14 Tax Services Jobs

CPA profile responsibilities Must have skills: Fund Raising, Investment strategies, Cash Flow management, Financial Strategy, Investor relations, Strategic Budgetary control, IPO funding, Working capital Management, M & A experience will be added advantage. Key responsibilities Financial Reporting & Analysis: Preparing, examining, and analyzing financial statements, ensuring accuracy and compliance with accounting standards such as GAAP/ IND AS/IFRS. Financial Strategy & Planning: Develop and implement financial strategies aligned with overall business objectives and long-term goals. Advise the CEO/MD and other executives on financial implications of business plans and current events. Tax Services: Preparing tax returns (corporate, partnership, and trust), managing tax planning, and advising on tax codes and regulations. Auditing and Assurance: Conducting audits to verify financial records, ensure compliance with laws and regulations, and provide assurance on the accuracy of financial reporting. Financial Reporting & Analysis: Oversee the preparation and presentation of accurate financial reports, including profit and loss statements, balance sheets, and cash flow statements for internal and external stakeholders, including the board of directors, investors, and regulatory bodies. Analyze financial data and market trends to provide insights into company performance and identify opportunities for improvement or cost reduction. Budgeting & Forecasting: Coordinate the development of annual operating, capital, and program budgets and track performance against them. Develop and manage budgets and create accurate financial projections based on past performance, and internal and external factors. Cash Flow & Capital Management: Ensure efficient management of the company's cash flow, working capital, and investments. Oversee the capital structure and ensure optimal financing options are in place. Consulting and Advisory Services: Offering financial consulting, strategic planning, budgeting, and forecasting services to help organizations make informed financial decisions. Compliance: Ensuring adherence to all relevant financial regulations, tax laws, and reporting requirements. Risk Management: Identify, assess, and mitigate financial risks, including those related to market volatility, cybersecurity, and regulatory compliance. Develop and implement strategies to manage these risks and ensure the company's financial well-being. Forensic Accounting: Investigating financial discrepancies, fraud, and other financial crimes. Stakeholder Relations: Play a key role in managing relationships with investors, analysts, and other financial stakeholders. Communicate the company's financial performance and strategy to the investment community. Team Leadership & Development (for senior roles): Leading and mentoring accounting teams, and fostering a culture of continuous learning and improvement. Qualifications and skills Education: A bachelor's or master's degree in accounting, finance, or a related field. CA or CPA is must. Experience: 5-7 years of experience in accounting, tax auditing, or financial analysis is preferred. Technical Skills: Proficiency in accounting software (e.g., QuickBooks, Tally, SAP), advanced Excel skills, and knowledge of financial modeling and tax preparation software. Soft Skills: Strong analytical thinking, problem-solving, communication (written and verbal), attention to detail, organization, and time management skills. Knowledge: Expertise in accounting principles (GAAP, IFRS), tax laws, financial reporting standards, and regulatory compliance

As a Tax & Accounting Manager at Prosperl CPA, you will play a crucial role in our elite international team by leveraging your expertise as an EA or CPA. Your primary responsibilities will involve collaborating with our tax team to enhance efficiencies, develop their expertise, make strategic tax decisions, and ensure that client work aligns with their activities and tax strategies. This will include evaluating the impact and reporting of advanced tax reduction strategies, engaging with US clients for tax preparation requests, assisting in reviewing and assigning returns, monitoring workflow, and identifying opportunities for process improvement. Joining our team offers unique benefits such as the opportunity to learn creative and advanced tax strategies, receive extensive training including in-person retreats and live sessions, leverage AI, automation, and cutting-edge tools for efficient tax services, enjoy a flexible work schedule, collaborate with entrepreneurs, and be part of a fast-growing firm. To excel in this role, you must hold a CPA or EA license, which will be verified, possess some internship experience in tax, and demonstrate your qualifications. At Prosperl CPA, we specialize in providing advanced tax strategy and consulting services to real estate investors and business owners, empowering them to optimize deductions, make informed financial decisions, and achieve their business and personal finance goals. If you are ready to contribute your expertise to a dynamic team and grow in a supportive environment, we encourage you to apply for this full-time position. In addition to competitive benefits such as paid time off and the option to work from home, you will have the opportunity to make a meaningful impact in the tax and accounting field. For more information about Prosperl CPA and our recruiting process, please visit www.prosperlcpa.com/recruiting. We look forward to welcoming a talented and dedicated individual to our team. License/Certification: CPA or EA license (Required),

