Reporting of trades / corporation action to the tax consultants
Reconciliation of reporting to the tax consultants
Obtaining tax certificates from tax consultants
Providing non repatriable balance to General Banking team
Discharging the tax liability of the client
Invoice calculation and generation for clients
Dispatching invoices to clients
Fee receipts record for clients
GST compliance
Handling client / tax consultant queries
Assist team leader / section head in assignments / projects
Reporting to tax consultants
Followup with tax consultants for tax certificates
Invoicing to clients
To ensure the job holder is fully aware of all the laid down controls, procedures and regulatory requirements and achieve established targeted standards of productivity and client services
Ensure that all the client reporting requirements, response to client queries are performed within the time frames specified to achieve client satisfaction.
Endeavour to reduce the turnaround time.
Keep the Head Operations advised of the regular operations and, escalate exceptional occurrences,



to enable appropriate action and report high volumes, problems & exceptions from the normal.
Monitoring of transactions to be reported to tax consultants.
Interaction with the Client(s) Tax Consultants, for all relevant tax matters.
Routine Tax consultant reporting.
GST compliance.
Generating Invoices for recovery of fees from Custody clients
Monitoring the team and ensuring that reporting of the trades ie the purchase and sales transactions, corporate actions, cash movements which will impact the tax position of the client is done to the tax consultants on a daily basis.
Ensuring that the team responds within time the queries raised by the tax consultant with respect to the purchase and sales executed by the client, taxes paid by the client or any other requirement like the bank statements, NSDL statements
Ensuring that daily follow up daily for the tax certificates required from the tax consultants for the

📌 Manager, Taxation 1 (Mumbai)
🏢 Standard Chartered India
📍 Mumbai