Direct Tax analyst FS+FPI - Mumbai

Role Overview

We are looking for an Analyst with experience in Foreign Portfolio Investment (FPI) and taxation to join a reputed advisory company. Candidates with relevant experience in CA firms will be preferred.

Key Responsibilities

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  Upload daily trades, corporate actions and other transactions for various clients into the software.

  
  


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  Prepare remittance certificates for FPI clients.

  
  


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  Perform monthly and annual checks of NSDL statements for FPI clients.

  
  


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  Prepare income tax returns, income computations, basis of preparation and computation notes for FPI clients.

  
  


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  Coordinate with custodians to obtain trade details and information required for advance tax computations.

  
  


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  Prepare notional tax reports.

  
  


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  Maintain FPI trackers, including the expiry of Tax Residency Certificates (TRCs), engagement letters and undertakings.

  
  


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  Prepare draft submissions for tax assessment proceedings.

  
  

Candidate Requirements

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  Relevant experience in FPI and taxation work is essential.

  
  


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  Working knowledge of income tax return preparation and tax computations.

  
  


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  Experience in handling FPI client transactions and related documentation.

  
  


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  Candidates from CA firms only will be considered.

  
  


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  This is a non-CA role; candidates are not required to be Chartered Accountants.