Associate - Family Office

1 week ago

Mumbai, India Kotak Alternate Asset Managers Limited Full time

Job Role

  • Assisting in conducting research in various tax & regulatory aspects in relation to the client
  • Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc.
  • Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken
  • Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client
  • Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner
  • Assisting in the onboarding as per the internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs
  • Assisting in on-boarding new experts / consultants in India as well as globally and coordination for seeking appropriate approvals for empanelling them with the Internal committee.
  • Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time
  • Conducting training sessions for advisors and addressing client specific queries of advisors from time to time
  • Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year
  • Assisted in conducted All India RM calls to update them on the changes as part of the above.
  • Liaisioning and coordinating with various consulting firms and internal tax team to understand the nuances and positions adopted

Job Requirements

  • CA with 2-3 yrs experience. Others can apply subject to higher experience
  • Background in Transaction Tax, International Tax & M&A would be an added advantage
  • Solution oriented with strong communication skills
  • Temperament to work in teams
  • Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels
  • Preferably have experience and knowledge of dealing with clients and interacting with them efficiently

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