Trainer - Banking & Financial Services

Secunderabad, Andhra Pradesh Talent Skillsvarsity

Posted 1 day ago

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Job Description

Company Description

Talent Skillsvarsity is a Skills and Education company specializing in financial markets domain. It is a SEBI SMART organization and works closely with Students, Universities, Governments, Regulatory bodies, Stock Exchanges, Corporates and other global agencies. Founded by experts from the BFSI industry, we bring skills in sourcing, skilling and helping early employees to transit to a workplace. And also help corporates upskill and reskill employees.


Check us more at :


Role Description

We are looking for dynamic and committed Financial Literacy Trainers to deliver engaging and impactful financial education sessions under BFSI (Banking, Financial Services, and Insurance) skill development initiatives. The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.


This is a project specific position and part time, remote to be based in Uttarakhand. The position is ideal for freelance trainers, trainers looking for short term assignments and for candidates willing to travel within the state.


Key Responsibilities:

  • Deliver financial literacy training sessions to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum.
  • Train participants on:
  • Basics of Banking & Financial Services
  • Savings, Budgeting, and Financial Planning
  • Insurance and Risk Protection
  • Credit & Debt Management
  • Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY)
  • Digital Banking, UPI, Mobile Wallets, and Cyber Security
  • Ensure training delivery meets project quality standards, timelines, and outcomes.
  • Maintain session attendance, feedback, and training records as per reporting requirements.
  • Motivate and encourage learners to adopt formal financial practices and access financial services.
  • Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.


Candidate Profile:

  • Education:
  • Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable.
  • Experience:
  • 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects.
  • Skills Required:
  • Good communication skills in local/regional language
  • Basic understanding of BFSI products and services
  • Ability to connect with grassroots-level participants
  • Familiarity with digital financial tools and mobile banking
  • Documentation and basic reporting skills

Other Requirements:

  • Willingness to travel to project locations and conduct field sessions.
  • Prior experience with NSDC/CSR/State Govt. skill projects preferred.
  • Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply


Remuneration:

Based on experience, location, and project norms.


Interested candidates may fill in the following application form.

Faculty Application Form -

This advertiser has chosen not to accept applicants from your region.

Trainer - Banking & Financial Services

Hyderabad, Andhra Pradesh Talent Skillsvarsity

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Company Description

Talent Skillsvarsity is a Skills and Education company specializing in financial markets domain. It is a SEBI SMART organization and works closely with Students, Universities, Governments, Regulatory bodies, Stock Exchanges, Corporates and other global agencies. Founded by experts from the BFSI industry, we bring skills in sourcing, skilling and helping early employees to transit to a workplace. And also help corporates upskill and reskill employees.


Check us more at :


Role Description

We are looking for dynamic and committed Financial Literacy Trainers to deliver engaging and impactful financial education sessions under BFSI (Banking, Financial Services, and Insurance) skill development initiatives. The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.


This is a project specific position and part time, remote to be based in Uttarakhand. The position is ideal for freelance trainers, trainers looking for short term assignments and for candidates willing to travel within the state.


Key Responsibilities:

  • Deliver financial literacy training sessions to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum.
  • Train participants on:
  • Basics of Banking & Financial Services
  • Savings, Budgeting, and Financial Planning
  • Insurance and Risk Protection
  • Credit & Debt Management
  • Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY)
  • Digital Banking, UPI, Mobile Wallets, and Cyber Security
  • Ensure training delivery meets project quality standards, timelines, and outcomes.
  • Maintain session attendance, feedback, and training records as per reporting requirements.
  • Motivate and encourage learners to adopt formal financial practices and access financial services.
  • Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.


Candidate Profile:

  • Education:
  • Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable.
  • Experience:
  • 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects.
  • Skills Required:
  • Good communication skills in local/regional language
  • Basic understanding of BFSI products and services
  • Ability to connect with grassroots-level participants
  • Familiarity with digital financial tools and mobile banking
  • Documentation and basic reporting skills

Other Requirements:

  • Willingness to travel to project locations and conduct field sessions.
  • Prior experience with NSDC/CSR/State Govt. skill projects preferred.
  • Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply


Remuneration:

Based on experience, location, and project norms.


Interested candidates may fill in the following application form.

Faculty Application Form -

This advertiser has chosen not to accept applicants from your region.

