Tax Planning

2 months ago


Mumbai Maharashtra, India Anand Rathi Wealth Full time

**Tax Planning**:
**Location**: MumbaiQualifications : CFA /CA

Experience : 0-3 Years

Role:
**1. Implement comprehensive tax planning strategies for HNI clients to optimize their tax positions**
**2. Provide guidance on complex tax matters and assist with decision-making processes**
**3. Evaluate clients' specific tax situations, and recommend appropriate tax strategies to minimize tax liabilities and maximize savings.**
**4. Advice clients on RBI laws, regulations, and guidelines related to investments, remittances, foreign exchange transactions, and other relevant areas**
**5. Conduct research on direct tax case laws, tax rulings, and precedent-setting decisions to support tax planning initiatives.**
**6. Prepare and review tax calculations on client portfolios, considering income, deductions, credits, and other relevant factors**:


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