Tax Assistant

Job Profile: Taxation Executive / Senior – CA Firm

1. Position Overview

The role involves handling direct and indirect tax compliances, advisory, and litigation support for a diversified client base including corporates, SMEs, and high-net-worth individuals. The candidate will work across Income Tax, GST, and allied laws, ensuring compliance, optimization, and risk mitigation.

2. Key Responsibilities

A. Income Tax (Direct Tax)

• Preparation and review of Income Tax Returns (ITR) for:
• Individuals, Firms, LLPs, Companies
• 
  
• Computation of:
• Total Income, MAT, Deferred Tax
• 
  
• Handling TDS/TCS compliance:
• Returns (24Q, 26Q, 27Q), reconciliation, corrections
• 
  
• Tax audit support:
• Clause-wise working under Section 44AB
• 
  
• Advisory on:
• Tax planning, capital gains, business restructuring
• 
  
• Handling notices & assessments:
• Drafting replies for 143(1), 143(2), 148, etc.
• 
  
• Litigation support:
• CIT(A), ITAT documentation & submissions
• 
  

B. GST (Indirect Tax)

• Preparation and filing of:
• GSTR-1, GSTR-3B, GSTR-9, GSTR-9C
• 
  
• ITC reconciliation:
• Books vs GSTR-2B vs vendor follow-ups
• 
  
• GST audit and annual return support
• Advisory on:
• Classification (HSN/SAC), place of supply, valuation
• 
  
• Handling GST notices:
• DRC-01, RFD-08, ASMT series
• 
  
• Refund processing:
• Export refunds, inverted duty refunds
• 
  
• LUT, RCM applicability, e-invoicing compliance

C. Compliance & Advisory

• Client coordination and query resolution
• Drafting opinions / memos on tax positions
• Due diligence and tax health checks
• Support in structuring transactions (domestic & cross-border)

D. Technology & Process

• Working knowledge of:
• Income tax portal, GST portal
• Excel (advanced preferred)
• Tax software (e.g., ClearTax, Tally, Winman)
• 
  
• Documentation and working paper maintenance (audit-ready)

3. Role Segmentation

A. Fresher (Article Assistant / Semi-Qualified / Newly Qualified CA)

Experience: 0–2 years

Key Focus:

• Return preparation and basic compliance
• Data reconciliation (TDS, GST ITC)
• Assisting in audits and assessments
• Drafting basic replies to notices

Skills Expected:

• Strong conceptual clarity (Income Tax + GST)
• Working knowledge of Excel
• Willingness to learn and handle multiple assignments

B. Experienced (Senior / Assistant Manager Level)

Experience: 2–6+ years

Key Focus:

• Review of returns and compliances
• Handling scrutiny, assessments, and notices independently
• Client advisory and tax structuring
• Leading GST audits and litigation matters

Additional Expectations:

• Team handling and review capability
• Exposure to complex transactions:
• Exports, SEZ, job work, cross-border taxation
• 
  
• Drafting technical opinions and litigation submissions

4. Qualification

• Mandatory:
• Chartered Accountant (CA) / Inter CA / Semi-qualified
• 
  
• Preferred:
• Articleship in taxation domain
• Exposure to CA firm environment
• 
  

5. Core Competencies

• Analytical and problem-solving ability
• Strong understanding of tax laws and updates
• Attention to detail and documentation discipline
• Client communication and drafting skills
• Time management (handling multiple deadlines)