Qualification
Chartered Accountant (CA)
Job Overview
We are looking for an experienced Lead – Tax Planning to manage tax advisory and planning services for individuals and families. The role involves providing strategic tax planning, ensuring compliance with Indian tax laws, and working closely with the financial planning team to optimize clients’ tax efficiency.
Key ResponsibilitiesTax Planning & Advisory
- Provide comprehensive tax planning strategies for individual and HNI clients
- Optimize tax efficiency across salary, business income, capital gains, and investments
- Advise on tax-efficient investment structures and wealth planning
- Guide clients on tax implications of financial decisions
Compliance & Filing
- Review and supervise income tax return filings
- Ensure compliance with regulations under the Income Tax Act, 1961
- Handle notices, assessments, and queries from the Income Tax Department of India
- Maintain documentation and tax records for clients
Client Advisory
- Work with the financial planning team to integrate tax strategies into client portfolios
- Conduct tax planning reviews annually
- Explain tax strategies clearly to clients
Team & Process Management
- Develop tax planning frameworks for the firm
- Train internal team members on tax-related matters
- Monitor changes in tax laws and update internal processes
Skills Required
- Strong knowledge of Indian direct tax laws
- Expertise in tax planning for individuals and businesses
- Analytical and problem-solving ability
- Strong communication and client advisory skills
- Attention to detail and compliance management
Pay: From ₹600,000.00 per year
Benefits:
Work Location: In person
