Job Summary

The opportunity: Associate-National-TAX-CBS - FIN - FP&A; Account Support - Mumbai

Responsibilities

- Job Description Client set-up/Client acceptance
- Business Development: Go to market research on potential clients
- Background research on client (for code setup purpose only) including Google search on company/ directors/ key personnel
- Setting up of new client in Mercury
- OMS and PACE
- Filling and submitting OMS form
- OAR approval (i.e. processes and OAR approval for engagements exceeding the specified limit).
- Submission of ICD Form and follow up for approvals
- Engagement acceptance (Filling PACE forms), checking Markups/conflicts.
- Obtaining clearance from GCSP/CSP/Audit Partner on Channel conflict/allowable services PE/SEC type of accounts etc.
- Drafting ELs/SOWs/MSAs/PSMs/Acknowledgement agreements/Fee side letter based on standard templates. Engagement Life Cycle
- Managing engagement life cycle in Mercury.
- Engagement set-up: Setting up engagement code, updating GST details.
- Verifying PSMs received from EY overseas offices & suggesting changes required as per QRM guidelines on PSMs.
- Monitoring WIP / AR status Follow up with engagement team for write off/reversal
- ERP, WIP & Unbilled OPEs adjustments (w/off, w/up, transfer, etc) as per instructions from client team
- Closure of Code,



follow with Sub code for code closure
- Subcontracting to other SSLs / issuance of Work order. Invoicing
- Raising draft Invoice/final invoice
- Invoice reversal/re-issue
- Raising foreign office invoices
- Verifying SEZ documents for SEZ billing (LOA, SEZ Declaration, Manager email, etc.)
- Follow up with client/foreign office for collection (wherever mandated)
- TDS follow-up
- TDS reconciliation
- Tax Convention Forms
- Making overseas payments through OPRS requests (Verifying PSMs, TRC, 10F, etc.)
- BRET compliance (submissions and timely renewals)
- Compliance with Procurement process in case any third-party services are procured EY IMD and GEAR
- Creation of EYI-MD workspace (only for current codes) and basic documents upload
- Uploading ELs on GEAR Preparation of Reports
- Daily/monthly Reports preparation & analysing
- Preparing weekly reports like Cost Analysis MIS and Actual vs Budgeted
- Weekly tracking of BU Revenue, Utilization, AR & WIP for the respective locations

Qualifications
- Bachelor of Commerce
- Bachelor of Business Administration
- Master of Business Administration
- Master of Commerce

Experience
- 0-2 YEARS

Skills
- Mercury
- PACE
- OMS
- GEAR
- ERP
- GST
- TDS
- SEZ documentation
- Invoicing

📌 FP&A Support Associate (Mumbai)
🏢 EY
📍 Mumbai