Tax Consultant

Finovate, a leading independent Wealth Management firm, is seeking a dedicated Tax Consultant to provide expert tax advice, ensure compliance with US tax laws, and assist clients with comprehensive tax planning strategies. This role will primarily focus on US tax regulations while being based out of our office.
Responsibilities:
  • Provide tax consulting services to individuals and businesses, focusing on US federal and state tax laws.
  • Prepare and review US federal and state income tax returns for individuals, corporations, partnerships, and trusts.
  • Conduct thorough tax research and analysis to advise clients on complex tax matters and optimize their tax positions.
  • Develop and implement tax planning strategies to minimize tax liabilities for clients.
  • Represent clients before tax authorities during audits and inquiries.
  • Stay updated on changes in US tax legislation and regulations, ensuring compliance and providing proactive advice.
  • Assist with financial reporting related to tax provisions and disclosures.
  • Collaborate with financial advisors and other internal teams to provide integrated client solutions.
Qualifications:
  • Location: Delhi, India
  • Experience: 3+ years of experience in US tax consulting or a related field.
  • Bachelor’s degree in Accounting, Finance, or a related field from an accredited university.
  • CPA (Certified Public Accountant) or Enrolled Agent (EA) certification is highly preferred.
  • Skills: Strong proficiency in US federal and state tax compliance, tax planning, tax filing, and providing comprehensive advisory services. Experience with tax preparation software (e.g., UltraTax, ProSystem fx Tax) is a plus.
  • Excellent analytical, problem-solving, and communication skills.
  • Detail-oriented, highly organized, and capable of managing multiple client engagements.
  • Of the highest integrity and professionalism.
Compensation & Benefits:
  • Compensation Range: $65,000 – $95,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

  • Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).

Apply

Apply Now

Have a question? 
Fill out the form below or contact us!