& Summary A career within Financial Services services, will provide you with the prospect to help our clients leverage Financial Services to enhance their customer experiences.

Responsibilities:

The tasks, roles and responsibilities pertaining to the job role of a Manager will include the following:

- Ability to analyse and discuss complex technical issues, gather relevant information from the client and offer solutions.
- Independently finalising withholding tax computations, filing of individual tax returns, writing advisory memos for clients, provide on call advice, respond to technical queries, etc.
- Independently handle tax assessments and represent before tax officials
- Preparing and reviewing reports, memos, presentations
- Ensuring update mails on recent amendments are sent to the relevant clients
- End to end execution of client deliverables ensuring quality and timeliness
- Developing good rapport with client management teams
- Manage and service allocated client accounts which will include participation in client meetings, attending to calls from clients, etc.
- Expand opportunities within existing clients, identify and act on referrals in relation to the service line
- Assist partners/ directors in business promotion initiatives viz research on specific sectors/ industries, preparing presentation, etc.
- Take lead on interaction with the Revenue and regulatory authorities
- Responsible for the complete execution of the assigned engagements
- Manage own time and time of resources effectively to ensure multiple client assignments can be efficiently delivered
- Effective implementation and review of work programmes. Updating the Associate Director/Director proactively on various work related issues.
- Coordinating with Associate Director/Director on the planning and management of assignments
- Overseeing the work of junior members of the team




- Coaching/ developing junior members

The tasks, roles and responsibilities pertaining to the job role of a Sr. Associate will include the following:

- Working on advisory projects including technical research, drafting memo, presentations and webinars etc.
- Review of transaction documents such shareholders agreements, constitution documents, share subscription agreement, etc. from tax and regulatory standpoint. Providing comments on such documents. Undertaking fund structuring, PE review etc.
- Identifying issues / providing solutions on complex transactions
- Interacting with middle management client contacts on day to day matters
- Reviewing and finalising the tax computations tax returns, withholding tax computation, advance tax etc.
- Independently handling scrutiny assessments including preparing the submissions, highlighting complex tax issues and representations before tax officers
- Co-ordinating with the tax authorities and visiting the tax office of regular follow-ups, rectification, refund follow-up etc.
- Interaction with regulators on informal basis for various queries
- Analysing and interpreting provisions of the Income-tax Act, 1956, Foreign Exchange Management Act, 1999, SEBI regulations and Company Law
- Responsible for the complete execution of the assigned engagements
- Coordinating with Manager/ AD on the planning and management of assignments and ensure timely delivery
- Overseeing the work of Associate, Analysts and Senior Analysts.





Mandatory skill sets Working in this discipline will see the Manager/ Sr. Associate working on engagements and teams (the sizes of which will vary depending on client/project).

To qualify for the same a Manager/ Sr. Associate will need:

- To be a Qualified Chartered Accountant with 4-6 years of relevant experience/Degree in law from a recognised University with 4-6 years of relevant experience, Company secretary, CFA. (2-5 years for a Sr. Associate)

Other prerequisite skills include:
- Demonstrating innovative and critical thinking in managing projects
- Excellent written and verbal communication skills
- Strong analytical and numerical skills
- Well-rounded commercial and economic awareness and understanding of the financial markets
- Good interpersonal and networking skills
- Passion for client servicing innovative and critical thinking in managing projects
- Excellent written and verbal communication skills
- Strong analytical and number crunching ability
- Excellent eye for detail
- Efficiency in MS office, presentation skills and report writing skills
- Motivated, creative and decisive in approach to problem solving
- Ownership and responsibility of clients/tasks delegated
- Assist Director/ AD/Manager (As the case may be) in taking lead during discussions with clients, authorities in India and overseas
- Good working knowledge of Tax and regulatory laws relating to income-tax, companies act, SEBI rules and regulations, FEMA, banking, insurance, other SEBI regulations, service tax regulations etc
- Good working knowledge of Transfer Pricing is expected

*Years of experience required

- Minimum 4- 6 years of Direct tax experience for Manager and 2-5 years for a Sr. Associate

*Education Qualification

Chartered Accountant

Perks and Benefits

As per Industry standards

📌 Big 4- FS/ Deals Tax - Manager & Senior Associate (Mumbai)
🏢 Munsar Services
📍 Mumbai