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.

📌 Direct Tax analyst FSFPI - Mumbai
🏢 SyncUp
📍 Mumbai