Description:
Position: Tax Leader (Personal Finance)
Job Responsibilities:
Tax Planning:
- Implementing tax strategies for High Networth Individuals (HNI's) covering customized short-term and long-term tax strategies.
- Guiding clients on compliance obligations under Income Tax Act, while considering cross-border implications and FEMA guidelines.
- Provided guidance on HUF, Estate planning, Will planning, Gift deed, and wealth transfer with a tax-optimized approach.
- Ensured seamless execution of tax-saving investments and proper documentation to support claim validity during assessments.
- Advised clients on optimal tax-saving strategies under sections such as 80C, 80D, 54, 54F and others based on individual financial goals.
- Computing advance tax liabilities and assisting in timely payment to avoid interest and penalties.
Client Interactions:
- Efficiently conducting calls, maintaining strong follow-up, and conducting virtual meetings with clients.
- Collection and review of documents such as AIS, 26AS, prior years Form 16.
- Providing clear, concise explanations of complex tax concepts, empowering clients to make informed decisions.
- Onboarding new clients by reviewing prior-year filings and identifying areas for improvement.
- Proactively managed tax deadlines, filings, and extensions to ensure timeliness and avoid penalties.
- Communicating key regulatory and tax law changes with actionable recommendations.
- Creating awareness and educating clients about personal income tax planning.
- Coordination with legal team for representations before tax authorities.
- Build strong rapport with clients by offering reliable, personalised and timely tax support year-round.
Key Skills:
- Tax Regime Advisory
- Salary Restructuring
- Capital Gain Calculation for domestic and foreign assets
- Tax Payment Assistance
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