You will be a part of a dynamic team working for one of the largest multi-national banks (Client) with a global presence. The team specializes in the Supply Chain Finance domain and is known for providing industry-leading solutions to the Client. Your primary responsibility will involve enhancing the existing platform to meet the evolving business requirements in line with industry trends, both functionally and technically. The solution you will be working on is a global application that spans across 3 regions and over 20 countries, all supported by a single code base with multi-lingual capabilities. To excel in this role, you should have 5 - 8 years of experience in Capital Markets, with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar financial institutions. Additionally, you should possess at least 2 years of hands-on experience in custody firms, focusing on areas such as transaction processing, safekeeping, account opening, corporate actions, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. Strong communication, organizational, and analytical skills are essential for success in this role, along with the ability to work effectively in a team with a cross-locational presence. Desirable skills that would be beneficial for this position include certifications like CFA, GARP, PRM, PMI, IIBA, or ISTQB, as well as experience in the IT sector as a business or test analyst in custody domain-related projects. An understanding of AI/ML applications in custody operations would also be advantageous in this role.,

As a Client Services Manager at ASCENT Group, you will be part of a dynamic team at an Independent Global Fund Administrator based in Singapore. Your primary responsibility will be to oversee and manage client relationships by providing a comprehensive range of fund administration services for various types of Alternative funds. Your role will involve reviewing fund constitutional documents from an operational perspective, assisting in setting up fund structures, and delivering tax and accounting services for the funds. This includes tasks such as financial preparation, calculating net asset value, and ensuring compliance with regulatory requirements. In addition, you will be responsible for managing investor services for the funds, which includes conducting KYC reviews, facilitating onboarding processes, calculating returns, and distributing statements to investors. You will ensure that all books and records are meticulously maintained on a robust integrated platform to guarantee accuracy and accessibility. ASCENT Group is at the forefront of the fund administration industry and is experiencing rapid growth with offices across the APAC region. As a Client Services Manager, you will play a crucial role in supporting this expansion and providing exceptional service to our clients. Join us in this exciting journey of innovation and success in the financial services sector.,

As a Senior Vice President in Private Equity Fund Accounting at ASCENT Group, you will be part of an Independent Global Fund Administrator based in Singapore. You will play a vital role in providing a comprehensive range of fund administration services for various Alternative funds, including Hedge Funds, Private Equity Funds, Venture Capital, Crypto Funds, VCC, Retail Estate Funds, and more. Your responsibilities will involve reviewing fund constitutional documents from an operational perspective, assisting in setting up the fund structure, and offering tax and accounting services. This includes financial preparation and calculating the net asset value of the funds. Additionally, you will be responsible for providing investor services, which encompass KYC review, onboarding, calculating returns, and distributing statements to investors. At ASCENT Group, all books and records are meticulously maintained on a robust integrated platform. As a rapidly growing company in the fund administration space, ASCENT Fund Services currently operates across 9 offices in the APAC region, with further expansion on the horizon. Join us in this dynamic environment where you can contribute to the success and growth of our organization.,

