Manager - PCS (Private Client Services) Direct Tax

Manager Private Client Services

Qualification

• Chartered Accountant (CA)

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

Soft Skills & Professional Attributes

• Excellent written, verbal, and presentation skills in English
• Strong client service orientation with attention to detail and quality
• Confident in stakeholder communication and structured presentations
• Demonstrates ownership, accountability, and problem-solving mindset
• Collaborative team player with developing people management and leadership skills
• Willingness to continuously learn and stay updated with tax developments