Finance Lead(US Accounts, Audit and Taxation)

at TIFIN FINTECH INDIA

Finance Lead(US Accounts, Audit and Taxation)

TIFIN FINTECH INDIA

Company

Home

Finance Lead(US Accounts, Audit and Taxation)

at TIFIN FINTECH INDIA

Posted by Vrishali Mishra

5 - 10 yrs

Best in industry

Mumbai

Skills

US GAAP

US TAXATION

Job Description – Finance Lead(US Accounts, Audit and Taxation)

Location

Mumbai

Role Summary

We are looking for a highly motivated finance professional to manage and oversee accounting, taxation, audit, and compliance activities for US-based entities from the Mumbai office. The role will be responsible for ensuring accurate financial reporting, maintaining compliance with US accounting and tax regulations, coordinating audits, and supporting finance operations across multiple entities.

The ideal candidate should have strong accounting fundamentals, exposure to US GAAP, experience in handling US finance operations, and the ability to work effectively with global stakeholders across time zones.

Key Responsibilities

Accounting & Financial Reporting

Manage end-to-end accounting for US entities including journal entries, reconciliations, accruals, and month-end close activities.
Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP and company policies.
Maintain general ledger integrity and ensure accurate bookkeeping and financial reporting.
Perform balance sheet reconciliations and variance analysis.
Support budgeting, forecasting, MIS reporting, and management reporting requirements.

Taxation & Regulatory Compliance

Coordinate federal, state, and local tax compliance activities for US entities.
Work with external tax advisors for preparation and review of tax returns and filings.
Support sales tax, use tax, payroll tax, and corporate tax compliance processes.
Ensure timely completion of statutory and regulatory filings.
Monitor changes in US tax regulations and assess operational impact.

Audit & Controls

Coordinate external audits, internal audits, and SOX/internal control compliance activities where applicable.
Prepare audit schedules, supporting documentation, and responses to auditor queries.
Ensure compliance with internal financial controls and accounting policies.
Assist in implementing process improvements and automation initiatives across finance operations.

Stakeholder Coordination

Liaise with US finance teams, auditors, consultants, and service providers.
Collaborate with cross-functional teams including operations, HR, payroll, and legal.
Provide financial insights and support to senior management for decision-making.
Support ad hoc finance projects, due diligence exercises, and business initiatives.

Qualifications & Experience

Chartered Accountant (CA), CPA, MBA Finance, or equivalent qualification.
5–10 years of relevant experience in accounting, audit, and taxation with exposure to US entities.
Strong understanding of US GAAP, accounting principles, and finance operations.
Experience working with ERP/accounting systems such as NetSuite, Oracle, SAP, QuickBooks, or similar platforms.
Prior experience in a shared services environment, GCC, or multinational organization preferred.

Preferred Skills

Knowledge of US taxation and compliance processes.
Exposure to SOX compliance and internal controls framework.
Strong analytical and reconciliation skills.
Advanced Microsoft Excel and financial reporting capabilities.
Excellent communication and stakeholder management skills.
Ability to work in overlapping US time zones when required.
High attention to detail and ability to manage multiple deadlines.

Key Competencies

Ownership and accountability
Problem-solving mindset
Process orientation and controls focus
Strong organizational skills
Team collaboration and cross-border coordination
Ability to work in a fast-paced global environment

Job Description – Finance Lead(US Accounts, Audit and Taxation)

Location

Mumbai

Role Summary

Key Responsibilities

Accounting & Financial Reporting

Manage end-to-end accounting for US entities including journal entries, reconciliations, accruals, and month-end close activities.
Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP and company policies.
Maintain general ledger integrity and ensure accurate bookkeeping and financial reporting.
Perform balance sheet reconciliations and variance analysis.
Support budgeting, forecasting, MIS reporting, and management reporting requirements.

Taxation & Regulatory Compliance

Coordinate federal, state, and local tax compliance activities for US entities.
Work with external tax advisors for preparation and review of tax returns and filings.
Support sales tax, use tax, payroll tax, and corporate tax compliance processes.
Ensure timely completion of statutory and regulatory filings.
Monitor changes in US tax regulations and assess operational impact.

Audit & Controls

Coordinate external audits, internal audits, and SOX/internal control compliance activities where applicable.
Prepare audit schedules, supporting documentation, and responses to auditor queries.
Ensure compliance with internal financial controls and accounting policies.
Assist in implementing process improvements and automation initiatives across finance operations.

Stakeholder Coordination

Liaise with US finance teams, auditors, consultants, and service providers.
Collaborate with cross-functional teams including operations, HR, payroll, and legal.
Provide financial insights and support to senior management for decision-making.
Support ad hoc finance projects, due diligence exercises, and business initiatives.

Qualifications & Experience

Chartered Accountant (CA), CPA, MBA Finance, or equivalent qualification.
5–10 years of relevant experience in accounting, audit, and taxation with exposure to US entities.
Strong understanding of US GAAP, accounting principles, and finance operations.
Experience working with ERP/accounting systems such as NetSuite, Oracle, SAP, QuickBooks, or similar platforms.
Prior experience in a shared services environment, GCC, or multinational organization preferred.

Preferred Skills

Knowledge of US taxation and compliance processes.
Exposure to SOX compliance and internal controls framework.
Strong analytical and reconciliation skills.
Advanced Microsoft Excel and financial reporting capabilities.
Excellent communication and stakeholder management skills.
Ability to work in overlapping US time zones when required.
High attention to detail and ability to manage multiple deadlines.

Key Competencies

Ownership and accountability
Problem-solving mindset
Process orientation and controls focus
Strong organizational skills
Team collaboration and cross-border coordination
Ability to work in a fast-paced global environment

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About TIFIN FINTECH INDIA

Founded :

2018

Type :

Products & Services

Size :

100-1000

Stage :

Raised funding

About

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

OUR VALUES: Go with your GUT

Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

Python

Django

FastAPI

MongoDB

PostgreSQL

React.js

Javascript

Candid answers by the company

What is the location preference of jobs?

Mumbai & Bangalore

Photos

Connect with the team

Sneha Das

Connect

Company social profiles

N/A

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In this ever-changing environment, keeping a competitive edge means being able to anticipate and respond quickly to changing business conditions. Sagetech Consultancy Solutions Pvt.Ltd. is a global software development company providing IT solutions to enterprises worldwide. Combining proven expertise in technology, and an understanding of emerging business trends, Sagetech delivers a range of software development solutions that includes e-business solutions, enterprise applications, professional web site design and development, etc. We study, design, develop, enhance, customize, implement, maintain and support various aspects of information technology. We are a professionally recognized software development company having huge experience in developing custom software development and application development best match to your need and requirements. We have expertise in working with a variety of customers from companies to individuals. Services offered by Sagetech includes Software development in Java, Web designing & development.

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