11 M&A Tax Jobs

ASSOCIATE DIRECTOR - M&A TAX - GURGAON Interested candidates kindly get in touch on 8447354794, 9958733922, 8178795546 , 9818605175 or share cvs on sanjeet@teaminnovative.net, hunar@teaminnovative.net , kiran@teaminnovative.net , kaushalconsultants123@gmail.com • Providing tax & regulatory advise on M&A transaction and re-structurings Good knowledge of Corporate tax regulations relating to M&A, Exchange Control Regulations, SEBI Regulations, stamp duty regulations Keep up-to-date on developments in tax and regulatory space FEMA, SEBI, Corporate Laws, etc. • Coaching / developing junior members on the concepts of M&A Tax, re-structuring and corporate tax • Providing M&A tax advisory services and PE tax strategies • Accountable for the timely delivery of high quality engagement work • Builds positive client relationships and demonstrates an understanding of the clients requirements and business • Assists senior members of team on prospective client pursuits • Supervises effectively junior team members and takes responsibility for reviewing their work • Understands risk management procedures and ensure that they are being adhered to within engagements QUALIFICATIONS Fully Qualified CA 6- 12 ears of experience in direct tax advisory with focus on M&A SKILLS Strong analytical ability Excellent communication and presentation skills Client relationship management Commercial awareness Team player Experience in working in a regulatory environment and exposure in corporate tax, corporate law, FEMA and SEBI would be an advantage

Our client is a full-service boutique firm providing well researched tax, transaction and regulatory services to clients in India as well as globally. They help their clients navigate the complex world of tax and regulatory laws while providing them with thoroughly researched, practical and value-driven solutions. Their solutions and the holistic implementation support, cover not only all the relevant tax and regulatory aspects but also the contemporary trends and commercial realities. Their clients include reputed Indian corporates, MNCs, family offices, HNIs, start-ups, venture capital funds, private equity investors, etc. Job Summary: Client is looking for a strategic and experienced CA to join them as a Senior M&A Tax Expert. This role will involve working closely with clients to develop tax strategies, facilitate mergers and acquisitions etc. The ideal candidate will possess strong analytical skills, a solid understanding of corporate tax regulations, and excellent communication abilities. Key Responsibilities: Advising Indian and foreign MNCs on mergers, acquisitions, transaction structuring, and joint ventures. Providing end-to-end guidance through the business lifecycle, focusing on optimal structuring and implementation. Developing tax structuring options and ensuring compliance for multinational clients, with emphasis on inbound structuring. Leading tax due diligence, advising on transactions, and resolving tax issues in structuring assignments. Overseeing tax planning, risk mitigation, and compliance management. Maintaining client relationships and serving as the primary point of contact. Building networks with CFOs and Tax Directors to foster opportunities. Identifying and capitalizing on business opportunities within existing clients. Leveraging technology to improve tax compliance processes for clients and internally. Updating knowledge management systems and sharing insights within the team. Representing the firm at external forums and publishing research to boost visibility. Guiding and mentoring the team, addressing challenges, and promoting continuous performance improvement. Essential skills, experience & attributes: CA who possesses 8 or more years of experience in M&A tax practice with a strong foundation in Indian tax laws. Demonstrate passion for the field of taxation and a commitment to continuous learning and development. Strong interpersonal and communication skills, with the ability to interact confidently with clients and stakeholders at all levels. Energetic and innovative professional with an entrepreneurial mindset and solid business acumen. Capable of working both independently and collaboratively under pressure, maintaining accuracy and attention to detail. Well-organized and adaptable to changing priorities

Roles and Responsibilities Manage tax structuring, due diligence, and compliance for mergers and acquisitions (M&A) transactions. Provide transaction tax advisory services to clients on direct tax implications of M&A deals. Conduct deal advisory work, including identifying potential risks and opportunities related to taxes during the M&A process. Collaborate with cross-functional teams to ensure seamless integration of acquired businesses into existing operations. Develop strategies for minimizing tax liabilities through restructuring options. Desired Candidate Profile 2-5 years of experience in corporate taxation, direct tax, or a related field. CA qualification in any specialization; Strong understanding of Indian income-tax laws and regulations governing M&A transactions. Excellent communication skills with ability to work effectively with stakeholders at all levels.

Job Description: Deal structuring Deal structuring, group restructurings and due diligence from a commercial, tax and regulatory perspective Lead engagements for the above and interact with (i) client teams; and (ii) counter party teams Participate in negotiations on the above with the counter party to defend our positions and the asks of our client, understand the commercial construct of the larger transaction and how these discussions fit into the larger framework of the deal Implementation assistance on the solutions we provide Transaction documents review and negotiation Tax opinions and other aspects critical to deal closure Project management to ensure that all elements of the deal are considered and closed Making sharp and simple presentations Risk mitigation in documentation, conversation and discussion as well as work presentation Sharp technical competence and thinking on your feet Troubleshooting capabilities Desired Profile: Qualified Chartered Accountant Post qualification experience in direct tax of at least 4 years Skill Set: Thinking on your feet Good and timely communication and drafting/ writing skills Ability to move between business and technical conversations with ease Good ability to train the team and handle conversations with internal and external stakeholders Required Skills: Tax Ideally, some regulatory understanding as well

