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...

Objective of The Position:  Act as financial business planner for AP India business, in the area of Credit limit, rebate management, financial provisioning, SIP and audit Job Responsibilities: Credit Limits Propose Credit limits for all customers (~ 2000 nos.) to CRM team and ensure timeliness and data accuracies in systemEnsure Credit limits are updated...

1) Responsibilities: - **Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts**: - **Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc.**: - **Research on Indian...

**Responsibilities**: 1.Performing all accounting tasks efficiently and timely as per the given Accounts Planner 2.Handling accounting work of VEPL, KAFPCL and Director's personal account. 3.Work in close coordination with Accounts Assistant to share day to day workload. **4.Carry out day to day accounting tasks as to -** a. Update Petty cash records b....

**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...

working through referral and networking, helping people to do their financial planning. Retired people, mutual fund distributors, tax planners, ex bankers and house wife’s. Age above 30 yrs only. Very lucrative source of income and growth by working for a good brand. **Job Type**: Part-time Pay: ₹8,086.00 - ₹39,937.85 per month Expected hours: 20...

**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...