Taxation Manager - Mergers & Acquisitions

Client Delivery

- Involved in drafting and reviewing deliverable such as reports, proposals, advice, opinions, emails,

presentations for clients.

- Identification of the available restructuring options based on understanding of the commercial objectives of

the proposed reorganization being contemplated by the management.

- Responsible for identifying and highlighting issues involved in various engagements and present potential solutions.

- Undertaking detailed fiscal and regulatory review of the proposed reorganization - this would involve
evaluation of the various direct tax, company law, SEBI, FEMA, stamp duty, accounting and commercial
implications of the available options.

- Review of transaction documents such as business transfer agreement, share purchase agreement, subscription agreements, trust deeds, asset sale/purchase agreements, etc.

- Responsible for implementing the scheme of arrangement (merger/ demerger/ capital reduction/etc) including drafting scheme, application, petition, notice of meeting, etc and attending NCLT hearings.

- Undertaking buy side/ sell side tax due diligence of the Target Company.

- Responsible for drafting the documents for various corporate actions including issuance of securities, buy back, etc.

- Support in pitching for new clients - undertaking a detailed study to identify possible restructuring ideas/ opportunities.

- Assist in knowledge management - contribute information to knowledge sharing tools, share knowledge and experience via formal and informal methods.

BD Support:

- Draft & prepare proposals & pitch presentations. Evaluate potential business acquisition areas. Assist
principal/partners in preparing strong pitching ground to acquire new business.

- Evaluate potential business acquisition areas and possible additional service expansion opportunities.

- Identify leads from external & existing clients. Grow industrial knowledge and scope to enhance services to existing clients.

- Draft engagement letters accurately. Take care of the end to end invoicing process including follow ups for outstanding's & tracking payment status.

Research & Technical Opinions:

- Execute an exhaustive research for the clients in line with their expectations. Ensure usage of all tools

(External market data/internal portals) to generate effective research.

- Undergo regular technical trainings/ knowledge sharing session within team to deliver effectively as well as efficiently.

People & Team Management:

- Conduct regular connect sessions with team to identify areas of interest & expertise. Ensure task are equally & fairly allotted to the team.

- Design coaching programs to groom Trainee Articles. Promotes the client way using examples and
incidents around the client values.

Knowledge Management:

- Regularly update Knowledge management database with new updates. Share industry updates with the team

and encourage sharing of best practices within team and across teams.

- Develop content for networking in external events & seminars. Share knowledge acquired from external forums with team members. Develops industry/ business and sector knowledge.

Brand Management:

- Representing & endorsing clients expertise and scope of service at various external forums. Interacting with peers and building a high-quality network in the industry.

- Publishing articles& research papers on regular basis. Sharing knowledge and learning at external forums to increase visibility and credibility.