Manager - PCS (Private Client Services) Direct Tax

Job description

Manager Private Client Services Qualification • Chartered Accountant (CA) Experience • 4-5 years of relevant post-qualification experience in direct tax, preferably with a Big4 or reputed mid-size CA / tax advisory firm • Experience managing engagements relating to Individuals, HUFs, Partnership Firms, and LLPs Key Responsibilities 1. Direct Tax Compliance & Advisory • Manage and deliver end-to-end direct tax compliance for a portfolio of PCS clients, including: • Individuals (HNIs / professionals / promoters) • HUFs • Partnership Firms and LLPs • Review and oversee preparation and filing of: • Income-tax returns • TDS/TCS returns and related compliances • Lead advance tax computations, tax provisioning, and periodic tax reviews • Provide technical tax advisory on: • Capital gains (equity, mutual funds, ESOPs, property, unlisted investments) • Investment income and tax-efficient structuring • Residential status and taxability of income (including basic exposure to foreign income) • Analyze and interpret: • Stock market and investment portfolio statements • Corporate actions and their tax implications • Strong working knowledge of: • Form 26AS, AIS, and TIS • Reconciliations, mismatch analysis, and risk identification • Handle: • Online rectifications, responses to notices/communications • Assessment and representation support in coordination with senior 2. Accounting & Financial Reporting Support • Review and supervise: • Maintenance of books of accounts • Month-end and year-end closures • Preparation and review of: • Balance Sheet • Profit & Loss Account • Working knowledge of accounting and compliance requirements for firms and LLPs • Hands-on experience with: • Tally / QuickBooks / Zoho • Bank reconciliations and supporting schedules 3. Technology & Tools • Advanced proficiency in MS Excel (tax computations, reconciliations, analytical reviews) and PowerPoint presentation skills • Strong working knowledge of Outlook and professional email communication • Exposure to tax return / compliance software and workflow tools preferred • Interest or experience in tax technology, process automation, and digitization initiatives is an added advantage 4. Engagement Management, Communication & Presentation • Act as a key point of contact for clients on routine tax and advisory matters • Prepare and deliver client-ready presentations, summaries, and dashboards on: • Tax positions, planning recommendations, and key risk areas • Advance tax workings, effective tax rates, and advisory outcomes • Ability to present complex tax concepts clearly and concisely to clients and internal stakeholders • Participate in: • Client meetings • Internal reviews and partner discussions • Manage engagement timelines, quality, and deliverables across multiple clients • Identify advisory opportunities • Review work of junior team members and provide structured feedback and coaching Soft Skills & Professional Attributes • Excellent written, verbal, and presentation skills in English • Strong client service orientation with attention to detail and quality • Confident in stakeholder communication and structured presentations • Demonstrates ownership, accountability, and problem-solving mindset • Collaborative team player with developing people management and leadership skills • Willingness to continuously learn and stay updated with tax developments