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:
Solid 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 Mumbai
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 Mumbai