<div>Tax Advisory and Planning for Individuals, Families and corporate &bull; Client Advisory: Advise corporates (PVT LTD, LLP, Section 8), individuals, families, trusts, domestic clients, and NRIs on efficient tax strategies to optimize their tax liabilities and ensure compliance with tax laws. &bull; Cross-border Taxation: Provide advice on LRS (Liberalized Remittance Scheme), ODI (Overseas Direct Investment), and OPI (Overseas Portfolio Investment) for both India Inbound and India Outbound transactions. &bull; Wealth Transfer and Tax Planning: Advise clients on tax-efficient strategies for wealth transfer, including charitable giving, inheritance tax planning, and asset protection. Provide insights on the tax impacts of transferring or gifting company shares. &bull; M&amp;A and Restructuring: Advise on tax implications related to Mergers &amp; Acquisitions (M&amp;A), restructuring, Pre and Post IPO listing, and other company tax matters essential for business operations. &bull; Documentation and Compliance: Assist clients in preparing documentation related to tax filings and advise on the implications of remittances under LRS. Tax Compliance &bull; Tax Returns and Filings: Prepare and review complex tax returns for individuals, trusts, estates, and gifts, ensuring accuracy and compliance with tax laws. &bull; Regulatory Compliance: Ensure compliance with the Reserve Bank of India&rsquo;s regulations on foreign exchange remittances and other relevant financial regulations. &bull; Ongoing Legislative Updates: Stay informed about changes in tax legislation affecting both individual and corporate taxation and effectively communicate those changes to clients and internal teams. Corporate Tax Advisory &bull; Corporate Tax Matters: Offer guidance on corporate tax matters, focusing on tax planning and compliance for businesses of varying sizes. &bull; Strategic Planning: Collaborate with corporate clients, legal advisors, and financial teams to create tax-efficient strategies for business operations, M&amp;A transactions, and restructuring. &bull; Tax Optimization: Analyze corporate financial data to optimize tax outcomes and ensure ongoing compliance with tax regulations. &bull; Day-to-Day Business Tax: Advise on all tax-related matters that impact the day-to-day management and business operations of companies. Research and Analysis &bull; In-Depth Tax Research: Conduct thorough research on tax issues relevant to individuals, trusts, and corporates, and propose practical, effective solutions. &bull; Financial Analysis: Analyze client financial situations to recommend strategies that optimize tax outcomes, all while adhering to the legal frameworks and regulations. &bull; Client Relationship Management &bull; Client Advisory &amp; Relationships: Build and maintain strong, trusting relationships with clients. Address their tax concerns, answer queries, and offer timely, professional advice. &bull; Resolving Issues: Assist in resolving any tax-related controversies and audits for individuals, families, and business clients. Team Collaboration &bull; Internal Collaboration: Collaborate closely with internal teams, including legal advisors, investment managers, and administrative staff, to ensure seamless service delivery to clients. &bull; Knowledge Sharing: Actively share knowledge with both clients and internal stakeholders regarding tax-related changes and their potential impacts. &bull; Training Development: Support the development and delivery of training materials and presentations on tax-related topics for internal teams and clients.</div> <div>&nbsp;</div> <div>&nbsp;</div> <div>&nbsp;</div> <div>-------------</div> <div>&nbsp;</div> <div>The position holder shall be responsible for: &bull; Engage in multi asset class research using fundamental analysis, valuation models, and other metrics. &bull; Assisting in the composition and maintenance of model investment portfolios. &bull; Perform several common duties, such as conducting detailed client level portfolio analysis and preparing insightful reports. Included in the portfolio analysis is benchmarking the progress vis-&agrave;-vis the plan and the ongoing market opportunity and advise the impact on the portfolio due to suggested changes. Should be capable to work on large amounts of data and streamline them into standard formats. &bull; Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations. &bull; Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers. &bull; Support our senior relationship managers in day-to-day activities while managing our HNI clients and network. &bull; Should be in position to comfortably present the proposals to UHNIs and Family offices clients. &bull; Expected to prepare internal and external notes on products and markets. &bull; Good communication skills and regular tracking of markets and investment products. &bull; Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.</div>