You will be working as a Manager in the Tax category with RSM, a leading provider of professional services to the middle market globally. The primary goal is to instill confidence in a world of change, empowering clients and people to realize their full potential. As part of the team, you will play a crucial role in providing detailed review and analysis of complex Private Equity, Hedge Fund, and/or FoF partnership tax returns. Your responsibilities will include mentoring associates and senior associates, offering real-time project feedback, and regular check-ins. You will work on multiple complex issues, communicate in a non-technical manner to facilitate client-team communication, and manage risks for both clients and the firm. Additionally, you will serve as the Tax client service coordinator for appropriate clients, advising them on a full spectrum of RSM's tax services. To excel in this role, you are required to have a Bachelor's Degree in Commerce, Accounting, or a related field, along with 7+ years of experience in business taxation. An active CPA, CA, or EA certification is essential, as well as prior tax compliance & consulting experience serving Asset Management clients. You should possess a working knowledge of tax code and technical aspects of tax preparation and compliance, with a proven track record of managing client engagements from start-to-end. Having a Masters of Accounting, Masters of Taxation, or MBA is preferred. At RSM, we provide a competitive benefits and compensation package, offering flexibility in your schedule to balance work and personal life. We are committed to equal opportunity and providing reasonable accommodations for applicants with disabilities. If you require assistance during the recruitment process, please reach out to us at careers@rsmus.com.,

As a Tax Manager in our PCS Tax practice, you will play a crucial role in delivering exceptional tax services to our clients. You will be joining a dynamic and fast-growing accounting and advisory firm that values diversity, collaboration, and innovation. Your responsibilities will include managing and coordinating tax compliance and advisory work, providing tax planning and review for businesses filing 1065, 1120S, or 1120 tax returns, and overseeing tax assignments from planning to finalization. You can expect to work in an inclusive culture that promotes work-life balance and offers access to advanced technology and electronic office tools. Additionally, you will have the opportunity to contribute to impactful business advisory services and build and maintain client relationships while mentoring and training junior staff on technical topics. To qualify for this role, you should have a Bachelor's degree in Accounting or a related field, along with 5+ years of progressive US/global taxation experience. A CPA/CA or Enrolled Agent certification is required, as well as experience working directly with clients and handling PCS clients, including small and medium-sized businesses. Preferred qualifications include a Master's degree in Tax, Accounting, or equivalent field, and experience managing diverse tax-related projects. The work environment is inclusive and diverse, with a focus on supporting diversity, equity, and inclusion efforts. Depending on your role, you may be required to be onsite for a certain number of days, with Monday and Friday being mandatory for some positions. If you require accommodations or have further inquiries, please reach out to Pathak.ashwani@tavlex.com. We are an Equal Opportunity Employer and do not discriminate based on race, color, national origin, religion, gender, age, disability, or any other protected characteristic under applicable laws.,

As a Tax Manager in our Private Client Service (PCS) Tax practice, you will play a crucial role in delivering a full range of tax services to our clients in compliance with relevant laws and regulations. Your responsibilities will include managing and coordinating tax compliance and advisory work, providing tax planning and review for businesses filing 1065, 1120S, or 1120 tax returns, and overseeing tax assignments from planning to finalization. You will have the opportunity to lead and maintain client relationships, supporting service execution and extended services. Additionally, you will be expected to research and consult on technical tax matters and special projects, identify tax issues, propose effective solutions, and mentor, develop, and train staff and senior associates on technical topics. To excel in this role, you should possess a Bachelor's degree in Accounting or a related field, along with at least 5 years of progressive US/global taxation experience. A CPA/CA or Enrolled Agent certification is required, as well as experience working directly with clients and global counterparts. Strong knowledge of tax regulations, compliance, and advisory services, especially in handling PCS clients, is essential. In this role, you can expect to be part of a leading and fast-growing accounting and advisory firm that values diversity, collaboration, and innovation. You will have the flexibility to manage your work-life balance, access advanced technology and electronic office tools, and contribute to impactful business advisory services. Our work environment is inclusive and diverse, with employee resource groups supporting efforts related to diversity, equity, and inclusion. We are an Equal Opportunity Employer and do not discriminate based on race, color, national origin, religion, gender, age, disability, or any other protected characteristic under applicable laws.,

