Manager - M&A Taxation

Project Management

• Managing advisory engagements for Indian and foreign MNCs involving mergers, demergers, business and share acquisitions, investment structuring, and joint ventures, while coordinating with cross-functional teams to ensure strategic execution, regulatory compliance, and optimal tax efficiency.
• Supporting clients throughout the business lifecycle by conducting detailed quantitative analysis, managing seamless execution of plans, and applying effective structuring strategies to help achieve their commercial and strategic goals.
• Ideation on tax structuring options for multinational clients. Evaluation of India inbound structuring options.
• Managing end-to-end regulatory compliance processes for acquisitions, and coordinating the implementation of subsequent mergers and consolidations across India, ensuring seamless integration and adherence to legal and procedural requirements.
• Planning tax due diligence work and advising clients in negotiating the terms of transaction and documents based on the findings of tax due diligence.
• Devising a practical approach to resolving tax issues in structuring assignments and conducting comprehensive reviews of business operations to identify tax planning opportunities and compliance gaps
• Supporting Partner/ Principal in the tax planning and tax management of assignments, with guidance from the Partner.
• Support Partner/ Principal in Planning & strategizing approach for litigation and ideating novel ways to resolve tax disputes of clients. Innovating & enhancing processes to achieve commercial targets effective.
• Researching estimated service cost & man hours required for project prior to pitching. Drafting & presenting proposals to clients with guidance of Partners.
• Ideating building commercial substance in the current process & procedure and constantly innovating and improvising on the processes & plans for closing assignments

Client Management & Business Development

• Proactively communicating, responding and sharing updates & development of assignment on a regular basis with clients.
• Be the central point of contact and liaise with your client stakeholders, Partner/ Principal, local stakeholders and the team.
• Proactively developing and maintaining relationships with CFOs and Tax Directors, thereby creating a high-quality professional network. Demonstrating professionalism by working within legal and regulatory guidelines while remaining independent and objective at all times.
• Identifying and ideating leads from public & private sources and constantly evaluating feasibility of new opportunities. Sharing new potential client database with Partners for review and guidance.
• Devising and Supporting partners to prepare pitch proposals for client meetings.

A/C Mining/Revenue

• Identifying new business opportunities in existing clients by keenly keeping track of developments at the client end, tax arena and overall industry trends.
• Building credibility and delivering high quality solutions while building rapport with Principal/ Partners client and key stakeholders to ensure repeat business.

Knowledge Management

• Understanding the tax compliance landscape and ideate how technology can be used, internally (by tax professionals in the firm) and externally (by industry clients) to make the compliance process more effective - simpler, speedier and qualitatively superior.
• Acquiring industry insights to improvise on current services. Developing content for networking in external events & seminars.
• Sharing knowledge acquired from external forums with team members. Regularly update Knowledge management database with new updates.

Brand Management

• Representing & endorsing Dhruva's expertise and scope of service at various external forums. Interacting with peers and building a high-quality network in the industry.
• Publishing articles& research papers on regular basis. Sharing knowledge and learning at external forums to increase visibility and credibility.

People Management

• Providing guidance to the team Facts/Issues/Tech inputs/Industry practice/ etc, proactively to enable them to deliver on assignments.
• Identifying and pointing out challenges so that they can be overcome quickly with solutions and supporting them to resolve challenges/ conflicts.
• Connecting with team on regular basis to ensure the assignment is closed within agreed TAT. Tracking team performance & sharing continuous feedback. Assessing individual and team performance on closure of the assignment and sharing feedback and learnings with team.
• Creating a learning environment and encouraging people to leverage each other's strengths and deliver high quality, consistent performance.

Client Delivery

• Reviewing available information & assessing the data/documents required from client, Researching & scrutinizing all aspects of the assignment with the team to ideate and provide optimal solutions while involving Senior Associates/Analyst/Articles for data research while working on the base report of the assignment.
• Supporting Partners /Principal by drafting memo's/ opinions and reports
• Building client relationship and developing strong understanding of the client's requirement and the business.
• Reviewing available information & necessary data/documents required from client.
• Scrutinizing Notice/Orders and sharing the inputs with Principal/ Partner for further steps.
• Researching & scrutinizing all aspects of the assignment with the team to ideate and provide optimal solutions.
• Drafting Appeals for review by Partner/ Principal and attend hearing. Attending hearings/ submission of appeal and proactively updating the client on a regular basis with regards to assignment development.
• COMPLIANCES: Reviewing documents/forms/returns internally to maintain accuracy. Periodically coordinating with clients for necessary documents and recording all the documents related to assignment secured to ensure smooth closure of assignment.
• Demonstrating professionalism by working within legal and regulatory guidelines while remaining independent and objective at all times

Client Support

• Offer necessary data and information to assist clients as needed.
• Capture key outcomes of client meetings accurately and share comprehensive summaries with the client/principal.

Ideation/ Innovation

• Devising litigation plans and solutions to effectively resolve clients' tax disputes.

Internal Processes

• Reviewing engagement letters with precision.
• Monitoring the entire invoicing process, including diligent follow-ups for outstanding payments and monitoring payment statuses.
• Establish and uphold data controls for research papers, and perform regular hygiene checks to ensure accuracy.
• Assist Principal in updating MIS on regular basis.
• Prepare service summary.
• Review important client communications.
• Ensure all facts & research is recorded securely
• Identifying project overruns and initiating actions to recover from the same.
• Maintains blend of self and team contribution