Your key responsibilities Your main objective is to help the Transaction tax team deliver quality deliverables using tax knowledge gained from training and assistance from more experienced tax professionals. Contribute to the profitable growth by ensuring client engagements are executed in an efficient manner. Client responsibilities Conduct the engagement in a professional manner and in accordance with client expectations and as defined by the terms and conditions of the contract To the extent you have client contact, build productive working relationships with your clients People responsibilities Exhibit positive attitude and demonstrate willingness to learn Contribute and leverage knowledge from individuals, databases and other sources Provide timely and high quality services and work products Mentoring and coaching interns and consultants Operational Excellence / Day to day responsibilities Research and analysis of transaction tax related laws (such as domestic and international tax, corporate laws, SEBI, FEMA, Competition Act, stamp duty laws etc.) on inbound and outbound deals, corporate reorganizations, securities market aspects, etc. Research on tax theory and positions, and apply them to specific client needs Prepare deliverables capturing implications arrived on the basis of above research, in word, PowerPoint, excel or email form as required Perform direct tax diligence (this involves scrutinizing past tax issues, record, compliance, etc. of the target) and capture the facts and analysis in a diligence report Use and apply the right tax practice processes and tools to be as efficient as possible in your work Be updated on latest developments and share articles on industry trends Maintain and keep upto date records of internal documents / working papers Preparing training presentation on recent regulatory developments. Support knowledge sharing efforts and improve processes so that the work team can capture and leverage knowledge Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact issues with his clients Ensure compliance with risk management strategies, plans and activities. MIS: Follow up on billing, collection, etc. Skills and attributes for success Ability to handle multiple projects simultaneously & Attention to detail Positive attitude and responsible and ability to handle pressure Willingness to travel locally and outside city for work To qualify for the role you must have A qualified Chartered accountant 2 3 years of post-qualification experience in M&A taxation matters and working knowledge of SEBI, FEMA and stamp duty laws Minimum 2 years of post-qualification experience in transaction tax related laws Ideally you’ll also have Strong communication, facilitation, relationship-building, presentation and negotiation skills Be highly flexible, adaptable, and creative Comfortable interacting with senior executives (within the firm and at the client) Strong leadership skills and supervisory responsibility

Job Description & Summary Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. Qualification: Chartered Accountant As a Manager/ Senior Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the following: Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc., Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, Mutual Fund (MF) regulations, banking regulations, Insurance regulations, Service tax laws, rules framed therein, Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations, Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances. Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules. Coordinating with the department for obtaining approvals, registrations, licenses, etc. Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client. Developing good rapport with top level, middle level of client management. Responsible for the complete execution of the assigned engagements. Updating the Partner proactively on various work related issues. Coordinating with the Partner on the planning and management of assignments. Providing timely and high-quality services and work products that exceed the clients expectations. Delegating and reviewing work of managers. Profile requirements- To qualify for the same the candidate will need: To be a Qualified Chartered Accountant with 5+ years of relevant experience (for Manager) and 7 + years for Senior Manager. Degree in law from a recognized University, Company secretary, CFA are good to have additional qualifications. To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc. Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc. To demonstrate excellent written and verbal communication skills To have excellent presentation and report writing skills Be strong in Team handling and Client handling skills Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space Awareness regarding all developments from tax and regulatory standpoint in FS space is expected Aware of commercial aspects of transactions in FS space

Job Description & Summary Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. Qualification: Chartered Accountant As a Manager/ Senior Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the following: Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc., Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, Mutual Fund (MF) regulations, banking regulations, Insurance regulations, Service tax laws, rules framed therein, Handling structures / transactions involving GIFT City IFSC, Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations, Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances. Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules. Coordinating with the department for obtaining approvals, registrations, licenses, etc. Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client. Developing good rapport with top level, middle level of client management. Responsible for the complete execution of the assigned engagements. Updating the Partner proactively on various work related issues. Coordinating with the Partner on the planning and management of assignments. Providing timely and high-quality services and work products that exceed the clients expectations. Delegating and reviewing work of managers. Profile requirements- To qualify for the same the candidate will need: To be a Qualified Chartered Accountant with 5+ years of relevant experience (for Manager) and 7 + years for Senior Manager. Degree in law from a recognized University, Company secretary, CFA are good to have additional qualifications. To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc. Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc. To demonstrate excellent written and verbal communication skills To have excellent presentation and report writing skills Be strong in Team handling and Client handling skills Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space Awareness regarding all developments from tax and regulatory standpoint in FS space is expected Aware of commercial aspects of transactions in FS space