Manager, Data & Analytics - Financial Services

Hyderabad, Andhra Pradesh RSM

Posted today

Job Viewed

Tap Again To Close

Job Description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM is looking for an experienced Hands-On Technical Manager with expertise in big data technologies and multi-cloud platforms to lead our technical team for the financial services industry. The ideal candidate will possess a strong background in big data architecture, cloud computing, and a deep understanding of the financial services industry. As a Technical Manager, you will be responsible for leading technical projects, hands-on development, delivery management, sales and ensuring the successful implementation of data solutions across multiple cloud platforms. This role requires a unique blend of technical proficiency, sales acumen, and presales experience to drive business growth and deliver innovative data solutions to our clients.
 

Responsibilities:

  • Provide technical expertise and guidance on the selection, and hands-on implementation, and optimization of big data platforms, tools, and technologies across multiple cloud environments (e.g., AWS, Azure, GCP, Snowflake, etc.)

  • Architect and build scalable and secure data pipelines, data lakes, and data warehouses to support the storage, processing, and analysis of large volumes of structured and unstructured data.

  • Lead and mentor a team of technical professionals in the design, development, and implementation of big data solutions and data analytics projects within the financial services domain.

  • Stay abreast of emerging trends, technologies, and industry developments in big data, cloud computing, and financial services, and assess their potential impact on the organization.

  • Develop and maintain best practices, standards, and guidelines for data management, data governance, and data security in alignment with regulatory requirements and industry standards.

  • Collaborate with the sales and business development teams to identify customer needs, develop solution proposals, and present technical demonstrations and presentations to prospective clients.

  • Collaborate with cross-functional teams including data scientists, engineers, business analysts, and stakeholders to define project requirements, objectives, and timelines.

  • Basic Qualifications:

  • Bachelor's degree or higher in Computer Science, Information Technology, Business Administration, Engineering or related field.

  • Minimum of ten years of overall technical experience in solution architecture, design, hands-on development with a focus on big data technologies, multi-cloud platforms, and with at-least 5 years of experience specifically in financial services.

  • Strong understanding of the financial services industry – capital markets, retail and business banking, asset management, insurance, etc.

  • In-depth knowledge of big data technologies such as Hadoop, Spark, Kafka, and cloud platforms such as AWS, Azure, GCP, Snowflake, Databricks, etc.

  • Experience with SQL, Python, Pyspark or other programming languages used for data transformation, analysis, and automation.

  • Excellent communication, presentation, and interpersonal skills, with the ability to articulate technical concepts to both technical and non-technical audiences.

  • Hands-on experience extracting (ETL using CDC, Transaction Logs, Incremental) and processing large data sets for Streaming and Batch data loads.

  • Ability to work from our Hyderabad, India office at least twice a week

  • Preferred Qualifications:

  • Professional certifications in cloud computing (e.g., AWS Certified Solutions Architect, Microsoft Certified Azure Solutions Architect, Azure Data Engineer, SnowPro Core) and/or big data technologies.

  • Experience with Power BI, Tableau or other Reporting and Data Visualization tools

  • Familiarity with DevOps practices, CI/CD pipelines, and infrastructure-as-code tools

  • Education/Experience:

  • Bachelor’s degree in MIS, CS, Engineering or equivalent field.

  • Master’s degree is CS or MBA is preferred.

  • Advanced Data and Cloud Certifications are a plus.

  • You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

    Experience RSM. Experience the power of being understood.

    This advertiser has chosen not to accept applicants from your region.

    Sales Force Financial Services Clou...

    Hyderabad, Andhra Pradesh Anicalls (Pty) Ltd

    Posted today

    Job Viewed

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    Job Description

    Candidate should have:

    Solid understanding of the Force.com platform and building applications in a multiple organization environment
    Good understanding of enterprise application integration technologies as well as process orchestration, master data management, and analytics/insights
    Excellent communication and personal skills, both written and verbal
    Familiarity with Financial Services industry including Consumer and BusiGood understanding of Salesforce security and sharing processes, standards, and issues involved in multiple business units sharing a common org
    Able to deliver quality results in a deadline-driven environment
    Strong knowledge of Salesforce Sales Cloud, Service Cloud, Financial service cloud applications, including Salesforce FSC Superbadge accreditation
    Ability to analyze business/technical problems, synthesize solutions, and communicate options to a wide group of stakeholders
    Highly collaborative, with experience working in an agile, data-driven environment
    B.S. Computer Science, Software Engineering, Management Information Systems or related field
    Lightning: 4+ years in aura components, 2+ years in web components
    Integration: 3+ projects on end-to-end salesforce integrations to external systems
    Experience: 6+ years of core salesforce development experience(excluding admin/support roles)
    Strong experience with all aspects of Salesforce including Apex and Visualforce development, design, configuration, testing, and deployment of Salesforce.com solutions
    This advertiser has chosen not to accept applicants from your region.

