Tax Associate

About The Financialist

The Financialist is strategically backed by Zerodha. We are building Indias best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice.

We adhere to a strict No Commission, No Brokerage policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience.

Location: Kandivali, Mumbai

Role Description: As a Tax Associate, youll work closely with our advisory team to manage end-to-end income tax compliance for clients. Were looking for someone who is detail-oriented, proactive, and willing to take ownership in driving execution. 

Roles & responsibilities: 

• Prepare and file Income Tax Returns (ITR-1 to ITR-4) including revised, updated, and rectification returns.

• Review client financial data, compute tax liability, and ensure accurate filings.
• Draft and file responses to income tax notices and assist in assessments/proceedings.
• Compute advance tax and support clients in tax planning decisions, including old vs new regime selection.
• Manage TDS/TCS related computations, filings, challans, documentation and overall compliance execution.
• Coordinate with clients for document collection, follow-ups, and tax-related queries.
• Work closely with the advisory team to support holistic tax planning for clients.
• Contribute to internal process improvements, documentation, and knowledge-sharing initiatives.

Qualifications & requirements:

Academic background: B.Com / M.Com / CA Inter / CA Finalist.

Required Skills & Qualifications:

• Strong understanding of direct taxation and income tax provisions with respect to salaried individuals.

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• Strong attention to detail and accuracy in compliance work.
• Proficiency with ITR filing softwares.
• Ownership mindset, someone who follows through and gets things done.
• Comfortable working in a fast-paced, high-learning startup environment.

Work Experience:

• Filed Income Tax Returns (ITRs) for salaried individuals and HNIs.
• Worked with various ITR filing software applications.
• Independently prepared and filed schedules related to Foreign Assets (FA), Capital Gains, and Business & Profession income.