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.,

You should have 8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. Along with this, you should possess 5+ years of hands-on experience in custody firms across various areas such as transaction processing and settlement, safekeeping, account opening and onboarding, corporate action processing, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. It is essential for you to have proficient communication, organizational, and analytical skills. Being team-oriented and having experience working with cross-locational presence are also important qualities. Additionally, having certifications such as CFA, GARP, PRM, PMI, IIBA, or ISTQB would be considered as good to have skills. IT sector experience as a business or test analyst in custody domain-related projects and an understanding of AI/ML applications in custody operations are also beneficial. Your responsibilities will include specializing in Custody Services as a Subject Matter Expert, identifying challenges within global and boutique custody firms, and proposing technology solutions/offerings for the Capital Markets industry. You will need to develop end-to-end workflow schematics for custody operations at client sites, collaborate with AI architects to identify and develop AI/ML and Generative AI use cases for custody operations, and publish thought leadership in the form of whitepapers focusing on industry transformation through modern technology. Conducting solution demonstrations, documenting current-state custody operations, assessing technology use, preparing a target-state operating model, facilitating training to enhance custody domain knowledge, and staying updated with trends in custody services are also part of your responsibilities. The qualifications required for this role are at the Career Level - IC3. About Us: As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. With over 40 years of experience, Oracle has partnered with industry leaders in almost every sector and continues to thrive by operating with integrity. Oracle is committed to growing an inclusive workforce that promotes opportunities for all and encourages innovation from everyone. Oracle offers competitive benefits, including flexible medical, life insurance, and retirement options, and supports its employees with global opportunities where work-life balance flourishes. Oracle is dedicated to including people with disabilities at all stages of the employment process and provides accessibility assistance or accommodation for disabilities upon request via email at accommodation-request_mb@oracle.com or by calling +1 888 404 2494 in the United States.,

You should have 8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. Additionally, you should possess 5+ years of hands-on experience in custody firms across various areas such as transaction processing and settlement, safekeeping, account opening and onboarding, corporate action processing, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. It is essential to have proficient communication, organizational, and analytical skills while being team-oriented and capable of working with a cross-locational presence. Additionally, having certifications like CFA, GARP, PRM, PMI, IIBA, or ISTQB would be beneficial. Experience in the IT sector as a business or test analyst in custody domain-related projects and an understanding of AI/ML applications in custody operations are considered good-to-have skills. Your responsibilities will include specializing in Custody Services as a Subject Matter Expert, identifying challenges within global and boutique custody firms, proposing technology solutions for the Capital Markets industry, developing end-to-end workflow schematics for custody operations, collaborating with AI architects for AI/ML and Generative AI use cases, publishing thought leadership whitepapers, creating sales collaterals, conducting solution demonstrations, documenting current-state custody operations, assessing technology use, preparing a target-state operating model, facilitating training, and staying updated with trends in custody services. Your qualifications should be at the Career Level - IC3. Oracle, as a world leader in cloud solutions, values integrity and innovation, and is committed to fostering an inclusive workforce. Oracle offers competitive benefits, flexible medical, life insurance, and retirement options, and supports employees in giving back to their communities through volunteer programs. If you require accessibility assistance or accommodation for a disability, you can contact Oracle through the provided email or phone number. ,

