Manager - PCS (Private Client Services) Direct Tax

BDO India; Mumbai; Hybrid; INR 900,000 - 1,300,000; Full time

Job summary

BDO India is seeking a Manager Private Client Services to lead direct tax compliance and advisory for a diverse client portfolio, including individuals, HUFs, partnerships, and LLPs. You will oversee returns, provide technical guidance on capital gains, and manage tax workflows with senior support.

Strong communication and presentation skills are essential for client meetings and dashboards. The role requires 4-5 years post-qualification experience and CA qualification, with hands-on work in tax

Qualifications

• CA with post-qualification experience in direct tax and advisory work.
• Experience handling returns, tax provisioning, and notices.
• Exposure to individuals, HUFs, partnership firms and LLPs.

Responsibilities

• Direct tax compliance and advisory for PCS clients including individuals, HNIs, HUFs, partnerships and LLPs.
• Review and file income-tax returns, TDS/TCS returns, and related compliances.
• Lead advance tax computations, tax provisioning, and periodic reviews.
• Prepare client-ready presentations on tax positions, planning, and risk areas.
• Engagement management, client meetings, and supervision of juniors.

Skills

Direct Tax

Tax Advisory

Engagement Management

Excel

PowerPoint

Outlook

Education

Chartered Accountant (CA)

Tools

Tally

QuickBooks

Zoho

Tax software

Workflow tools

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