is essential for you to stay updated on financial regulations related to GST, the Income Tax Act, and have a basic understanding of FEMA regulations. Knowledge of accounting standards and SEBI compliance for listed companies would be advantageous. Strong interpersonal skills are crucial for effective communication with directors and partners of various entities, as well as for mentoring and developing audit staff. Attention to detail, analytical skills, and observational abilities are key traits required for this role. Proficiency in Excel is essential, and knowledge of Tally & Spectrum (SAP as an added advantage) is preferred. This is a full-time, permanent position with a day shift schedule. To qualify for this role, a Bachelor's degree is required. You should have a minimum of 6 years of experience in leading audit teams. The work location for this position is in person.,

As a Tax Senior Associate at Sikich, you will bring 5-8 years of experience to the table. Your expertise in US GAAP general accounting and proficiency in preparing and reviewing tax forms will be key in tracking client source documents and identifying potential tax credits. Your strong attention to detail and in-depth knowledge of applicable USA tax codes, laws, and regulations will ensure accurate tax reports are produced for our clients. Sikich is a global professional services company specializing in Accounting, Advisory, and Technical services. With a strong presence in the United States, we leverage our comprehensive skillsets to provide transformative strategies and insights for our clients" businesses. Your responsibilities will include preparing and reviewing various U.S. Income Tax Returns to ensure compliance with federal, state, and local regulations. You will consult with clients on financial and tax planning matters, providing strategic advice and recommendations. Managing multiple client engagements simultaneously and delivering accurate reports within scheduled timeframes will be essential. Additionally, you will participate in training programs to enhance your skills and contribute to the development of your peers. To be successful in this role, you should hold a Bachelor's or Master's Degree in Accounting with US Taxation experience. Certification such as Inter CA, CA, CPA, or EA is preferred. Your ability to build strong client relationships, coupled with self-motivation and organizational skills, will set you up for success. Proficiency in tax software and US accounting systems, along with intermediate Microsoft Excel skills, will be necessary. Strong interpersonal and communication skills, problem-solving abilities, and a proactive approach to accuracy are qualities we value in our team members. At Sikich, we offer a range of benefits to support our employees, including family health insurance, life and accident insurance, maternity/paternity leave, performance-based incentives, and a referral bonus program. We also provide exam fee reimbursement, Indian festival holidays, a 5-day working week, meals facility, and access to doctor's consultations. Join us at Sikich to be part of a dynamic team where your expertise and skills will make a meaningful impact on our clients" businesses and your professional growth.,