Strategic Tax Planning Specialist

Job Title: Strategic Tax Planning Specialist

• As a Strategic Tax Planning Specialist, you will be responsible for managing advisory engagements for multinational companies involving mergers and acquisitions, business and share transactions, investment structuring, and joint ventures. You will work closely with cross-functional teams to ensure strategic execution, regulatory compliance, and optimal tax efficiency.

• You will support 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. This includes devising tax structuring options for multinational clients and evaluating India inbound structuring options.

• You will manage end-to-end regulatory compliance processes for acquisitions and coordinate the implementation of subsequent mergers and consolidations across India, ensuring seamless integration and adherence to legal and procedural requirements.

• You will plan tax due diligence work and advise clients in negotiating the terms of transactions and documents based on the findings of tax due diligence. You will also devise practical approaches to resolving tax issues in structuring assignments and conducting comprehensive reviews of business operations to identify tax planning opportunities and compliance gaps.

• You will support Partners/Principals in the tax planning and tax management of assignments, with guidance from the Partner. This includes providing guidance to the team to enable them to deliver on assignments and identifying and pointing out challenges so that they can be overcome quickly with solutions.

• You will connect with the team regularly to ensure the assignment is closed within agreed TAT. You will track team performance and share continuous feedback. You will assess individual and team performance on closure of the assignment and share feedback and learnings with the team.

• You will create a learning environment and encourage people to leverage each other's strengths and deliver high-quality, consistent performance. You will review available information and assess the data/documents required from clients. You will research and scrutinize all aspects of the assignment with the team to ideate and provide optimal solutions.

• You will support Partners/Principals by drafting memos/opinions and reports. You will build client relationships and develop a strong understanding of the client's requirement and the business. You will review available information and necessary data/documents required from clients.

• You will scrutinize notices/orders and share inputs with Principals/Partners for further steps. You will research and scrutinize all aspects of the assignment with the team to ideate and provide optimal solutions. You will draft appeals for review by Partners/Principals and attend hearings.

• You will ensure compliances: Review documents/forms/returns internally to maintain accuracy. Periodically coordinate with clients for necessary documents and record all documents related to assignments secured to ensure smooth closure of assignments.

• You will demonstrate professionalism by working within legal and regulatory guidelines while remaining independent and objective at all times. You will offer necessary data and information to assist clients as needed.

• You will capture key outcomes of client meetings accurately and share comprehensive summaries with the client/Principal. You will devise litigation plans and solutions to effectively resolve clients' tax disputes.

• You will review engagement letters with precision. You will monitor the entire invoicing process, including diligent follow-ups for outstanding payments and monitoring payment statuses.

• You will establish and uphold data controls for research papers and perform regular hygiene checks to ensure accuracy. You will assist Principals in updating MIS on a regular basis.

• You will prepare service summaries. You will review important client communications. You will ensure all facts & research are recorded securely.

• You will identify project overruns and initiate actions to recover from the same. You will maintain a blend of self and team contributions.