    TS Tax and Financial Services 164434

    Hyderabad, Andhra Pradesh ADP

    Posted today

    Job Viewed

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    Job Description

    Position Summary Total Source Tax Operations Leader The HRO Total Source team manages multiple functions of Tax & HCM. Within the Tax space this team is responsible to manage clients profile accuracy, Unemployment Insurance & Ensure compliance over agency notices generated for PEO clients. This team is also responsible for managing key areas of the HCM & Payroll functions such as assisting our onshore partners with EE verification, chat team for payroll queries etc. Key Responsibilities: Oversee the daily activities of the Total Source operations within Hyderabad. Monitors various standards including internal tNPS, Client Engagement, AHT, productivity, and ensures targets and service level agreements are achieved. Responsible for taking a lead in escalations and getting on calls with clients whenever required. Should manage a span of control of 60+ associates & work with Front line leaders to run smooth operations. Supervise team and provides direction, feedback and assistance whenever needed. Develop and drive to completion plans for special projects, Issues Logs and ongoing requirements & manage the execution Drives strong Employee Engagement and ensures grievances from teams are addressed Translate the Total Source Business strategy for Payroll teams into actionable goals and aligns these functional goals to impact key financial drivers and metrics Develops talent for the benefit of ADP and his/her own organization Identifies clients business challenges and the markets they serve and seeks client feedback to make informed business decisions Build strong partnerships with the US partners to ensure transparent, clear and regular communication and deliver results as expected. #LI-DNI
    Skills & Competencies Should have been in the leader of leader role for at least 3 years and should have experience in managing front line leaders and expanded span of control 50+ associates. Should have excellent communication (written and verbal) and interpersonal skills with a proven record of strong stakeholder engagement Should have experience in identifying process improvements and apply Lean methodology to drive process enhancements. Should have a proven track record of strong governance in delivering business results Should have strong analytical skills with ability to use data to drive efficiencies and make decisions Should be a self-driven individual with a proven track record of strong engagement in the organization Domain expertise on Payroll or Tax will be an added advantage. Should be adept in stakeholder management, handling escalations & working with US counterparts to drive business results. Should be open to work in the US shifts & office location is Hyderabad
    **A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
    **Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
    **Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
    This advertiser has chosen not to accept applicants from your region.

    Account Manager Financial Services – South India (Hyderabad)

    Hyderabad, Andhra Pradesh Vidysea

    Posted today

    Job Viewed

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    Job Description

    Company Description

    Vidysea is an AI-driven innovative platform designed to help students make smart further study choices. Founded by technologists and education enthusiasts, Vidysea stands out for its clear, unbiased approach to career and further studies guidance. Our focus is on ensuring every student finds their unique path. We are committed to equipping students with the knowledge and resources essential for achieving their academic and career aspirations.


    Role Overview

    As the Account Manager, Fin Services – South India, you’ll be the face of Vidysea across key southern markets. Your goal: to activate and grow our partner network, strengthen relationships, and drive revenue through trust, support, and performance.

    You’ll work closely with the leadership team, with the freedom to experiment, execute, and eventually build a team under you as the region scales.


    What You’ll Do

    • Identify, onboard, and activate new B2B partners (education consultants, loan aggregators, and universities).
    • Own regional revenue targets and deliver consistent month-on-month growth.
    • Build strong, trust-based relationships through regular partner reviews, visits, and solution-driven engagement
    • Collaborate cross-functionally with operations, product, and marketing teams to improve partner satisfaction and product adoption.
    • Monitor performance through data insights and partner feedback, taking proactive steps to resolve issues.
    • Represent Vidysea at student fairs, partner meets, and regional events to strengthen brand visibility.
    • Stay updated on education finance trends and competitor activities across the region.


