Tax Manager - Banking/Financial Services

Role Overview:

We are looking for an experienced professional with strong hands-on expertise in Direct and Indirect Taxation and Tax Compliance, along with experience in people/team management, process quality, MIS and client interaction.

The ideal candidate should have a strong understanding of Direct Tax and Indirect Tax processes, TDS, Income Tax, GST, tax reconciliations and related statutory requirements, combined with the ability to manage a team and drive operational performance.

Taxation (Direct - Indirect) is the core functional requirement for this role.

People Management, MIS, Quality and Client Management are additional responsibilities.

Direct Taxation - Core Requirement:

- Strong knowledge of Direct Taxation, Income Tax and TDS.

- Handle/review TDS calculations, deductions, reconciliations and filings.

- Support Income Tax returns, tax statements and related documentation.

- Handle tax notices, queries, assessments and tax compliance issues.

- Support tax audits and tax authority-related requirements.

- Perform Direct Tax reconciliation and variance analysis.

- Maintain tax records, working papers and supporting documentation.

- Provide functional guidance on Direct Tax-related queries and issues.

Indirect Taxation - Core Requirement:

- Strong knowledge of Indirect Taxation, GST and related statutory compliance.

- Handle/review GST calculations, reconciliations and GST return filings.

- Experience with GSTR-1, GSTR-3B, GSTR-2B reconciliation and related GST activities.

- Handle GST notices, queries, audits and assessments, wherever applicable.

- Support GST compliance, tax reconciliation and variance analysis.

- Coordinate with internal/external stakeholders for GST-related queries and resolutions.

- Maintain GST records, workings and supporting documentation.

- Ensure timely completion of GST and other applicable indirect tax compliances.

People Management - Team Handling:

- Manage and mentor team members involved in taxation/process operations.

- Monitor productivity, quality, SLA/TAT and overall team performance.

- Allocate work and ensure timely completion of deliverables.

- Provide coaching and process guidance to team members.

- Handle team-level issues and support performance improvement.

MIS, Quality - Analytics:

- Prepare and review MIS reports, dashboards and management reports.

- Monitor process quality and identify gaps.

- Perform data reconciliation, validation and analysis using MS Excel.

- Analyse process metrics and provide insights to management/client stakeholders.

- Support process improvement initiatives.

Client Interaction - Issue Resolution:

- Handle client queries through calls, email and chat.

- Independently investigate and resolve taxation/process-related issues.

- Participate in client reviews, presentations and discussions.

- Coordinate with internal/external stakeholders for issue resolution.

Process Documentation:

- Prepare, review and maintain SOPs.

- Support preparation/review of FMEA and other process documentation.

- Identify process risks and gaps and support corrective/preventive actions.

Mandatory Skills:

- 8+ years of relevant experience.

- Strong hands-on experience in Direct - Indirect Taxation.

- Income Tax, TDS and GST.

- Tax compliance, reconciliation and statutory filings.

- Experience with GST returns and GST reconciliation.

- Good knowledge of MS Excel and MIS reporting.

- People Management / Team Handling.

- SLA/KPI and quality management.

- Strong client interaction and communication skills.

- SOP/process documentation experience.

Candidate Profile:

We are looking for candidates with a strong Taxation background covering both Direct and Indirect Taxation, who have progressed into a team/process management role.