Sr. Manager-Transaction Advisory

HRhelpdesk; Mumbai; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

HRhelpdesk is seeking a Senior Associate/Manager to lead transaction advisory engagements from a tax and regulatory perspective in Mumbai. You will guide Associates and drive strategic insights for clients, while coordinating with external advisors to ensure timely delivery of high-quality work products.

The role requires CA with 4-6 years of experience, strong tax/regulatory expertise related to M&A, and leadership skills to manage client expectations and team collaboration.

Qualifications

• CA with 4-6 years of experience in transaction advisory.
• Strong technical expertise in income tax laws and regulatory frameworks related to M&A and transactions.
• Analytical thinker with strategic, solution oriented mindset and keen eye for detail.
• Leadership and communication skills to manage client expectations and team coordination.
• Self-motivated, proactive and adaptable to a dynamic work environment.
• Proficiency in MS Office to prepare structured presentations and reports.

Responsibilities

• Lead and manage transaction advisory engagements from a tax and regulatory standpoint.
• Oversee structuring discussions and tax models for accuracy and regulatory compliance.
• Analyze term sheets and definitive agreements from a tax/regulatory perspective.
• Conduct in-depth research on direct tax implications and provide actionable recommendations.
• Review and finalize deliverables to meet client expectations and firm standards.
• Coordinate with external advisors, including legal counsel and bankers, for seamless engagement.
• Mentor Associates/interns and ensure knowledge transfer.
• Take ownership of client deliverables and manage deadlines.

Skills

Income tax laws

Regulatory frameworks

Leadership & communication

MS Office

Education

CA (Chartered Accountant)

Tools

Microsoft Office

Job description

The Organization is a boutique advisory firm specializing in strategic tax and regulatory services.

Role:

The role of a Senior Associate / Manager will be to lead and manage transaction advisoryengagements from a tax and regulatory standpoint. This includes overseeing structuring discussions,managing client relationships, providing technical expertise, and ensuring the timely delivery of highquality work products. The candidate will play a key role in guiding Associates, and driving strategicinsights for clients.

Key Responsibilities

• Leading brainstorming sessions on structuring transactions and providing strategic tax and regulatory insights.
• Overseeing and reviewing tax models, ensuring accuracy and compliance with applicable laws.
• Analyzing term sheets and definitive agreements (such as share purchase agreements andshareholder agreements) from a tax and regulatory perspective.
• Conducting in-depth research on direct tax implications related to transactions and providing clear,actionable recommendations.
• Reviewing and finalizing deliverables, ensuring they meet client expectations and firm standards.
• Managing communication and coordination with external advisors, including legal counsel, bankers,valuers, and counterparty advisors.
• Mentoring and guiding Associates/ interns, ensuring knowledge transfer and professionaldevelopment.
• Taking ownership of client deliverables, managing deadlines, and proactively addressing anychallenges that arise during engagements.

Requirements

Qualification & Experience

• A qualified Chartered Accountant with 4-6 Years of relevant experience in transaction advisory.
• A candidate with strong technical expertise in income tax laws and regulatory frameworks related toM&A and transactions.
• An analytical thinker with a strategic and solution oriented mindset, a keen eye for detail
• A professional with strong leadership and communication skills, capable of managing clientexpectations and team coordination.
• A self-motivated individual who is proactive, team-oriented, and adaptable to a dynamic workenvironment.
• A candidate with proficiency in Microsoft Office tools (PowerPoint, Excel, Word) and the ability toprepare structured presentations and reports.