AM / Manager - BFSI TAX- Foreign Portfolio Investment

2 days ago

Mumbai, Maharashtra, India Innovative Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Designation: Assistant Manager, Manager

Location: Mumbai

Qualification: CA

Experience: 3+ years or above of work experience in income-tax and regulatory.

Roles and Responsibility:

Accountable for the entire assignment such as timely delivery, quality of the deliverable, etc.;

  • Review of applications e.g. PAN, DSC, applications, etc. prepared by junior staff of the team;
  • Expected to build positive client relationships and demonstrate understanding of the clients requirements and

business;

  • Review of capital gains statements/ working, calculation of dividend stripping working, etc.
  • Review of certificates/remittance letters (including Form 15CB, etc.) for enabling remittance of amount by FPIs
  • Supervise effectively junior team members and take responsibility for reviewing their work
  • Accountable for adherence with internal risk management of the firm;
  • Assist senior members of the team on prospective client pursuits;
  • Proactively identify new areas where the firm can leverage with the existing client;
  • Review of Income-tax submissions / compilations for assessment / appellate matters. Assistance in

representation before the Tax authorities;

  • Be up-to-date on developments in income-tax and regulatory space FEMA, NBFC, Insurance Regulations, etc.
  • Take a major role in sharing knowledge and supporting the development of team members
  • Qualities of leadership, as the person will be responsible for allocation of work within the team, performance of

the team, identification of training and development needs within the team.

Desire Skills:

Good Communication / presentation skills

Possess good analytical skills and the ability to learn and succeed in a fast-paced environment

Strong knowledge of income tax and basic working knowledge in FEMA (FDI/FPI) /SEBI(FPI) Regulations

Delivery of multiple engagements with quality standards and as per the agreed timelines

Good people and client management skills

Excellent communication skills with an ability to interact with all levels across the organization

  • Portfolio Investment Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeFundManager Full time ₹ 93,30,000 - ₹ 1,33,71,000

    Lead Portfolio ManagerAs a seasoned investment expert, you will lead our equity fund management team in designing and implementing value-oriented investment strategies with a proven track record of delivering long-term compounding and risk-adjusted returns.Key responsibilities include:Investment Strategy & Portfolio Management: Develop and manage...

  • Senior Financial Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Financial Leadership OpportunityWe are seeking an experienced finance professional to lead our financial affairs and drive business growth.Key Responsibilities:Monitor, track, and report the performance of our investment portfolio across various asset classes.Ensure accurate accounting, book-keeping, and timely reporting across all entities.Oversee cash...

  • Investment Portfolio Specialist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 90,00,000

    Investment Analyst PositionWe are seeking an Investment Analyst to join our team. As an Investment Analyst, you will be responsible for working on cutting-edge projects involving investment advisory, portfolio management, and risk profiling.Main Responsibilities:Investment Advisory & Client Engagement:Analyze and present market data insights for portfolio...

  • Tax Manager

    3 weeks ago

    Mumbai, Maharashtra, India SAX Full time

    We're Hiring | Manager | US Taxation | MumbaiAre you a US Tax professional with deep expertise in Individual, Trusts, and Estate taxation? Ready to take the next step in your leadership journey with a global firm?Join Sax India LLP — the India arm of a fast-growing, multi-disciplinary US-based accounting, tax, and advisory firm with offices in Mumbai, New...

  • Financial Portfolio Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    A seasoned financial professional is sought after to manage the investment portfolio. Responsibilities include monitoring performance, ensuring accurate accounting and book-keeping, overseeing cash flow, and optimizing liquidity.Key ResponsibilitiesMonitor and report on investment portfolio performance.Ensure accurate accounting and book-keeping...

  • Tax Manager

    3 weeks ago

    Mumbai, Maharashtra, India SAX Full time

    We're Hiring | Manager | US Taxation | Mumbai Are you a US Tax professional with deep expertise in Individual, Trusts, and Estate taxation? Ready to take the next step in your leadership journey with a global firm? Join Sax India LLP — the India arm of a fast-growing, multi-disciplinary US-based accounting, tax, and advisory firm with offices in Mumbai,...

  • Tax Manager

    3 weeks ago

    Mumbai, Maharashtra, India SAX Full time

    We're Hiring | Manager | US Taxation | MumbaiAre you a US Tax professional with deep expertise in Individual, Trusts, and Estate taxation? Ready to take the next step in your leadership journey with a global firm?Join Sax India LLP — the India arm of a fast-growing, multi-disciplinary US-based accounting, tax, and advisory firm with offices in Mumbai, New...

  • Associate - Investment Portfolio Construction

    3 weeks ago

    Mumbai, Maharashtra, India JP Morgan Chase & Co. Full time

    Job DescriptionWe are seeking a highly skilled and experienced Investment Portfolio Construction and Consulting Specialist to join our team. As an Investment Portfolio Construction and Consulting Specialist, you will play a critical role in assisting our clients in developing and managing their investment portfolios. Your expertise will be essential in...

  • Associate - Investment Portfolio Construction

    3 weeks ago

    Mumbai, Maharashtra, India JP Morgan Chase Full time

    : We are seeking a highly skilled and experienced Investment Portfolio Construction and Consulting Specialist to join our team. As an Investment Portfolio Construction and Consulting Specialist, you will play a critical role in assisting our clients in developing and managing their investment portfolios. Your expertise will be essential in developing...

  • US Tax Associate

    2 days ago

    Mumbai, Maharashtra, India Smart Lion Private Limited Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    Job Title: Team Lead – US Individual TaxLocation: Noida | Mumbai | HyderabadShift: 03:30 PM – 12:30 AM IST (Summers) | 04:30 PM – 01:30 AM IST (Winters)Employment Type: Full-timeJob SummaryWe are seeking a Team Lead – US Individual Tax to manage US tax accounting for individual and multi-state clients. This role involves leading a team, reviewing...