Tax Associate

The Financialist; Mumbai; On-site; INR 400,000 - 600,000; Full time

Job summary

The Financialist is seeking a detail-oriented Tax Associate to manage income tax compliance for clients. You will work closely with our advisory team to prepare and file various tax returns, review financial data, and compute tax liabilities.

The ideal candidate should possess a B.Com/M.Com or be a CA Inter/Finalist, with strong ITR filing knowledge. This role requires you to manage TDS/TCS computations and ensure timely and accurate compliance execution.

Qualifications

• Strong understanding of direct taxation and income tax provisions for salaried individuals.
• Proficiency with ITR filing software is required.
• Ability to work in a fast-paced environment.

Responsibilities

• Prepare and file Income Tax Returns and ensure accurate filings.
• Review client financial data and compute tax liabilities.
• Manage TDS/TCS related computations and overall compliance.

Skills

Direct taxation knowledge

Attention to detail

ITR filing proficiency

Ownership mindset

Fast-paced environment adaptability

Education

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

Job description

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.

• 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

Academic background: 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.