Manager – Direct Tax – BFSI – CA/LLB Firstlist Technology Solutions Private Limited

The Corporate Institute; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a qualified Chartered Accountant with 5–6 years of post-qualification experience in direct tax to join our advisory and compliance practice. You will lead a mid-sized team and handle complex tax matters for corporate clients, both Indian and foreign, ensuring accuracy and timely delivery.

You will also contribute to business development and client relationship management, while maintaining high standards of billing and MIS reporting.

Qualifications

• Qualified Chartered Accountant with 5–6 years of post-qualification experience in Direct Tax.
• Strong writing and oral communication skills.
• Knowledge of MS Office, Tally and Winman.
• Ability to read and interpret tax treaties.
• Experience in handling litigation matters.

Responsibilities

• Oversee compliance and advisory work for corporate clients, including income tax returns, TDS, and quarterly returns.
• Manage a team of 7–8 professionals, provide coaching and training.
• Develop proposals and participate in client meetings to grow business.
• Ensure timely billing, collections, and monthly MIS reporting.

Skills

Communication skills

Direct Tax knowledge

Team leadership

Client relationship management

Education

CA

LLB

Tools

MS Office

Tally

Winman

Job description

Qualification : CA / LLB

Key Result Areas:

1. Operational Compliance & Advisory:

• Preparation, review and filing of income tax returns for corporate clients both Indian as well as foreign.
• Preparation (on exceptional basis) and review of monthly TDS working and quarterly TDS returns, quarterly advance tax working, SFT return, etc.
• Handling of dividend assignment from end-to-end.
• Providing advisory on withholding tax implications and applicable tax rates on various foreign remittances (Form 15CB issuance).
• Providing international tax advisory on matters like POEM (Place of Effective Management), PE (Permanent Establishment) risk exposure, etc.
• Handling corporate tax litigation including preparation of appeals, preparation of detailed submissions, research on legal issues up to the Tribunal level, etc.
• Handling departmental interactions including Filing rectification and refund applications, Order-giving effects, Stay applications, etc.
• Assisting partner in achieving their revenue target.

2. Team Management:

• Training and grooming of team members for effective ground-level execution.
• Speaker at internal training sessions.
• Preparation of tax alerts on key direct tax updates and amendments.

3. Business Development & Client Relationship Management:

• Preparation of proposals / presentations for prospective clients.
• Participating in meetings with key clients.
• Building client relationship and becoming single point of contact for the client.

4. Practice Management:

• Ensuring timely billing of the clients on monthly basis.
• Ensuring collections and follow-ups with clients for outstanding dues.
• Assistance in preparation of Monthly MIS reports.

Required Competencies, Skills, and Experience:

• Qualified Chartered Accountant with 5 – 6 years of post-qualification experience in Direct Tax.
• Good writing and oral communication skills.
• Knowledge of basic IT applications like MS Office, Tally, Winman, etc.
• Ability to read and interpret various tax treaties.
• Experience in handling litigation matters.
• Handling a team size of 7 – 8 team members.
• Experience in handling international tax advisory matters like POEM, PE risk exposure, etc.

Hiring Process:

Your interaction with us will include, but not be limited to:

• Technical / HR Interviews.
• Assessment.