Job Description:
Client Relationship & Practice Leadership
- Lead key Financial Services client relationships and act as a trusted tax advisor to senior stakeholders.
- Drive practice growth through client origination, cross-functional collaboration, and market-facing initiatives.
- Support pitches, proposals, and development of new FS tax opportunities across Markets and Deals teams.
Fund Structuring & Financial Services Advisory
- Advise on structuring of AIFs from conceptualization to SEBI approval.
- Provide end-to-end tax advisory for domestic and offshore fund structures, including GIFT IFSC.
- Review and advise on fund documentation including PPMs, SHAs, tax chapters, and investor communications.
- Advise on waterfall mechanisms, distribution models, and carried interest computations.
Deals & Transaction Tax
- Advise PE/VC/Real Estate funds on transaction structures, capital instruments, liquidation preferences, ratchets, slump sales, LBOs, and offshore restructurings.
- Lead tax due diligence (buy-side and sell-side) and provide transaction execution support including tax opinions.
- Review SPAs, SHAs, indemnities, representations & warranties, and tax insurance policies.
Investment Lifecycle & Exit Advisory
- Advise on tax-efficient exit strategies including secondary sales and IPOs.
- Support pre-IPO restructuring, especially treatment of convertible instruments.
- Review financial models and valuation reports from tax and regulatory perspectives.
Compliance & Reporting
- Oversee direct tax compliances including returns, tax audits, FATCA-CRS, and regulatory filings with SEBI/RBI.
- Review financial statements under IGAAP and IFRS for funds, managers, and portfolio companies.
Litigation & Regulatory Matters
- Independently manage tax litigation up to CIT (Appeals) level.
- Coordinate and support counsels on matters before ITAT, High Courts, and Supreme Court.
- Advise on regulatory matters involving SEBI, RBI, and other authorities.
Key Skills:
- Deep technical knowledge of Indian Direct Tax laws
- Strong commercial and transaction structuring acumen
- Client leadership and stakeholder management
- Team leadership, mentoring, and business development.
Experience: Chartered Accountant.
10+ years of post-qualification experience in Direct Tax with strong Financial Services exposure.
Prior experience in Big 4 or leading professional services firms.
Proven expertise in fund taxation, transaction tax, litigation, and regulatory advisory.
Academic Qualification: Chartered Accountant
Company details: www.bhutashah.com
If you are interested, kindly share your updated CV on [Confidential Information]
Regards,
Pooja Vora
