Manager Private Client Services

Qualification

- Chartered Accountant (CA)

Experience

- 4-5 years of relevant post-qualification experience in direct tax, preferably with a Big4 or reputed mid-size CA / tax advisory firm
- Experience managing engagements relating to Individuals, HUFs, Partnership Firms, and LLPs

Key Responsibilities 1. Direct Tax Compliance & Advisory

- Manage and deliver end-to-end direct tax compliance for a portfolio of PCS clients, including:
- Individuals (HNIs / professionals / promoters)

- HUFs

- Partnership Firms and LLPs
- Review and oversee preparation and filing of:
- Income-tax returns
- TDS/TCS returns and related compliances
- Lead advance tax computations, tax provisioning, and periodic tax reviews
- Provide technical tax advisory on:
- Capital gains (equity, mutual funds, ESOPs, property, unlisted investments)
- Investment income and tax-efficient structuring
- Residential status and taxability of income (including basic exposure to foreign income)

- Analyze and interpret
- Stock market and investment portfolio statements
- Corporate actions and their tax implications

- Strong working knowledge of
- Form 26AS, AIS, and TIS
- Reconciliations, mismatch analysis, and risk identification

- Handle
- Online rectifications, responses to notices/communications
- Assessment and representation support in coordination with senior

2. Accounting & Financial Reporting Support

- Review and supervise:
- Maintenance of books of accounts
- Month-end and year-end closures

- Preparation and review of

- Balance Sheet
- Profit & Loss Account
- Working knowledge of accounting and compliance requirements for firms and LLPs
- Hands-on experience with:




- Tally / QuickBooks / Zoho
- Bank reconciliations and supporting schedules

3. Technology & Tools

- Advanced proficiency in MS Excel (tax computations, reconciliations, analytical reviews) and PowerPoint presentation skills
- Strong working knowledge of Outlook and professional email communication
- Exposure to tax return / compliance software and workflow tools preferred
- Interest or experience in tax technology, process automation, and digitization initiatives is an added advantage

4. Engagement Management, Communication & Presentation

- Act as a key point of contact for clients on routine tax and advisory matters
- Prepare and deliver client-ready presentations, summaries, and dashboards on:
- Tax positions, planning recommendations, and key risk areas
- Advance tax workings, effective tax rates, and advisory outcomes
- Ability to present complex tax concepts clearly and concisely to clients and internal stakeholders

- Participate in

- Client meetings
- Internal reviews and partner discussions
- Manage engagement timelines, quality, and deliverables across multiple clients

- Identify advisory opportunities
- Review work of junior team members and provide structured feedback and coaching

Soft Skills & Qualified Attributes

- Excellent written, verbal, and presentation skills in English
- Strong client service orientation with attention to detail and quality
- Confident in stakeholder communication and structured presentations
- Demonstrates ownership, accountability, and problem-solving mindset
- Collaborative team player with developing people management and leadership skills
- Willingness to continuously learn and stay updated with tax developments

📌 Manager - PCS (Private Client Services) Direct Tax (Mumbai)
🏢 BDO India
📍 Mumbai