1 Kotak Investment Advisors Investment Advisor Job
4-5 years
Mumbai
Kotak Investment Advisors - Associate/Senior Associate/Manager - CA (4-5 yrs)
Kotak Investment Advisors
posted 1mon ago
Flexible timing
Key skills for the job
Associate / Senior Associate at Kotak Alternate Asset Managers Limited (earlier known as KIAL)
Job Role :
- Assisting in conducting research in various tax & regulatory aspects in relation to the client.
- Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc.
- Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken.
- Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client.
- Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner.
- Assisting in the onboarding as per the internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs.
- Assisting in on-boarding new experts / consultants in India as well as globally and coordination for seeking appropriate approvals for empaneling them with the Internal committee.
- Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time.
- Conducting training sessions for advisors and addressing client specific queries of advisors from time to time.
- Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year.
- Assisted in conducted All India RM calls to update them on the changes as part of the above.
- Liaisioning and coordinating with various consulting firms and internal tax team to understand the nuances and positions adopted.
Job Requirements :
- CA with 4-5 yrs experience. Others can apply subject to higher experience.
- Background in Transaction Tax, International Tax & M&A would be an added advantage.
- Solution oriented with strong communication skills.
- Temperament to work in teams.
- Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels.
- Preferably have experience and knowledge of dealing with clients and interacting with them efficiently.
Functional Areas: Other
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4-5 Yrs
Mumbai