JD - B.D. Jokhakar & Co

Position / Title : Tax Executive

Qualification : Bcom, Chartered Accountant

Responsible for :

Return of Incomes, Representations to Tax Authorities, Remittance certificates and Tax Administration

Execution

Planning, Allotting Work

Supervision, Monitoring, Review and Sign off

Direction, Supervision, trouble shooting of Juniors and Assignments

Planning Tax Seasons

Preparation of Bank Summary/Financials

Preparation, Obtaining Approval & Filing of Computations & ITR

Rectification with ITD and Follow up/ Follow through

Responding to Notices & coordinating with client

Preparation & Submission of Remittance Certificates

On the job training to Tax Team to make them grow + arrange inhouse trainings, motivation

Value add to clients work - Tax saving, mitigation of risk

Quality Maintenance - As per firm policies and Standards + Law

Preparation of EL for every assignment / activity

Billing of Work as per EL

Assisting in Advisory work

Registration of DSC on IT Website

Tax Audit, Trust, TP Audit Forms - Prepare, Finalise, File

Checking PT Returns

Checking TDS returns

Approval of TDS calculation

Certification - Anti profiteering,MSMED, Net Worth, Profit,ECB

Review of Accounts

Technical Development

Remaining up to date with the changes in Tax Laws

Remaing up to date with E Filing Portal





Attend seminars and events in consultation with partners

Reading - Journals and Personal Development Material

Assisting partners in write ups/publications

Client Service and Administrative

Editing and Updating Checklists / File Formats / Flaps / Softwares

Preparing updates to be sent to clients of changes - Partner approval

Client Satisfaction Survey

Client Relationship - Point of Contact

Discipline of team and feedback on their work

Engagement Performance Review

Taking Back up of tax softwares

Approving OPE

KPI

Quality of Deliverables

Timely delivery of work

Communication and Delivery with Clients

Implementing Firm Quality Standards & Procedures in letter and spirit

Monitoring Progress,Review and Reporting Work, Escalation

Engaging and Managing team

Give Advance notice / heads up and time to client to respond to request

Turnaround time and Response time

Competencies

Prioratisation, Multitasking

Above Average knowledge of Income Tax Act, 1961, Rules and

Procedures

Above Average knowledge of TaxBase,CAOffice, WINMANN +

Average knowledge of Excel, Word, Typing and use of tally

Detailing, Evaluating documents and contextualise it with Outcome

/ Deliverable

Art of Escalation/Communicating with clients and partners

Reporting to

📌 Direct Tax- Chartered Accountant/ Semi Qualified (Mumbai)
🏢 B. D. Jokhakar u0026
📍 Mumbai