Manager US Taxation (Partnership - Financial Services)

Job Overview

We are looking for a Senior Accountant – US Taxation with 3+ years of relevant experience in US taxation and accounting. The candidate will be responsible for tax preparation, compliance, financial review, and supporting US federal and state tax requirements.

Key Responsibilities:

• Prepare and review US federal and state tax returns.
• Handle tax returns such as Form 1040, 1065, 1120, and 1120-S.
• Review financial statements and supporting documents for tax preparation.
• Prepare tax workpapers, reconciliations, and supporting schedules.
• Perform tax calculations, adjustments, and estimated tax payments.
• Research and interpret US federal and state tax regulations.
• Identify applicable tax deductions and credits.
• Assist with tax planning and compliance activities.
• Handle tax notices, extensions, and audit-related requirements.
• Review work prepared by junior accountants and provide guidance.
• Communicate with clients to collect required tax and financial information.
• Ensure accurate and timely completion of tax filings.
• Stay updated on changes in US tax laws and regulations.

Mandatory Skills

• 3+ years of experience in US Taxation / US Tax Accounting.
• Strong knowledge of US federal and state taxation.
• Hands-on experience with 1040, 1065, 1120, and 1120-S.
• Experience in individual and business tax preparation.
• Good understanding of US tax compliance and reporting requirements.
• Strong knowledge of MS Excel.
• Experience with accounting or tax preparation software.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Good written and verbal communication skills.
• Ability to work independently in a remote environment.
• Ability to manage multiple tasks and meet strict deadlines.

Good to Have

• CPA or EA (Enrolled Agent) certification.
• Experience with QuickBooks, CCH, UltraTax, Drake, or similar tax software.
• Experience with multi-state taxation.
• Knowledge of tax planning and tax research.
• Experience in reviewing and mentoring junior accountants.

Education

• Bachelor's degree in Accounting, Finance, Commerce, or a related field.
• CPA/EA certification is an added advantage.

Employment

• Full-Time
• Remote
• Experience: 3+ Years

Job Title: Senior Accounts Manager

Location: Mumbai- Vile Parle

Experience Required: 5+ years of relevant experience

Job Summary

We are seeking an experienced and detail-oriented Senior Accounts Manager to oversee and manage the financial operations of our platform. The ideal candidate will have extensive knowledge of financial management, taxation, regulatory compliance, and investment accounting. This role requires strong analytical skills, meticulous attention to detail, and the ability to handle multiple financial functions efficiently.

Key Responsibilities:

1. Financial Management & Reporting

Manage end-to-end accounting processes, including reconciliations, financial statements, and audit preparation.

Prepare monthly, quarterly, and annual financial reports in compliance with applicable accounting standards.

Analyse financial performance and provide data-driven insights to management.

Monitor cash flows, investments, and fund allocations to ensure accurate financial planning.

2. Compliance & Regulatory Adherence

Ensure adherence to RBI, SEBI, and other regulatory guidelines governing alternative investment platforms.

Handle statutory audits, tax filings (GST, TDS, etc.), and other compliance requirements.

Liaise with auditors, tax consultants, and other regulatory authorities for financial compliance.

3. Fund Management & Investor Reporting

Oversee fund disbursements, reconciliations, and payment processing.

Maintain accurate investor records and generate periodic investor reports.

Collaborate with the operations team to ensure smooth transaction processing and fund settlements.

4. Risk Assessment & Internal Controls

Implement and maintain strong internal controls to mitigate financial risks.

Identify process gaps and suggest improvements to enhance financial efficiency.

Ensure the integrity and security of financial data.

5. Team Leadership & Collaboration

Supervise and mentor junior team members in the accounts and finance department.

Collaborate with cross-functional teams including Legal, Compliance, and Operations to streamline processes.

Key Requirements:

Education:

CA/CPA/ICWA or equivalent professional qualification.

Experience:

Minimum 5 years of relevant experience in financial accounting, fund management, and compliance in the financial services or investment sector.

Prior experience in managing financial operations in an alternative investment platform, NBFC, fintech, or wealth management firm preferred.

Technical Skills:

Strong knowledge of accounting standards, financial reporting, and compliance regulations.

Proficiency in accounting software such as Tally, Zoho, or similar platforms.

Excellent knowledge of MS Excel and other financial modelling tools.

Soft Skills:

Strong analytical and problem-solving skills.

Ability to manage multiple tasks and meet tight deadlines.

Excellent communication and leadership abilities.

Compensation & Benefits:

Salary Range: (depending on experience and skillset)

Flexible work culture and collaborative environment.

About Company

At Amplio, we’re focused on transforming the financial landscape. Through our innovative solutions like Invoice Discounting and Amplio Wealth, we empower investors and founders every day to take control of their financial futures. Driven by integrity and innovation, our team is passionate about redefining the investment sector.

Our culture is built on:

Customer Centricity: Prioritizing our users' needs and tailoring every interaction to enhance their financial journey. 

Innovation and Ownership: Continuously evolving our platform to provide cutting-edge investment solutions while empowering our team to innovate.

Simplicity: Crafting intuitive and user-friendly products that streamline the investment process.

Long-term Vision: Committed to creating lasting value for our users by focusing on sustainable growth and enduring relationships.

Transparency: Building trust through open operations and clear communication with our community.

Mission: To broaden access to investment opportunities, making them available to a wider audience while simplifying fundraising for founders through our comprehensive engagement platform.

Vision: Empowering every individual and business with the knowledge, tools, and confidence to thrive in the investment world, becoming their trusted financial partner.

Join us in reshaping finance for all!

#AmplifyYourWealth

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Job Role: Tax Operations Associate

Location: Gurugram (Onsite)

Shift: Rotational Shift | 5 Days Working | Rotational Week Offs

Employment Type: Full-time

Experience: Minimum 6 months of relevant experience

Education: Graduate or Undergraduate

Benefits: Both-side cab facility

Job Overview:

We are hiring a detail-oriented professional to support backend operations in tax compliance, documentation, and statutory reporting.

Key Responsibilities:

• Ensure timely and accurate filing of GST, TDS/TCS, and Income Tax returns

• Prepare tax computations, reconciliations, and compliance reports

• Maintain documentation and assist during statutory, internal, and tax audits

• Monitor TDS/TCS deductions, deposits, and Form 16/16A generation via TRACES

• Handle tax notices, queries, and compliance issues in coordination with consultants

• Ensure adherence to updated tax laws, regulations, circulars, and internal SOPs