As a Tax Manager in our PCS Tax practice, you will play a crucial role in delivering a full range of tax services for PCS Clients in compliance with laws and regulations. You will have the opportunity to manage and coordinate tax compliance and advisory work, provide tax planning and review for businesses filing 1065, 1120S, or 1120 tax returns. Your responsibilities will also include reviewing and managing tax returns and supporting work papers per US tax law compliance, such as Form 1065, 1120S, and 1120, as well as overseeing state and local tax compliances and international filing compliances. In this role, you will be expected to lead and maintain client relationships, support service execution and extended services, conduct research and consult on technical tax matters and special projects, identify tax issues, propose effective solutions, and oversee tax assignments from planning and projections to finalization. Additionally, you will mentor, develop, and train staff and senior associates on technical topics. To qualify for this position, you should have a Bachelor's degree in Accounting or equivalent field, along with 5+ years of progressive US/global taxation experience. A CPA/CA or Enrolled Agent certification is required, as well as experience working directly with clients and global counterparts, particularly with PCS clients, including small and medium-sized businesses filing 1065, 1120S, and 1120 forms. A strong understanding of tax regulations, compliance, and advisory services is essential. Preferred qualifications include a Master's Degree in Tax, Accounting, or equivalent field, experience managing diverse tax-related projects, and the ability to work seamlessly with US counterparts. You can expect to work in an inclusive culture that values diversity, collaboration, and innovation, with access to advanced technology and electronic office tools. Our work environment promotes work-life balance, with different onsite requirements based on your level in the organization. We are committed to fostering an inclusive and diverse workplace and are an Equal Opportunity Employer that does not discriminate based on race, color, national origin, religion, gender, age, disability, or any other protected characteristic under applicable laws.,

Job Description Responsibilities: Advise clients on corporate, partnership, individual and trust and estate tax services. Help determine tax service objectives, scope and methodology and actively participate in communications with client management to understand the client's business and to identify possible tax solutions. Oversee the calculation and analysis of tax strategies for clients and assist with delivering to the client. Manage and review the preparation of corporate, partnership, or individuals, including federal, foreign, state and local tax return, estimated payments and extensions. Monitor, document and apply the tax laws for US tax return preparation. Continue to develop relationships with clients, including involvement in networking and business development activities. Provide both leadership (mentoring and coaching) and supervision to Tax Seniors and Staff. Identify opportunities for continuous improvement and contribute towards implementing them Qualifications: Communication should be Excellent. Post Graduation (Commerce) or CPA is mandate. Tenured Assistant Manager or Lead or Level 1 Manager or above only will be considered (Min of 3- 4yrs of experience in leading a team is Mandate) Required: Experience with 1065 (Partnership) 60% - 70% , 1120 (Corporation), 1120S (Small Corporation) 30% - 40% Preferred: Experience with any one of 1040/1041/990/5500 as an additional combination Proficiency in CCH Axcess Software or SurePrep tools, if they don't have this, we can process candidates with other tool experience as well. Good to Have : Experience in the Financial Services or Real Estate domain

Job Duties As a Manager/Experience Manager in our Core Tax Services practice, you will: Utilize your educational and professional experience to serve BDO USAclients Will be responsible forassisting BDO USA Clients from various Financial Service Sector (Partnership/Corporate) on various tax implications according to their business and investment structures and thereby help them on their compliance and reporting of federal, state, and local taxes by reviewing and processing their tax returns and relevant forms. Responsible to work with the team in utilizing appropriate softwares and process to serve BDO USA clients better and enhance their experience working with BDO. Responsible to analyze/review the tax computation, tax returns and other relevant forms, as per IRC regulations and code sections and process the tax returns and relevant forms through BDO specific tax softwares and as per the BDO Milestones. Assisting the group of preparers and initial reviewers by analyzing BDO USA clients Book (GAAP) v/s Tax (IRS/IRC) reporting and helping the team in identifying/reviewing the book to tax differences and their impact on their business tax returns along with reportings i.e. (Analyzing book and tax AJE, Fixed Assets (Depreciation and Amortizations), Sales and Disposals(book gain /(loss) v/s tax gain/(loss)), Tax Allocations (Incentive(Water Fall/ Target Allocations), Performance fee, Stuffing, Reval tracking and carried Allocations), Elections etc.). Analyzing and Reviewing Book (realized and unrealized transactions) reports to identify potential book to tax differences based on IRC tax regulations and reportings covering (Wash sale, straddle, constructive sale, short sales, OID and MD, dividend analysis, etc).. Reviewing the partnership agreement for possible shift in allocations, transfers, ownership change, structure or investment changes. Responsible for self and the teams schedule and success, as the managers are expected to lead and will be the primary stake holder for BDO USA clients and leaders in the practice.