Manager US Taxation (Partnership - Financial Services)

Job Description

Job Title: Tax Manager – Financial Services Practice Location: Mumbai Working Hours: 12:30 PM – 9:30 PM IST (Flexibility required during peak season) Work Model: Hybrid – 4 days work from office ( home drop facility available as per policy ) Role Overview A leading global advisory and consulting firm is seeking a Tax Manager to join its Financial Services Tax Practice in India. The ideal candidate will have strong experience reviewing and managing Form 1065 tax returns for hedge funds, private equity funds, venture capital funds, and other complex financial structures. This role demands both technical expertise and leadership abilities, with a focus on U.S. tax compliance for financial services clients. Key Responsibilities Review and manage complex U.S. Partnership Tax (Form 1065) returns and related work papers. Handle federal, state, and international tax compliance including: Form 1065, Schedules K-1, K-2, K-3 State & Local Tax (SALT) compliance International tax filing obligations Lead client engagements on day-to-day tax matters, supporting senior leadership in executing service delivery and identifying opportunities for extended services. Provide tax planning for various fund types: hedge funds, private equity, venture capital, and fund of funds. Research complex tax issues and consult on special projects. Work directly with global counterparts using advanced tools and technology. Train, develop, and mentor team members; participate in performance review processes. Must-Have Qualifications Professional Certification: CPA, CA, or Enrolled Agent (EA) – Mandatory Experience: Minimum 6+ years in U.S. tax with at least 1 year at Manager level. Strong review experience on Form 1065 returns, specifically for financial services clients. Direct experience with Hedge Funds, Private Equity, Fund of Funds, or similar structures. Excellent communication skills and ability to manage client relationships independently. No significant gaps in employment or frequent job changes. Preferred Qualifications Background in mid-size to large consulting or CPA firms (Big 4 or similar preferred). Experience working with global counterparts or clients. Exposure to complex tax structuring or cross-border compliance. Skills: advanced tools and technology,tax planning,form 1065,financial services,client engagement,salt compliance,hedge funds,u.s. partnership tax,international tax,international tax filing,private equity,team development,tax,research and consulting Show more Show less