Head - Tax Services - BFSI - CA/CPA

Company: The group is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory

Role: Business Head, Tax Services, India & US

Qualification: CA, CPA, or EA strongly preferred

Experience: Minimum 10 years

Reporting To: Chief Operating Officer

Location: Bangalore / Udupi, Karnataka

Job Summary:

The Business Head, Tax Services will be a strategic leader responsible for owning the Tax function across India and the US, driving business growth, and ensuring exceptional client service.

This role requires in-depth US tax expertise and an entrepreneurial mindset to scale the practice, drive revenue growth, and build high-performing teams. The leader will be accountable for client acquisition, service delivery, team management, and overall profitability of the Tax function.

Key Responsibilities:

Strategic & Business Leadership:

• Own the Tax Services business, with full P&L accountability and responsibility for revenue growth, client acquisition, and upselling/cross-selling opportunities.
• Define and execute the growth strategy for expanding US & India tax services, particularly for HNI, business clients, and small enterprises driving client satisfaction, regulatory compliance, and process excellence.
• Build long-term client relationships by positioning the firm as a trusted tax advisor.

Technical Leadership and Oversight:

• Lead and own the Tax Services business, defining and executing the strategic vision for U.S. federal, state, and international taxation. Use deep technical expertise to shape service offerings, design high-value client solutions, ensure regulatory compliance, and capture new market opportunities.
• Provide strategic guidance on multi-state taxation, international tax, transfer pricing, tax treaties, and consolidated returns involving intercompany transactions. Advise high-net-worth individuals and business clients on complex tax matters, balancing compliance with proactive problem-solving.
• Inspire, mentor, and develop high-performing teams, fostering technical excellence, operational efficiency, and knowledge sharing. Drive business growth by building strong client relationships and maximizing opportunities for upselling and cross-selling across services.

Qualifications:

• CPA - Strongly preferred
• EA (Enrolled agent) Preferred if not CPA
• Bachelors or Masters degree in Accounting, Finance, or Taxation are a plus.
• Additional certifications in International Taxation, Transfer Pricing, or U.S. Taxation are a plus.

Additional Information:

• Schedule: Monday to Friday , Committed, Ability to stretch during busy seasons.
• Work Type: Onsite / Hybrid
• Candidate should be willing to travel to our head office in Dallas, TX during the season