Tax Advisory Specialist

2 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Investment Advisor Job Overview

We are seeking a skilled Investment Advisor to join our team. The successful candidate will assist in conducting research on various tax and regulatory aspects related to clients, coordinating with external experts, and preparing presentations based on client case facts.

Key Responsibilities:
  • Conduct in-depth research on tax and regulatory matters to provide informed advice to clients.
  • Collaborate with external experts to ensure compliance with all relevant laws and regulations.
  • Develop and deliver presentations to stakeholders, highlighting key findings and recommendations.
  • Facilitate communication between internal teams and clients to ensure seamless project execution.
  • Monitor client activities and provide timely solutions to meet their needs.
Requirements:
  • CA with 4-5 years of experience in investment advisory services.
  • Background in Transaction Tax, International Tax & M&A is an advantage.
  • Strong analytical and problem-solving skills with the ability to communicate complex ideas effectively.
  • Excellent teamwork temperament and ability to interact with multiple stakeholders across levels.
  • Experience dealing with clients and interacting efficiently is preferred.

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