Manager - Finance & Taxation (CA Firm)

We are looking for an ideal candidate for a tax consultancy firm. This job is only for those candidates who are currently working in any CA/ tax consulting firm & have experience of at least 3 years working in a CA firm. please do not apply if you don't fulfil this requirement.

Role Task

1. Client Onboarding

• Explain our services, basic rules, and clear initial questions before bringing a client on board.
• Collect KYC documents, registration details, and financial information from new clients.
• Create client profiles in our accounting and compliance systems.
• Clearly share scope of work, timelines, and deliverables with clients.

2. Client Coordination & Data Collection

• Stay in touch with clients to collect data on time (e.g., invoices, vouchers, bank statements, payroll, and other records).
• Write professional emails to confirm discussions and request data.

3. Data Entry & Filings (GST, TDS, PF/ESI, Advance Tax)

• Record all accounting entries correctly and on time.
• File GST, TDS, PF/ESI, and Advance Tax returns before deadlines.
• Track compliance status and keep clients updated.
• Reconcile accounts and ensure tax credits/deductions are correct.
• Prepare reports (MIS), suggest ways to save tax, and guide clients on better tax planning.

4. Client Advisory

• Advise clients on tax, compliance, and financial planning.
• Answer client questions on taxation and finance quickly.
• Share updates on tax laws and opportunities for planning.

5. Final Accounts & Annual Compliances

• Prepare financial statements (P&L, Balance Sheet, Cash Flow) as per standards.
• Finalize accounts for audits.
• File Tax Audit Reports as required by law.
• Handle annual ROC filings (DIR-3 KYC, DPT-3, AOC-4, MGT-7/7A, etc.).
• Ensure all returns and reports are filed correctly and on time.
• Keep proper documentation for audits and inspections.

6. Client Invoicing & Revenue Tracking

• Raise invoices after work completion or milestones.
• Track invoices, collections, and pending payments.
• Follow up with clients politely for payments.
• Maintain revenue records and reconcile with accounts team.

7. Team Handling

• Supervise junior accountants and check their work for accuracy.
• Assign tasks, monitor progress, and ensure deadlines are met.
• Train team members to improve knowledge and compliance skills.
• Work with senior management to align team goals with firm objectives.

Competencies required for the role

1. Skills

• Fluency in English (written & spoken)
• Professional email and client communication skills
• Rapport building & relationship management
• Meeting & telephone etiquette
• Strong organizational and documentation skills
• Negotiation & persuasion skills
• Data entry accuracy and attention to detail
• Problem-solving and analytical thinking

2. Knowledge

• Basics of Accounting & Bookkeeping
• Direct & Indirect Taxes (GST, TDS, Advance Tax, PF/ESI)
• ROC compliances & Company Law requirements
• Financial reporting standards (P&L, Balance Sheet, Cash Flow)
• Audit process and documentation
• Tax optimization & planning strategies
• Microsoft Excel, Word & PowerPoint
• Accounting and compliance software tools (Tally/Zoho/Compu tax etc.)
• MIS reporting & financial analysis

3. Traits

• Honest and reliable
• Team player with leadership potential
• Proactive problem solver
• Detail-oriented and thorough
• Persistent and deadline-driven
• Open to learning and adaptable
• Confident yet empathetic communicator

4. Motives

• Strong drive for personal and professional growth
• Commitment to continuous learning
• Desire to build long-term client relationships
• Belief in a win–win philosophy with clients and team
• Motivation to deliver value through compliance and tax efficiency

Job Type: Full-time

Pay: ₹20, ₹35,000.00 per month

Application Question(s):

• Are you CA Inter qualiified?
• Have you worked with a CA firm with 3+ years?