Chartered Accountant

JD - B.D. Jokhakar & Co
Position / Title : Tax Executive
Qualification : Bcom, Chartered Accountant
Responsible for :
Return of Incomes, Representations to Tax Authorities, Remittance
certificates and Tax Administration
Execution
Planning, Allotting Work
Supervision, Monitoring, Review and Sign off
Direction, Supervision, trouble shooting of Juniors and Assignments
Planning Tax Seasons
Preparation of Bank Summary/Financials

Preparation, Obtaining Approval & Filing of Computations & ITR
Rectification with ITD and Follow up/ Follow through
Responding to Notices & coordinating with client
Preparation & Submission of Remittance Certificates
On the job training to Tax Team to make them grow + arrange
inhouse trainings, motivation
Value add to clients work - Tax saving, mitigation of risk
Quality Maintenance - As per firm policies and Standards + Law
Preparation of EL for every assignment / activity
Billing of Work as per EL

Assisting in Advisory work

Registration of DSC on IT Website
Tax Audit, Trust, TP Audit Forms - Prepare, Finalise, File
Checking PT Returns
Checking TDS returns
Approval of TDS calculation
Certification - Anti profiteering,MSMED, Net Worth, Profit,ECB
Review of Accounts

Technical Development
Remaining up to date with the changes in Tax Laws
Remaing up to date with E Filing Portal
Attend seminars and events in consultation with partners
Reading - Journals and Personal Development Material
Assisting partners in write ups/publications
Client Service and Administrative
Editing and Updating Checklists / File Formats / Flaps / Softwares
Preparing updates to be sent to clients of changes - Partner
approval
Client Satisfaction Survey
Client Relationship - Point of Contact
Discipline of team and feedback on their work
Engagement Performance Review

Taking Back up of tax softwares
Approving OPE
KPI
Quality of Deliverables
Timely delivery of work
Communication and Delivery with Clients
Implementing Firm Quality Standards & Procedures in letter and
spirit
Monitoring Progress,Review and Reporting Work, Escalation
Motivating and Managing team
Give Advance notice / heads up and time to client to respond to
request
Turnaround time and Response time

Competencies
Prioratisation, Multitasking
Above Average knowledge of Income Tax Act, 1961, Rules and
Procedures
Above Average knowledge of TaxBase,CAOffice, WINMANN +
Average knowledge of Excel, Word, Typing and use of tally
Detailing, Evaluating documents and contextualise it with Outcome
/ Deliverable
Art of Escalation/Communicating with clients and partners
Reporting to