Tax Associate

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● 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.

Team Collaboration: 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.

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