Do you want to build a career serving U.S.-based clients while growing your experience in U.S. taxation? As part of Deloitte Tax in India, this role supports tax compliance and advisory work for financial services clients, with a focus on U.S. partnership, trust, and related tax matters. You will work with experienced professionals across the Caribbean and Bermuda region while contributing to complex client engagements and broader global initiatives. This role offers the opportunity to deepen technical tax knowledge, expand your network across the firm, and support high-quality client service in a dynamic environment.
Work you'll do
As a Senior, Tax Services on the US Business Tax team, you will be responsible for…
- Reviewing tax workpapers, allocations, and U.S. federal, state, and local partnership and trust tax returns and computations for financial services clients.
- Supporting U.S. tax compliance engagements by preparing materials and research for compliance and consulting projects, including tax planning work.
- Requesting, gathering, and organizing tax information from clients and third parties.
- Communicating with clients regarding tax return positions, filing requirements, and payment instructions.
- Training, mentoring, and supervising junior team members.
The team
Deloitte India (Offices of the Caribbean and Bermuda Countries [CBC]) US Tax Compliance Group based in Hyderabad specializes in three core areas: US partnership federal, state, and local tax return preparation, electronic filing of the returns and research and writing tax technical memorandums on a range of topics related to US partnership taxation in an international context. On taking up a position with the US team, you will have the opportunity to focus on at least two of these core specialties.
The Caribbean and Bermuda Countries member firm tax professionals who work in the US business tax practice are based in Bermuda, the Cayman Islands, and the Virgin Islands. This team of 30+ permanent professionals ranges in grades from Partner to new tax consultant who are trained as US Certified Public Accountants, IRS Enrolled Agents, bar-admitted lawyers and/or master’s degree graduates, and serves a client base consisting of a range of financial services industry clients, including hedge funds, private equity funds, fund-of-funds, and insurance companies.
Location: Hyderabad
Qualifications
Required:
- Bachelor's degree in Accounting, Finance, or other business-related field
- 4+ years of experience in US partnership tax compliance, including knowledge of, and experience using, US income tax software and standard US tax research tools
- Enrolled Agent (EA) certification (or in the process of pursuing)
- Strong accounting knowledge and interest in US tax, including extensive US partnership experience related to hedge funds.
- Extensive experience with hedge funds and funds of funds/private equity, with primary emphasis on hedge funds
- Securities analysis for hedge fund clients
- Allocation of income and loss for hedge fund and FOF/PE clients
- Preparation of federal and state tax returns (residency state); additional experience with state taxable income would be a plus
- Familiarity with forms such as 5471, 8886, etc.
- Experience training staff on tax technical matters
- Excellent interpersonal and collaboration skills, including strong written and verbal communication
- Experience with managing projects, including scheduling, budgeting, client correspondence, billing, team development, and mentoring
- High level of attention to detail, organizational skills, and analytical problem-solving abilities
- Can work under pressure and meet tight deadlines
- Knowledge of Microsoft Office products — in particular, Excel, Word, and Sharepoint
Preferred:
- Experience reviewing U.S. partnership or trust tax returns
- Experience supporting multinational tax compliance engagements
- Experience preparing tax technical memoranda
- Experience reviewing Hedge Fund allocation and securities analysis.