Specialist - Tax Advisory/US Tax - CA

ORGANISATION : A well established Digital Wealth Management firm, with assets over 20,000 Crores under Advice and is one of the top wealth management firms in India

ROLE:

- The purpose of this role is to help clients manage their wealth better with tax management and optimization being one of the key parts in wealth management. The role involves handling the central tax practice and supporting HNI/UHNI clients across India. The candidate will also manage the tax team as the tax practice expands in the company

- Tax planning in personal finances of HNI/UHNI clients

- Tax optimization on investment portfolios held by clients across India and abroad

- Handle Tax queries from clients

- Tax advice on ESOP held by our clients - India & Abroad, Listed & Unlisted

- Tax optimization strategies and tax estimations for large transactions of HNI clients

- Provide second opinions on tax queries where required by our clients

- Manage support activities in taxation by assisting clients on Tax forms towards foreign remittances, property purchases etc.

- Independently handle India tax notices of our clients

- Manage advance tax planning for our clients

- Participate in client acquisition as a Tax Advisor

- Generate references and increase wallet share with our clients through tax advice

- Other activities which may be expected from the role:

- Manage work flow with our partner CA firms on the following:

- Specialized and strategic tax advisory, including cross border tax advisory

- Complex Tax assessment cases

- Review of Tax returns prepared for clients

- Establish mechanisms and monitor quality of services offered to our clients

- Collaborate with clients and and work with external Estate Planners on client's estate planning advice and activities

Desired Skill sets:

- A CA with 3+ Years of experience 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

- 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

Location: Bangalore (Leela Palace Hotel)