Tax Planner

About V-Financial ServicesV-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.Role OverviewThe Junior Financial Planner will...

Senior Financial PlannerFinancial Planning:- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.- Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.- Monitor and review financial...

**Qualification Required**: HSC/Graduate/Post Graduate **Experience**: **Key Responsibilities**: - Build & maintain strong relationship with clients - Understand the client's financial goals - Develop Investment strategies aligned with client's goal - Recommend Investment products - Offer tax planning & optimization advice - Identify & mitigate financial...

**Job Summary**: The PCG Advisor is responsible for providing tailored financial advice to high-net-worth individuals and families. They develop and manage client relationships, understand clients' financial goals, and provide strategies to manage wealth effectively. The role combines client service, financial planning, investment management, and business...

About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in...

**Job Location**: Mumbai / Bangalore **Job Type**: Permanent **Responsibilities**: - Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, and tax returns - Work closely with higher management for **Debt restructuring, and raising funds**: - Analyzing business performance and providing...

**Job title**: CA Qualified **Qualification**: CA **Exp**: 0-4 years **Location**: Santacruz, East Mumbai **Working Days**: 6 Days **Roles & Responsibilities** - Income Tax Compliance - Accounts Finalization - MIS Reporting - GST working and return filling - Co ordination with CA **Skills required** - CA (fresher or experienced) - Must have - Good...

**Job Role**: Accounts Executive **Experience**: 0-5 years **Location**: Juhu, Mumbai (Closest Station Andheri) **Work Mode**: Work from Office **Qualification**: B.Com/CA Inter/CA PEII/IPCC/Semi Qualified **Roles & Responsibilities** - Income Tax Compliance - Accounts Finalization - MIS Reporting - GST working and return filling - Co-ordination with...

Our client, a listed real estate developer, is searching for a Manager Personal Accounts, Taxation and Wealth Management role in Andheri, MumbaiReporting To: Family Principal / Family Office HeadWe are seeking a highly experienced and trustworthy professional to manage the complete financial portfolio of an Ultra High Net Worth Individual (UHNI) family. The...

Our client, a listed real estate developer, is searching for a Manager Personal Accounts, Taxation and Wealth Management role in Andheri, MumbaiReporting To: Family Principal / Family Office HeadWe are seeking a highly experienced and trustworthy professional to manage the complete financial portfolio of an Ultra High Net Worth Individual (UHNI) family. The...