Reports to: Senior Adviser
Location: India

Purpose:
Support the Senior Advisers in delivering accounts and tax services, taking semi-independent responsibility for client analysis, technical summaries and proposal preparation. The role is a development position with a transparent route to Senior Adviser.

Key responsibilities:
• Support Senior Advisers in delivering accounts and tax services across personal tax, business and corporate tax, indirect tax, statutory accounts, and company and group structures, in line with the legislation applicable to the matter.
• Support the handling of inbound client calls and enquiry taking during the initial learning phase of the role, to gain exposure to the full client-facing process.
• Review and analyse client financial, accounting and tax information, identifying the relevant issues and risks, and preparing technical summaries to support advisory discussions and recommendations.
• Research technical points from primary sources - legislation and revenue authority guidance - and set out findings clearly for Senior Adviser review.




• Liaise directly with clients to obtain information, clarify queries and support ongoing engagements in a clear and professional manner.
• Assist in the preparation of accounts, computations, reports and supporting documentation. • Prepare tailored service proposals and scope of work based on client requirements and agreed outcomes, for Senior Adviser review before issue.
• Coordinate with the tax, accounts and compliance teams to ensure advice is consistent, practical and accurately implemented.
• Maintain complete and current CRM and file records on all matters handled, updated the same working day.
• Maintain and develop technical knowledge across accounts preparation, income and personal taxation, corporate taxation, capital taxes and indirect taxation, through ongoing study and practical experience.
• Apply professional judgement and ethical standards to the standard expected of a recognised professio

📌 Associate – Accounts and Tax (India)
🏢 UKPA India
📍 India