Tax Associate

The Financialist; India; On-site; INR 500,000 - 800,000; Full time

Job summary

The Financialist, backed by Zerodha, seeks a Tax Associate in India to manage end-to-end income tax compliance for clients. You will work with our advisory team, focusing on accurate filings and proactive tax planning in a fast-paced startup environment.

Ideal candidates have 2–7 years of experience, with strong knowledge of direct taxation, ITR software proficiency, and an ownership mindset to drive execution and client outcomes.

Qualifications

• Strong understanding of direct taxation and income tax provisions.
• Attention to detail and accuracy in compliance work.
• Proficiency with ITR filing softwares.

Responsibilities

• Prepare and file Income Tax Returns (ITR-1 to ITR-4) including revised, updated, and rectification returns.
• Review client financial data, compute tax liability, and ensure accurate filings.
• Draft and file responses to income tax notices and assist in assessments/proceedings.
• Compute advance tax and support clients in tax planning decisions.
• Manage TDS/TCS related computations, filings, challans, documentation and compliance execution.
• Coordinate with clients for document collection and tax-related queries.
• Support holistic tax planning with the advisory team.
• Contribute to internal process improvements and knowledge sharing.

Skills

Direct taxation

Tax compliance

ITR filing

Attention to detail

Ownership mindset

Education

B.Com / M.Com / CA Inter / CA Finalist

Tools

ITR filing software

Job description

The Financialist is strategically backed by Zerodha. We are building India’s best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.

Role Description:

As a Tax Associate, you’ll work closely with our advisory team to manage end-to-end income tax compliance for clients. We’re looking for someone who is detail-oriented, proactive, and willing to take ownership in driving execution.

Experience:

Ideal for candidates with 2-7 Years of experience

Prepare and file Income Tax Returns (ITR-1 to ITR-4) including revised, updated, and rectification returns.

Review client financial data, compute tax liability, and ensure accurate filings.

Draft and file responses to income tax notices and assist in assessments/proceedings.

Compute advance tax and support clients in tax planning decisions, including old vs new regime selection.

Manage TDS/TCS related computations, filings, challans, documentation and overall compliance execution.

Coordinate with clients for document collection, follow-ups, and tax-related queries.

Work closely with the advisory team to support holistic tax planning for clients.

Contribute to internal process improvements, documentation, and knowledge-sharing initiatives.

Qualifications & Requirements:

B.Com / M.Com / CA Inter / CA Finalist

Required Skills & Qualifications:

Strong understanding of direct taxation and income tax provisions with respect to salaried individuals.

Strong attention to detail and accuracy in compliance work.

Proficiency with ITR filing softwares.

Ownership mindset, someone who follows through and gets things done.

Comfortable working in a fast-paced, high-learning startup environment.

Work Experience:

Filed Income Tax Returns (ITRs) for salaried individuals and HNIs.

Worked with various ITR filing software applications.

Independently prepared and filed schedules related to Foreign Assets (FA), Capital Gains, and Business & Profession income.

Tax Associate