US Taxation Senior Partnership (1065) - Financial Services

Job Description

Job Title: Senior – Financial Services Tax Location: Mumbai,Hyderabad,Banglore Work Model: On-site (5 days a week) Working Hours: 12:30 PM – 9:30 PM IST (Flexibility required during peak season) Position Overview An established and rapidly growing consulting and advisory firm is seeking a Senior Tax Professional for its Financial Services Tax Practice based in Mumbai. This role is ideal for individuals who are passionate about U.S. tax compliance and thrive in a fast-paced, collaborative environment. What To Expect Be part of a dynamic, innovative tax team supporting global clients. Gain exposure to complex U.S. tax issues and structures. Contribute to an inclusive, diverse, and forward-thinking culture. Work with advanced technology and processes that streamline compliance and enhance client service delivery. Engage in continuous learning and career development opportunities. Key Responsibilities Deliver a full range of U.S. Partnership Tax services for financial services clients in accordance with federal, state, and international tax laws. Review and manage Form 1065 tax returns and supporting documentation for entities such as: Hedge Funds Private Equity Funds Venture Capital Funds Fund of Funds Ensure compliance with tax filing requirements including: Form 1065 Schedules K-1, K-2, K-3 State and Local Tax (SALT) filings International filing obligations Identify and address tax planning opportunities and complex issues. Collaborate directly with U.S. counterparts and global clients using digital tools and platforms. Mentor and support junior team members through technical guidance and performance feedback. Contribute to internal projects, including those focused on technology and process improvement. Required Qualifications Minimum 3+ years of experience in U.S. Taxation (financial services industry focus is mandatory). Hands-on experience in preparing and reviewing Form 1065 returns is mandatory. Strong knowledge of taxation related to at least one of the following: Hedge Funds Private Equity Funds (with experience in M-1, M-2, M-3 / K-1, K-2, K-3) Fund of Funds (FOF) Venture Capital Proficiency in U.S. tax compliance and reporting standards. Background in consulting firms, Big 4, or large CPA firms only (industry profiles are not considered). Effective verbal and written communication skills. Willingness to work from office all 5 days, adhere to 12:30 PM to 9:30 PM IST shift, and maintain flexibility during peak season. Must reside within 1 to 1.15 hours commute from the office. Preferred Qualifications Professional certifications such as EA, CA, or CPA are a strong advantage. Experience working with global teams or U.S.-based clients. Interview Process Technical Round 1: Virtual or In-Person Technical Round 2: In-Person (mandatory) (Outstation candidates may be considered if they can attend the final round in person at their own expense.) Skills: venture capital taxation,fund of funds taxation,financial services,hedge funds taxation,tax compliance and reporting standards,form 1065,private equity funding,u.s. taxation,effective communication,tax,hedge funds,international filing obligations,digital tools and platforms,private equity funds taxation,state and local tax (salt) filings,form 1065 preparation and review Show more Show less