Role Overview

We are looking for an Analyst with experience in Foreign Portfolio Investment (FPI) and taxation to join a reputed advisory company. Candidates with relevant experience in CA firms will be preferred.

Key Responsibilities

- Upload daily trades, corporate actions and other transactions for various clients into the software.
- Prepare remittance certificates for FPI clients.
- Perform monthly and annual checks of NSDL statements for FPI clients.
- Prepare income tax returns, income computations, basis of preparation and computation notes for FPI clients.
- Coordinate with custodians to obtain trade details and information required for advance tax computations.
- Prepare notional tax reports.
- Maintain FPI trackers, including the expiry of Tax Residency Certificates (TRCs),



engagement letters and undertakings.
- Prepare draft submissions for tax assessment proceedings.

Candidate Requirements
- Relevant experience in FPI and taxation work is essential.
- Working knowledge of income tax return preparation and tax computations.
- Experience in handling FPI client transactions and related documentation.
- Candidates from CA firms only will be considered.
- This is a non-CA role; candidates are not required to be Chartered Accountants.

Skills: tax,corporate actions,financial services,nsdl,income tax,fpi,documentation,foreign portfolio

📌 Direct Tax analyst FS+FPI - Mumbai
🏢 One Story
📍 Mumbai