Tax Associate

●     Individual Taxation: Handle the preparation and filing of individual tax returns, ensuring accuracy and compliance with tax laws.

●     Client Communication: Build and maintain strong relationships with clients, addressing their tax-related inquiries and providing expert advice in a clear and concise manner.

●     Tax Planning: Identify tax-saving opportunities for clients and make recommendations to minimize their tax liability.

●     Research: Stay updated on changes in tax laws, regulations, and industry trends to ensure clients' compliance and maximize tax efficiency.

●     Documentation: Maintain detailed records and documentation related to client tax matters.

Team Collaboration: Collaborate with colleagues to ensure seamless client service and share knowledge and best practices. Generate leads ensuring that clients become a potential lead for the Wealth Management Team

Requirements

●     Bachelor's or Master's degree in Accounting, Finance, or a related field.

●     2-4 years of relevant experience in individual taxation.

●     Strong understanding of tax laws, regulations, and compliance requirements.

●     Excellent communication and interpersonal skills to interact with clients effectively.

●     Proficiency in tax software and tools.

●     Detail-oriented with strong analytical and problem-solving skills.

●     Ability to work independently and as part of a team.

●     Professional certifications - CA Inter passed preferred (e.g., CPA or Enrolled Agent) are a plus.