Tax Associate

• **Individual Taxation:** Handle the preparation

and filing of individual tax returns, ensuring accuracy and compliance with tax

laws.

• **Client Communication:** Build and maintain

strong relationships with clients, addressing their tax-related inquiries and

providing expert advice in a clear and concise manner.

• **Tax Planning:** Identify tax-saving

opportunities for clients and make recommendations to minimize their tax

liability.

• **Research:** Stay updated on changes in tax laws,

regulations, and industry trends to ensure clients' compliance and maximize tax

efficiency.

• **Documentation:** Maintain detailed records and

documentation related to client tax matters.

**TeamCollaboration:** Collaborate with

colleagues to ensure seamless client service and share knowledge and best

practices. Generate leads ensuring that clients become a potential lead for the

Wealth Management Team

Requirements

• Bachelor's or Master’s degree in

Accounting, Finance, or a related field.

• 2-4 years of relevant experience in

individual taxation.

• Strong understanding of tax laws,

regulations, and compliance requirements.

• Excellent communication and

interpersonal skills to interact with clients effectively.

• Proficiency in tax software and

tools.

• Detail-oriented with strong analytical

and problem-solving skills.

• Ability to work independently and

as part of a team.

• Professional certifications - CA

Inter passed preferred (e.g., CPA or Enrolled Agent) are a plus.