We are seeking a Taxation Specialist with experience or interest in investment products such as Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). The role involves managing tax compliance, investor reporting, and advisory support related to capital markets and fund structures.

Key Responsibilities:

Handle taxation for PMS and AIF structures, including investor-level taxation

Compute and review capital gains (short-term & long-term) from securities transactions

Prepare and review investor tax statements and reports

Ensure compliance with Income Tax, TDS, and applicable SEBI regulations

Assist in fund accounting and tax reconciliation for PMS/AIF portfolios

Support GST implications, if applicable, on management fees





Handle withholding tax (TDS) calculations for domestic and non-resident investors

Assist in responding to tax notices, assessments, and audits

Stay updated with changes in tax laws impacting capital markets and funds

Required Skills:

Robust understanding of capital markets taxation.

Knowledge of PMS & AIF structures and regulations (Securities and Exchange Board of India guidelines)

Proficiency in Excel and financial tools

Familiarity with fund accounting concepts

Analytical mindset with high attention to details.

📌 Tax specialist needed (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai