Tax Consultant - 1 to 5 years experience in Tax Planning (Mutual Fund /Wealth/ FinTech/CA Firm/

Tax Consultant

Job Summary :

We are seeking a highly skilled and motivated Chartered Accountant to join our Wealth Management team. As a Tax consultant, you will be responsible for developing and implementing comprehensive tax planning strategies for High Net Worth Individual (HNI) clients, both domestic and international. Your expertise in taxation, wealth transfer tax strategies, and financial planning will play a vital role in optimizing our clients' financial portfolios.

Roles & Responsibilities :

Tax Planning & Advisory: Develop and implement comprehensive tax planning strategies for High-Net-Worth Individuals (HNI), covering both domestic and international aspects. Conduct in-depth analysis to identify tax-saving opportunities and optimize overall tax efficiency.

Training & Stakeholder Communication: Conduct webinars and training sessions for Relationship Managers to enhance their understanding of tax planning strategies and wealth management concepts. Communicate complex tax matters in a clear and effective manner.

Candidate Desirability :

• Qualified Chartered Accountant (CA) with 1–5 years of relevant experience
• Proven expertise in handling taxation for HNI clients
• Strong analytical skills with high attention to detail
• Excellent communication and presentation skills, with the ability to simplify complex tax concepts Ability to work independently as well as collaboratively within a team
• Familiarity with tax automation tools/systems and an interest in innovation within the finance space
• If you are passionate about optimizing tax strategies and enjoy working with HNI clients, we’d love to hear from you.

Job Location :

Mumbai - Nariman Point

Interested candidates can send resume on