Big 4- Corp Tax( Financial Services)- Associate Director/ Manager

Job Description & Summary

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

Qualification Chartered Accountant (additional qualifications such as LLB, CS, CFA

preferred)

As an Associate Director / Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

The tasks, roles and responsibilities pertaining to the job role of an Associate Director will include the following:

• Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc.,
• Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, banking regulations, Insurance regulations, Service tax
  laws, rules framed therein,
• Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund
  rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations,
• Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances.
• Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court
• Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules.
• Coordinating with the department for obtaining approvals, registrations, licenses, etc.
• Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client.
• Developing good rapport with top level, middle level of client management.
• Responsible for the complete execution of the assigned engagements. Effective implementation and review of work programmes.
• Updating the Partner/Executive Director proactively on various work related issues.
• Coordinating with the Partner/Executive Director on the planning and management of assignments.
• Providing timely and high-quality services and work products that exceed the
  clients expectations.
• Delegating and reviewing work of managers.

The professional skills and responsibilities at the Manager level include but are not limited to:

• Analyse and discuss complex technical issues, gather relevant information from the client and offer solutions.
• Independently finalising withholding tax computations, filing of individual tax returns, writing advisory memos for clients, provide on call advice, respond to technical queries, etc.
• Independently handle tax assessments and represent before tax officials
• Preparing and reviewing reports, memos, presentations
• Ensuring update mails on recent amendments are sent to the relevant clients
• End to end execution of client deliverables ensuring quality and timeliness
• Developing good rapport with client management teams
• Manage and service allocated client accounts which will include participation in client meetings, attending to calls from clients, etc.
• Expand opportunities within existing clients, identify and act on referrals in relation to the service line
• Assist partners/ directors in business promotion initiatives viz research on specific sectors/ industries, preparing presentation, etc.
• Take lead on interaction with the Revenue and regulatory authorities
• Responsible for the complete execution of the assigned engagements
• Manage own time and time of resources effectively to ensure multiple client assignments can be efficiently delivered
• Effective implementation and review of work programmes. Updating the Associate Director/Director proactively on various work related issues.
• Coordinating with Associate Director/Director on the planning and management of assignments
• Overseeing the work of junior members of the team
• Coaching/ developing junior members

Profile requirements-

Working in this discipline will see an Associate Director/ Manager working fairly independently on engagements while managing teams (the sizes of which will vary depending on client/project).

To qualify for the same the candidate will need:

• To be a Qualified Chartered Accountant with 4+ years of relevant experience (for Manager) and 7 + years for Associate Director
• Degree in law from a recognised University, Company secretary, CFA are good to have additional qualifications
• To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations
• Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc.
• Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc
• To demonstrate excellent written and verbal communication skills
• To have excellent presentation and report writing skills
• Be strong in Team handling and Client handling skills
• Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel
• Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space
• Awareness regarding all developments from tax and regulatory standpoint in FS space is expected
• Aware of commercial aspects of transactions in FS space

Other pre-requisite skills include:

- Demonstrating innovative and critical thinking in managing projects

- Passion for client servicing

- Ability to multi-task and have full control of engagements

- Strong analytical and numerical skills

- Ability to independently manage engagement economics

- Strong interpersonal and networking skills

- Efficiency in presentation and report writing skills

- Being motivated, creative and decisive in approach to problem solving

- Ability to manage and coach teams showing effective delegation of tasks

- Communicate with Impact & Empathy

- Demonstrate Courage & Integrity

- Be Open Minded, Practical & Agile with Change

Perks and Benefits

As per industry standards