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

• Upload daily trades, corporate actions and other transactions for various clients into the software.
• Prepare remittance certificates for FPI clients.
• Perform monthly and annual checks of NSDL statements for FPI clients.
• Prepare income tax returns, income computations, basis of preparation and computation notes for FPI clients.
• Coordinate with custodians to obtain trade details and information required for advance tax computations.
• Prepare notional tax reports.
• Maintain FPI trackers, including the expiry of Tax Residency Certificates (TRCs), engagement letters and undertakings.
• Prepare draft submissions for tax assessment proceedings.

Candidate Requirements

• Relevant experience in FPI and taxation work is essential.
• Working knowledge of income tax return preparation and tax computations.
• Experience in handling FPI client transactions and related documentation.
• Candidates from CA firms only will be considered.
• This is a non-CA role; candidates are not required to be Chartered Accountants.

Skills: tax,corporate actions,financial services,nsdl,income tax,fpi,documentation,foreign portfolio