Core Private Client Services (PCS) Roles & Responsibilities:
- Knowledge of Personal /HUF/LLP/firms Taxation
Worked on income tax/TDS returns
Advance tax workings
Understanding of stock market transactions and Investment statements
Capital Gains and investment income
Understanding of income tax portal- Form 26AS/AIS. Rectifications/Online
corrections
- Knowledge of accounting
Maintenance of Books of accounts
Preparation of Financials (BS and PL)
Accounting Software – Tally/Quickbooks/Zoho
Bank Reconciliation
- Excel and Outlook
Good to have:
Worked on any tax software
Has any Tax Tech background