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Renowned AMC, 2-4yrs exp, Tax consultant - Wealth Management

  • Mumbai

Job ID : 1979

About Company

Since its establishment in 1992, the boutique investment advisory firm has emerged as a trailblazer among SEBI Registered Portfolio Management Service (PMS) providers in India.

The company's enduring legacy and unwavering commitment to excellence form the bedrock of its identity, and they are proud to distinguish itself through a unique approach to asset management.

Notably, the Total Assets under Management (AUM) of AMC currently stands at ₹49.8K Cr, representing a significant 1% share of the total AUM collectively managed by 57 other asset management companies in the country.

This milestone underscores our substantial presence in the industry and reflects our dedication to delivering exceptional value to our clients through thoughtful and strategic investment practices.

Job Description

Roles and Responsibilities:

  • Tax Planning Strategies: Develop and implement comprehensive tax planning strategies for HNI clients, both domestic and international Conduct in-depth analysis to identify tax-saving opportunities for clients, resulting in tax savings.
  • Client Interaction: Independently conduct client meetings and presentations to explain tax strategies and address client queries. Collaborate closely with PAN India Relationship Managers and Estate Planning professionals to implement tax-efficient wealth transfer strategies, such as gifting, private discretionary trusts, and wills.
  • Training and Communication: Conduct webinars and training sessions for Relationship Managers and clients to enhance their understanding of tax planning strategies and wealth management techniques.
  • Compliance and Reporting: File Income Tax Returns and Tax Audit Reports for various entities. Prepare replies on behalf of clients before Income Tax Authorities for matters concerning appeals and scrutiny. Conduct statutory audits of various companies, including a listed Manufacturing Company and a Wealth Management Company. Perform Tax Audits of Companies, Partnership Firms, Proprietary Concerns, and Trusts.

Ideal candidate:

  • Qualified Chartered Accountant with 1 to 5 years of experience in Direct tax and managing taxation for High-Net-Worth Individuals
  • Proven experience in developing and implementing tax planning strategies for High-Net-Worth Individuals, both domestically and internationally.
  • Excellent communication and presentation skills, with the ability to explain complex tax strategies clearly to clients and colleagues.
  • Strong analytical skills and attention to detail.
  • Ability to work independently and collaboratively within a team.
  • Familiarity with automated systems for tax management and a passion for innovation in the finance industry.

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Education Qualification

  • Qualified CA (Chartered Accountant)
  • Semi-qualified CA (Drop out Chartered Accountancy)

Job Type

Full Time


  • No. Of Vacancy

  • Offered Salary

    12 - 15 Lac
  • Experience

  • Industry

    Investment Bank (IB)

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