    What We’re Looking For

    • 3–6 years of experience in B2B sales, channel management, or partnerships — ideally in education, financial services, or fintech.
    • A relationship builder who thrives on creating win–win outcomes for partners.
    • Strong communication, presentation, and negotiation skills.
    • Comfort with travel and on-ground execution.
    • Entrepreneurial mindset: You like taking ownership, finding solutions, and building from scratch.


    Why Join Vidysea?

    • Work on impactful projects in the EdTech domain.
    • Collaborative and innovative work environment.
    • Opportunities for skill development and career advancement.
    • Competitive compensation and flexible work options.
    • Start up level stock options


    Benefits:

    • Opportunity to participate in ESOP plans in a high growth company.
    • Opportunity to make a real impact on students' lives.
    • Work in a dynamic and supportive environment.
    • Professional development opportunities.


    To Apply:

    Please send your resume and cover letter to   with the subject line “Applicant for ” Account Manager Financial Services"

    Note: Only shortlisted candidates will be contacted for an interview.


    This advertiser has chosen not to accept applicants from your region.

    Account manager financial services – south india (hyderabad)

    Hyderabad, Andhra Pradesh Vidysea

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    permanent
    Company Description

    Vidysea is an AI-driven innovative platform designed to help students make smart further study choices. Founded by technologists and education enthusiasts, Vidysea stands out for its clear, unbiased approach to career and further studies guidance. Our focus is on ensuring every student finds their unique path. We are committed to equipping students with the knowledge and resources essential for achieving their academic and career aspirations.

    Role Overview

    As the Account Manager, Fin Services – South India, you’ll be the face of Vidysea across key southern markets. Your goal: to activate and grow our partner network, strengthen relationships, and drive revenue through trust, support, and performance.

    You’ll work closely with the leadership team, with the freedom to experiment, execute, and eventually build a team under you as the region scales.

    What You’ll Do

    - Identify, onboard, and activate new B2 B partners (education consultants, loan aggregators, and universities).
    - Own regional revenue targets and deliver consistent month-on-month growth.
    - Build strong, trust-based relationships through regular partner reviews, visits, and solution-driven engagement
    - Collaborate cross-functionally with operations, product, and marketing teams to improve partner satisfaction and product adoption.
    - Monitor performance through data insights and partner feedback, taking proactive steps to resolve issues.
    - Represent Vidysea at student fairs, partner meets, and regional events to strengthen brand visibility.
    - Stay updated on education finance trends and competitor activities across the region.

    What We’re Looking For

    - 3–6 years of experience in B2 B sales, channel management, or partnerships — ideally in education, financial services, or fintech.
    - A relationship builder who thrives on creating win–win outcomes for partners.
    - Strong communication, presentation, and negotiation skills.
    - Comfort with travel and on-ground execution.
    - Entrepreneurial mindset: You like taking ownership, finding solutions, and building from scratch.

    Why Join Vidysea?

    - Work on impactful projects in the Ed Tech domain.
    - Collaborative and innovative work environment.
    - Opportunities for skill development and career advancement.
    - Competitive compensation and flexible work options.
    - Start up level stock options

    Benefits:

    - Opportunity to participate in ESOP plans in a high growth company.
    - Opportunity to make a real impact on students' lives.
    - Work in a dynamic and supportive environment.
    - Professional development opportunities.

    To Apply:

    Please send your resume and cover letter to with the subject line “Applicant for ”Account Manager Financial Services"

    Note: Only shortlisted candidates will be contacted for an interview.
    This advertiser has chosen not to accept applicants from your region.
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    Account Manager Financial Services – South India (Hyderabad)

    Hyderabad, Andhra Pradesh Vidysea

    Posted 1 day ago

    Job Viewed

    Tap Again To Close

    Job Description

    Company Description

    Vidysea is an AI-driven innovative platform designed to help students make smart further study choices. Founded by technologists and education enthusiasts, Vidysea stands out for its clear, unbiased approach to career and further studies guidance. Our focus is on ensuring every student finds their unique path. We are committed to equipping students with the knowledge and resources essential for achieving their academic and career aspirations.


    Role Overview

    As the Account Manager, Fin Services – South India, you’ll be the face of Vidysea across key southern markets. Your goal: to activate and grow our partner network, strengthen relationships, and drive revenue through trust, support, and performance.

