About the role
We are looking for a detail-orientated and analytically strong Finance Professional to manage tax compliance, financial reporting, and accounting operations within a financial services setup. The ideal candidate combines technical accounting expertise with strong analytical and risk-assessment skills particularly relevant given the regulatory and risk-heavy nature of the financial services sector and can independently manage statutory, tax, and audit requirements while contributing to broader financial strategy.
The core responsibilities for the job include the following:
Tax and Compliance:
- Manage direct and indirect tax compliance (income tax, TDS, and GST), including return filing, assessments, and reconciliations.
- Handle tax planning, advance tax computation, and liaison with tax authorities/consultants.
- Ensure timely and accurate statutory filings and adherence to changing tax regulations (including sector-specific ones such as RBI/SEBI/IRDAI compliance, where applicable).
- Support tax audits, assessments, and litigation matters.
Accounting and Financial Reporting:
- Oversee month-end and year-end closing, ensuring accuracy of books of accounts.
- Prepare and review financial statements in compliance with Ind AS/IFRS/GAAP as applicable.
- Manage general ledger, accounts payable/receivable, and reconciliations.
- Coordinate with statutory and internal auditors for audit completion.
- Support regulatory reporting requirements specific to financial services entities (NBFC/AMC/broking/insurance, as relevant).
Analysis and Risk Management:
- Conduct financial analysis, variance analysis, and support budgeting/forecasting.
- Assess financial, credit, and market risk exposure where relevant (particularly valuable for FRM-qualified candidates).
- Support management with MIS reports and financial insights for decision-making.
- Assist in monitoring capital adequacy, liquidity, or other regulatory ratios where applicable.
Process and Compliance:
- Ensure internal controls and compliance with company policies and regulatory requirements.
- Identify process improvement opportunities in tax and accounting workflows.
- Mentor and guide junior team members.
Requirements:
- CA / CFA / FRM qualified.
- 2-3 years of relevant experience in taxation, accounting, or financial analysis - experience within financial services (banking, NBFC, asset management, broking, or insurance) preferred.
- Strong knowledge of Indian tax laws, GST, TDS, and accounting standards.
- Familiarity with the financial services regulatory framework (RBI/SEBI/IRDAI) is a plus.
- Proficiency in Tally/SAP/Oracle or similar ERP systems and advanced Excel.
- Strong analytical, problem-solving, and communication skills.
- Ability to work independently and manage deadlines under pressure.