Job description
● 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.