    You’ll work closely with the leadership team, with the freedom to experiment, execute, and eventually build a team under you as the region scales.


    What You’ll Do

    • Identify, onboard, and activate new B2B partners (education consultants, loan aggregators, and universities).
    • Own regional revenue targets and deliver consistent month-on-month growth.
    • Build strong, trust-based relationships through regular partner reviews, visits, and solution-driven engagement
    • Collaborate cross-functionally with operations, product, and marketing teams to improve partner satisfaction and product adoption.
    • Monitor performance through data insights and partner feedback, taking proactive steps to resolve issues.
    • Represent Vidysea at student fairs, partner meets, and regional events to strengthen brand visibility.
    • Stay updated on education finance trends and competitor activities across the region.


    What We’re Looking For

    • 3–6 years of experience in B2B sales, channel management, or partnerships — ideally in education, financial services, or fintech.
    • A relationship builder who thrives on creating win–win outcomes for partners.
    • Strong communication, presentation, and negotiation skills.
    • Comfort with travel and on-ground execution.
    • Entrepreneurial mindset: You like taking ownership, finding solutions, and building from scratch.


    Why Join Vidysea?

    • Work on impactful projects in the EdTech domain.
    • Collaborative and innovative work environment.
    • Opportunities for skill development and career advancement.
    • Competitive compensation and flexible work options.
    • Start up level stock options


    Benefits:

    • Opportunity to participate in ESOP plans in a high growth company.
    • Opportunity to make a real impact on students' lives.
    • Work in a dynamic and supportive environment.
    • Professional development opportunities.


    To Apply:

    Please send your resume and cover letter to   with the subject line “Applicant for ”Account Manager Financial Services"

    Note: Only shortlisted candidates will be contacted for an interview.


    This advertiser has chosen not to accept applicants from your region.

    Tax Manager 1, Financial Services - Hedge Fund

    Hyderabad, Andhra Pradesh RSM

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

    Responsibilities:

  • Provide detailed review and analysis of complex Hedge Fund and/or FoF partnership tax returns 

  • Serve as a Career Advisor by training, developing, mentoring and/or or coaching to one or more employees, which will include providing honest and timely performance feedback 

  • Work on multiple complex issues and communicate in a non-technical manner to facilitate communication between the client and the service team, all while managing the risk for both the client and the firm

  • Serve as the Tax client service coordinator for appropriate clients

  • Advise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activities

  • Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards

  • Assist with new business development, extended services and tax issue recognition for existing clients

  • Manage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.) 

  • Remain up-to-date on current tax practices and changes in tax law 

  • Required Qualifications:

  • Master’s Degree in Commerce, Accounting or related field 

  • 7+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm

  • Active CPA, CA, EA. 

  • Prior tax compliance & consulting experience serving Asset Management clients 

  • Working knowledge of tax code and technical aspects of tax preparation and compliance

  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

  • Proven track record managing client engagements from start-to-end

  • Preferred Qualifications:

  • Strong technical skills in accounting and tax preparation for the investment funds industry
  • Experience dealing with international tax matters and U.S. state and local tax
  • You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

    Experience RSM. Experience the power of being understood.

    This advertiser has chosen not to accept applicants from your region.

    Tax Manager 1, Financial Services/ Asset Management

    Hyderabad, Andhra Pradesh RSM

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

    Responsibilities:

  • Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns 

  • Serve as a Career Advisor by training, developing, mentoring and/or or coaching to one or more employees, which will include providing honest and timely performance feedback 

  • Work on multiple complex issues and communicate in a non-technical manner to facilitate communication between the client and the service team, all while managing the risk for both the client and the firm

  • Serve as the Tax client service coordinator for appropriate clients

  • Advise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activities

  • Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards

  • Assist with new business development, extended services and tax issue recognition for existing clients

  • Manage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.) 

  • Remain up-to-date on current tax practices and changes in tax law 

  • Required Qualifications:

  • Master’s Degree in Commerce, Accounting or related field 

  • 7+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm

  • Active CPA, CA, EA.

  • Prior tax compliance & consulting experience serving Asset Management clients

  • Working knowledge of tax code and technical aspects of tax preparation and compliance

  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

  • Proven track record managing client engagements from start-to-end

  • You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

    Experience RSM. Experience the power of being understood.

    This advertiser has chosen not to accept applicants from your region.
     

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    64. pets Veterinary
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