Kotak Investment Advisors - Associate/Senior Associate/Manager - CA (4-5 yrs)

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.