Job Description

We are looking for an ideal candidate for a tax consultancy firm. This job is only for those candidates who are currently working in any CA/ tax consulting firm & have experience of at least 3 years working in a CA firm. please do not apply if you don't fulfil this requirement.

Role Task

1. Client Onboarding

Explain our services, basic rules, and clear initial questions before bringing a client on board. Collect KYC documents, registration details, and financial information from new clients. Create client profiles in our accounting and compliance systems. Clearly share scope of work, timelines, and deliverables with clients.

2. Client Coordination & Data Collection

Stay in touch with clients to collect data on time (e.g., invoices, vouchers, bank statements, payroll, and other records). Write professional emails to confirm discussions and request data.

3. Data Entry & Filings (GST, TDS, PF/ESI, Advance Tax)

Record all accounting entries correctly and on time. File GST, TDS, PF/ESI, and Advance Tax returns before deadlines. Track compliance status and keep clients updated. Reconcile accounts and ensure tax credits/deductions are correct. Prepare reports (MIS), suggest ways to save tax, and guide clients on better tax planning.

4. Client Advisory

Advise clients on tax, compliance, and financial planning. Answer client questions on taxation and finance quickly. Share updates on tax laws and opportunities for planning.

5. Final Accounts & Annual Compliances

Prepare financial statements (P&L, Balance Sheet, Cash Flow) as per standards. Finalize accounts for audits. File Tax Audit Reports as required by law. Handle annual ROC filings (DIR-3 KYC, DPT-3, AOC-4, MGT-7/7A, etc.). Ensure all returns and reports are filed correctly and on time. Keep proper documentation for audits and inspections.

6. Client Invoicing & Revenue Tracking

Raise invoices after work completion or milestones. Track invoices, collections, and pending payments. Follow up with clients politely for payments. Maintain revenue records and reconcile with accounts team.

7. Team Handling

Supervise junior accountants and check their work for accuracy. Assign tasks, monitor progress, and ensure deadlines are met. Train team members to improve knowledge and compliance skills. Work with senior management to align team goals with firm objectives.

Competencies required for the role

1. Skills

Fluency in English (written & spoken) Professional email and client communication skills Rapport building & relationship management Meeting & telephone etiquette Strong organizational and documentation skills Negotiation & persuasion skills Data entry accuracy and attention to detail Problem-solving and analytical thinking

2. Knowledge

Basics of Accounting & Bookkeeping Direct & Indirect Taxes (GST, TDS, Advance Tax, PF/ESI) ROC compliances & Company Law requirements Financial reporting standards (P&L, Balance Sheet, Cash Flow) Audit process and documentation Tax optimization & planning strategies Microsoft Excel, Word & PowerPoint Accounting and compliance software tools (Tally/Zoho/Compu tax etc.) MIS reporting & financial analysis

3. Traits

Honest and reliable Team player with leadership potential Proactive problem solver Detail-oriented and thorough Persistent and deadline-driven Open to learning and adaptable Confident yet empathetic communicator

4. Motives

Strong drive for personal and professional growth Commitment to continuous learning Desire to build long-term client relationships Belief in a win-win philosophy with clients and team Motivation to deliver value through compliance and tax efficiency
Job Type: Full-time

Pay: ₹20,000.00 - ₹35,000.00 per month

Application Question(s):

Are you CA Inter qualiified? * Have you worked with a CA firm with 3+ years?