Finance & Taxation Associate

Swabhav Techlabs Solutions; Mumbai City; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Swabhav Techlabs Solutions seeks a dependable Finance & Taxation Associate to manage accounting, taxation, and statutory compliance across multiple entities within a ~₹500 crore ecosystem. You will own financial records, ensure tax compliance, and coordinate with CAs, auditors, and internal teams.

The role requires meticulous documentation, confidentiality, and proactive problem‑solving to maintain accurate financial information and timely filings across entities.

Qualifications

• Bachelor’s degree in Commerce, Accounting, or Finance is mandatory.
• 3-5 years of relevant experience in finance, accounting, taxation, or statutory compliance.
• Practical knowledge of Income Tax, GST, TDS, and related statutory filings.
• Experience in bookkeeping, ledger scrutiny, bank reconciliation, and financial documentation.
• Working knowledge of accounting software such as Tally Prime, ERP systems, or equivalent platforms.
• Proficiency in MS Excel, financial trackers, reconciliations, and reporting.
• Experience coordinating with CAs, auditors, consultants, and other external stakeholders.
• Strong organizational skills with ability to manage multiple entities and deadlines.

Responsibilities

• Taxation & statutory compliance across multiple entities, including returns and audits.
• End-to-end accounting and bookkeeping for multiple entities and entities types.
• Coordinate with CAs, lawyers, bankers, and vendors for financial matters and renewals.
• Develop structured financial trackers, calendars, and reporting formats.
• Maintain audit-ready documentation and continuity of financial information across entities.

Skills

Taxation & compliance

GST

Income Tax

TDS

Accounting coordination

ERP systems

Tally Prime

MS Excel

Financial reporting

Multi-entity bookkeeping

Audit coordination

Education

B.Com / Bachelors in Commerce

CA Inter / CMA Inter

CS Executive or related qualification

Tools

Tally Prime

ERP systems

Job description

We are looking for a dependable and detail‑oriented Finance & Taxation Associate to manage accounting, taxation, statutory compliance, and financial coordination across multiple entities with an aggregate financial ecosystem of approximately 500 crore.

The role requires strong ownership of financial records, tax compliance, documentation, and stakeholder coordination. The ideal candidate will be organized, proactive, trustworthy, and capable of managing complex financial matters with minimal supervision while ensuring accuracy, timely compliance, and continuity of financial information.

Key Responsibilities

1. Taxation & Statutory Compliance

• Manage Income Tax, GST, TDS, and related statutory compliance across multiple entities.
• Coordinate tax returns, GST returns, TDS returns, tax audits, assessments, and related documentation.
• Maintain a compliance calendar to ensure all statutory filings and payments are completed within prescribed deadlines.
• Coordinate with Chartered Accountants, tax consultants, and other professionals for assessments, reconciliations, notices, and compliance matters.
• Maintain accurate tax records, supporting documents, reconciliations, and audit trails.
• Monitor changes in applicable tax regulations and coordinate implementation of relevant requirements.

2. Multi-Entity Accounting & Financial Management

• Handle end-to-end accounting and bookkeeping across companies, partnerships, HUFs, charitable funds, and property-related entities.
• Maintain accurate books of accounts, ledgers, journals, bank reconciliations, and financial records.
• Support periodic financial closing, reconciliations, and preparation of financial statements.
• Ensure consistency, completeness, and easy accessibility of financial information across entities.
• Maintain audit-ready documentation and historical financial records.

3. Stakeholder & Administrative Coordination

• Act as the primary coordination point for finance-related matters across entities.
• Liaise with CAs, Company Secretaries, legal advisors, portfolio managers, fund advisors, banks, vendors, and internal administrative teams.
• Coordinate documentation and administrative requirements related to contracts, insurance, vendor management, and renewals.
• Track pending matters, follow up with stakeholders, and ensure timely closure of deliverables.
• Handle sensitive financial information with confidentiality and professionalism.

4. Financial Documentation & Process Improvement

• Develop and maintain structured financial trackers, compliance calendars, workflows, and reporting formats.
• Standardize documentation and record-keeping practices across multiple entities.
• Identify gaps in existing processes and implement improvements to increase accuracy and efficiency.
• Use accounting software, spreadsheets, digital tools, and AI-enabled solutions to streamline repetitive tasks and reporting.
• Ensure financial history, supporting documents, and process knowledge are properly documented for long‑term continuity.

5. Investment & Portfolio Coordination

• Coordinate with portfolio managers, investment advisors, and fund managers for financial information and documentation.
• Maintain records relating to investments, transactions, statements, and supporting documents.
• Assist with financial data compilation, reconciliations, and reporting required for investment-related decisions.
• Coordinate tax documentation and compliance requirements associated with investments, wherever applicable.

Required Qualifications & Skills

• B.Com or a bachelor's degree in Commerce, Accounting, or Finance is mandatory.
• 3-5 years of relevant experience in finance, accounting, taxation, or statutory compliance.
• Practical knowledge of Income Tax, GST, TDS, and related statutory filings.
• Experience in bookkeeping, ledger scrutiny, bank reconciliation, and financial documentation.
• Working knowledge of accounting software such as Tally Prime, ERP systems, or equivalent platforms.
• Proficiency in MS Excel, financial trackers, reconciliations, and reporting.
• Experience coordinating with CAs, auditors, consultants, and other external stakeholders.
• Strong organizational skills and the ability to manage multiple entities and deadlines simultaneously.
• High standards of confidentiality, accuracy, accountability, and professional integrity.

Preferred Qualifications

• CA Inter, CMA Inter, CS Executive, or other relevant professional qualifications (completed or pursuing).
• Additional certifications or courses in GST, taxation, accounting, or financial management.
• Experience managing accounting and compliance across multiple legal entities.
• Familiarity with digital workflow tools and AI-based productivity solutions.