Tax Advisory

The Role requires the Candidate to perform the following core activities:

1. Tax planning in personal finances of HNI/UHNI clients
2. Tax optimization on investment portfolios held by clients across India and abroad
3. Handle Tax queries from clients
4. Tax advice on ESOP held by our clients - India & Abroad, Listed & Unlisted
5. Tax optimization strategies and tax estimations for large transactions of HNI clients
6. Provide second opinions on tax queries where required by our clients
7. Manage support activities in taxation by assisting clients on Tax forms towards foreign remittances, property purchases etc.
8. Independently handle India tax notices of our clients
9. Manage advance tax planning for our clients
10. Participate in client acquisition as a Tax Advisor
11. Generate references and increase wallet share with our clients through tax advice

Other activities which may be expected from the role:

1. Manage work flow with our partner CA firms on the following:
   1. Specialised and strategic tax advisory, including cross border tax advisory
   2. Complex Tax assessment cases
   3. Review of Tax returns prepared for clients 
   4. Establish mechanisms and monitor quality of services offered to our clients
2. Collaborate with clients and and work with external Estate Planners on client’s estate planning advice and activities

Technical skills that the candidate should possess the following  for this opportunity:

• Expert knowledge of India Taxation and FEMA
• Good Knowledge of DTAA between India and a few developed nations
• Good Knowledge on US taxation (Knowledge on UK & Singapore taxation will be an added advantage, but not mandatory)
• Basic knowledge on financial planning 
• Basic knowledge of Indian Equity and Debt investment products

Soft  skills that the candidate should possess the following  for this opportunity:

• Good communication skills
• Eagerness and Passion to learn & execute
• Systematic in approach and Attention to Detail
• Good analytical skills and ability to organise financial data of clients
• Ability to prioritise work for clients
• Agile and flexible at work to meet multiple client requirements at a similar time frame 
• Confidence and Maturity to deal with Clients who are senior-level corporate executives 
• Open to meeting clients on weekends where necessary

Qualification: 

1. Chartered Accountant
2. Qualification of  / Pursuing the  Enrolled Agent (EA) certification in US Taxation

Experience: 3 to 5  years of work experience in Taxation vertical at a Wealth management firm (or) in a HNI vertical of a  CA firm 

Expected Salary Range: As per market standards, depending on experience