Financial Services Manager

Job Description & Summary

A career within Financial Services services, will provide you with the opportunity to help our clients leverage Financial Services to enhance their customer experiences

*Job Position Title: Director– Financial Services _ Financial Services  

*Responsibilities: 

The tasks, roles and responsibilities pertaining to the job role of a Senior Manager will include the following: 

Ability to analyse and discuss complex technical issues, gather relevant information from the client and offer solutions. 

Independently finalising withholding tax computations, filing of individual tax returns, writing advisory memos for clients, provide on call advice, respond to technical queries, etc. 

Independently handle tax assessments and represent before tax officials 

Preparing and reviewing reports, memos, presentations 

Ensuring update mails on recent amendments are sent to the relevant clients 

End to end execution of client deliverables ensuring quality and timeliness 

Developing good rapport with client management teams 

Manage and service allocated client accounts which will include participation in client meetings, attending to calls from clients, etc. 

Expand opportunities within existing clients, identify and act on referrals in relation to the service line 

Assist partners/ directors in business promotion initiatives viz research on specific sectors/ industries, preparing presentation, etc. 

Take lead on interaction with the Revenue and regulatory authorities 

Responsible for the complete execution of the assigned engagements 

Manage own time and time of resources effectively to ensure multiple client assignments can be efficiently delivered 

Effective implementation and review of work programmes.. 

Coordinating with Director/Partner on the planning and management of assignments 

Overseeing the work of junior members of the team 

Coaching/ developing junior members 

 

 

*Mandatory skill sets 

Working in this discipline will see  Senior Manager working on engagements and teams (the sizes of which will vary depending on client/project). 

To qualify for the same Manager will need: 

• To be a Qualified Chartered Accountant with relevant experience/ Degree in law from a recognised University with relevant experience, Company secretary, CFA 

• Other prerequisite skills include: 

• Demonstrating innovative and critical thinking in managing projects 

• Excellent written and verbal communication skills 

• Strong analytical and numerical skills 

• Well-rounded commercial and economic awareness and understanding of the financial markets 

• Good interpersonal and networking skills 

• Passion for client servicing  

• Number crunching ability 

• Excellent eye for detail 

• Efficiency in MS office, presentation skills and report writing skills 

• Motivated, creative and decisive in approach to problem solving 

• Ownership and responsibility of clients/tasks delegated 

• Assist Director in taking lead during discussions with clients, authorities in India and overseas 

• Good working knowledge of Tax and regulatory laws relating to income-tax, companies act, SEBI rules and regulations, FEMA, banking, insurance, other SEBI regulations, service tax regulations etc 

• Good working knowledge of Transfer Pricing is expected 

• Knowledge of the current GST developments and impact of the same on the industry 

 

 

*Preferred skill sets 

Direct tax

*Educational Qualification 

Chartered Accountant