Senior Financial Planner

3 weeks ago


Pune, Maharashtra, India Policy Planner insurance brokers pvt ltd Full time

**Key Responsibilities of a Chartered Accountant**

A Chartered Accountant at Policy Planner insurance brokers pvt ltd plays a crucial role in guiding clients' financial plans and ensuring compliance with government regulations. Their duties include planning taxes, auditing accounts, and recommending solutions to accounting issues.

Key Tasks and Responsibilities

  • Conduct tax planning and tax oversight for special projects
  • Prepare income tax returns
  • Provide accurate reports on a company's finances to government agencies
  • Review tax forms and make recommendations for adjustments if necessary
  • Resolve any tax-related issues for the business or client
  • Maintain strong professional relationships with businesses and clients for continued service

Requirements

  • Bachelor's degree (preferred)
  • 3 years of experience in accounting (preferred)
  • CA-Inter certification (preferred)

Work Details

  • Full-time position
  • Day shift

Location

  • Pune, Maharashtra (required)


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