Manager- Direct Tax (Private Client Services)- Mumbai

About the Company

BDO is a global network of professional services firms with a presence in over 166 countries, revenue of over USD 14 billion, and experience of over 60 years. Its a leading service provider for the mid-markets with client service at its heart.

BDO India Services Private Limited (or BDO India) is the India member firm of BDO International. BDO India offers strategic, operational, accounting and tax, and regulatory advisory & assistance for both domestic and international organizations across a range of industries. BDO India is led by more than 300+ Partners & Directors with a team of over 10,000 professionals operating across 14 cities and 20 offices. We expect to grow sizably in the coming 3-5 years, adding various dimensions to our business and multiplying and increasing the current team size multi-fold.

Experience:

• 4-5 years of relevant post-qualification experience in direct tax, preferably with a Big4 or reputed mid-size CA / tax advisory firm
• Experience managing engagements relating to Individuals, HUFs, Partnership Firms, and LLPs

Key Responsibilities

1. Direct Tax Compliance & Advisory

• Manage and deliver end-to-end direct tax compliance for a portfolio of PCS clients, including:

• Individuals (HNIs / professionals/promoters)

• HUFs

• Partnership Firms and LLPs

• Review and oversee preparation and filing of:

• Income-tax returns

• TDS/TCS returns and related compliances

• Lead advance tax computations, tax provisioning, and periodic tax reviews

• Provide technical tax advisory on:

• Capital gains (equity, mutual funds, ESOPs, property, unlisted investments)

• Investment income and tax-efficient structuring

• Residential status and taxability of income (including basic exposure to foreign income)

• Analyze and interpret:

• Stock market and investment portfolio statements

• Corporate actions and their tax implications

• Strong working knowledge of:

• Form 26AS, AIS, and TIS

• Reconciliations, mismatch analysis, and risk identification

• Handle:

• Online rectifications, responses to notices/communications

• Assessment and representation support in coordination with senior

2. Accounting & Financial Reporting Support

• Review and supervise:

• Maintenance of books of accounts

• Month-end and year-end closures

• Preparation and review of:

• Balance Sheet

• Profit & Loss Account

• Working knowledge of accounting and compliance requirements for firms and LLPs

• Hands-on experience with:

• Tally / QuickBooks / Zoho

• Bank reconciliations and supporting schedules

3. Technology & Tools

• Advanced proficiency in MS Excel (tax computations, reconciliations, analytical reviews) and PowerPoint presentation skills
• Strong working knowledge of Outlook and professional email communication
• Exposure to tax return / compliance software and workflow tools preferred
• Interest or experience in tax technology, process automation, and digitization initiatives is an added advantage

4. Engagement Management, Communication & Presentation

• Act as a key point of contact for clients on routine tax and advisory matters

• Prepare and deliver client-ready presentations, summaries, and dashboards on:

• Tax positions, planning recommendations, and key risk areas

• Advance tax workings, effective tax rates, and advisory outcomes

• Ability to present complex tax concepts clearly and concisely to clients and internal stakeholders

• Participate in:

• Client meetings

• Internal reviews and partner discussions

• Manage engagement timelines, quality, and deliverables across multiple clients

• Identify advisory opportunities

• Review work of junior team members and provide structured feedback and coaching