PI Advisors - Income Tax Planning Advisor - CA

Income Tax Planning Advisor - Individuals, HUF

About Us:

Pi - India's 1st SuperMoney App is a fintech startup providing comprehensive financial planning to retail clients. PI is founded by a former Investment Banker with a decade of experience with top financial services companies in India. He is an IIT/IIM alumnus with a CFA- charter and has an extensive experience in equity fund raising through capital markets, private equity and M&A.

Role and Responsibilities

- Work as a Tax Advisor and Planner and consult individuals (retail/HNIs) on their tax planning

- Tax planning in line with comprehensive financial planning for retail clients

- Educate clients regarding various tax saving investments and developing a personally curated tax plan in agreement with the client.

- Pitching company's investment products to clients along with tax advice

- Being aware on all types of ITRs and able to file them for clients

- Executing, tracking, monitoring and rebalancing client's portfolio for required changes. Maintain proper documentation of the suggestions given to client and actions subsequently taken.

- Maintain an up-to-date knowledge of various tax laws and financial products mentioned above. Sound knowledge of regulatory changes which impact investment decisions, tax and financial planning

- Interact with prospective clients to educate them about financial planning and its advantages

- High quality service delivery to clients along with excellent presentation and communication skills to deliver client presentations and effectively communicate with client on video calls. This would be both online and offline advisory.

- Good knowledge of MS-Excel and MS-PowerPoint

Qualifications and Education Requirements:

- Chartered Accountant

- 3-10 years' experience

- Client facing personality and industry network are desirable

- Strong interpersonal and effective communication skills (both written and verbal)