Our client is a full-service boutique firm providing well researched tax, transaction and regulatory services to clients in India as well as globally. They help their clients navigate the complex world of tax and regulatory laws while providing them with thoroughly researched, practical and value-driven solutions. Their solutions and the holistic implementation support, cover not only all the relevant tax and regulatory aspects but also the contemporary trends and commercial realities. Their clients include reputed Indian corporates, MNCs, family offices, HNIs, start-ups, venture capital funds, private equity investors, etc. Job Summary: Client is looking for a strategic and experienced CA to join them as a Senior M&A Tax Expert. This role will involve working closely with clients to develop tax strategies, facilitate mergers and acquisitions etc. The ideal candidate will possess strong analytical skills, a solid understanding of corporate tax regulations, and excellent communication abilities. Key Responsibilities: Advising Indian and foreign MNCs on mergers, acquisitions, transaction structuring, and joint ventures. Providing end-to-end guidance through the business lifecycle, focusing on optimal structuring and implementation. Developing tax structuring options and ensuring compliance for multinational clients, with emphasis on inbound structuring. Leading tax due diligence, advising on transactions, and resolving tax issues in structuring assignments. Overseeing tax planning, risk mitigation, and compliance management. Maintaining client relationships and serving as the primary point of contact. Building networks with CFOs and Tax Directors to foster opportunities. Identifying and capitalizing on business opportunities within existing clients. Leveraging technology to improve tax compliance processes for clients and internally. Updating knowledge management systems and sharing insights within the team. Representing the firm at external forums and publishing research to boost visibility. Guiding and mentoring the team, addressing challenges, and promoting continuous performance improvement. Essential skills, experience & attributes: CA who possesses 8 or more years of experience in M&A tax practice with a strong foundation in Indian tax laws. Demonstrate passion for the field of taxation and a commitment to continuous learning and development. Strong interpersonal and communication skills, with the ability to interact confidently with clients and stakeholders at all levels. Energetic and innovative professional with an entrepreneurial mindset and solid business acumen. Capable of working both independently and collaboratively under pressure, maintaining accuracy and attention to detail. Well-organized and adaptable to changing priorities

Role & responsibilities Research and analysis of transaction tax related laws (such as domestic and international tax, corporate laws, SEBI, FEMA, Competition Act, stamp duty laws etc.) on inbound and outbound deals, corporate reorganizations, securities market aspects, etc. Research on tax theory and positions, and apply them to specific client needs Prepare deliverables capturing implications arrived on the basis of above research, in word, PowerPoint, excel or email form as required Perform direct tax diligence (this involves scrutinizing past tax issues, record, compliance, etc. of the target) and capture the facts and analysis in a diligence report Use and apply the right tax practice processes and tools to be as efficient as possible in your work Be updated on latest developments and share articles on industry trends Maintain and keep up to date records of internal documents / working papers Preferred candidate profile Should be CA qualified. Minimum 1 year experience M&A Tax.

Client responsibilities Conduct the engagement in a professional manner and in accordance with client expectations and as defined by the terms and conditions of the contract To the extent you have client contact, build productive working relationships with your clients People responsibilities Exhibit positive attitude and demonstrate willingness to learn Contribute and leverage knowledge from individuals, databases and other sources Provide timely and high quality services and work products Mentoring and coaching interns and consultants Operational Excellence / Day to day responsibilities Research and analysis of transaction tax related laws (such as domestic and international tax, corporate laws, SEBI, FEMA, Competition Act, stamp duty laws etc.) on inbound and outbound deals, corporate reorganizations, securities market aspects, etc. Research on tax theory and positions, and apply them to specific client needs Prepare deliverables capturing implications arrived on the basis of above research, in word, PowerPoint, excel or email form as required Perform direct tax diligence (this involves scrutinizing past tax issues, record, compliance, etc. of the target) and capture the facts and analysis in a diligence report Use and apply the right tax practice processes and tools to be as efficient as possible in your work Be updated on latest developments and share articles on industry trends Maintain and keep upto date records of internal documents / working papers Preparing training presentation on recent regulatory developments. Support knowledge sharing efforts and improve processes so that the work team can capture and leverage knowledge Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact issues with his clients Ensure compliance with risk management strategies, plans and activities. MIS: Follow up on billing, collection, etc.

Your work profile As a Associate Director in our Mergers and Acquisitions Team youll build and nurture positive working relationships with teams and clients with the intention to exceed client expectations: - Target search through primary and secondary research and shortlisting of potential target companies Preliminary evaluation (including tax diligence) and preliminary discussions with Management Ideation and providing inputs on various issues/client deliverables Formulation of preliminary investment thesis Confirmatory due diligence and risk evaluation / mitigation from Tax perspective Deal negotiation / structuring and Preparation of final investment thesis to be presented to the Boar Review of various transactions documents from tax perspective Creation of business development literature and pitch packs for prospective clients and projects Leading cross-functional teams of 6-8 internal resources and external consultants in M&A projects Desired qualifications CA with 6-10 years of Experience in M&A-Tax Strong Technical Knowledge Leadership Qualities Effective communication and presentation skills Mergers and Acquisitions |Associate Director • Inspiring - Leading with integrity to build inclusion and motivation • Committed to creating purpose - Creating a sense of vision and purpose • Agile - Achieving high-quality results through collaboration and Team unity • Skilled at building diverse capability - Developing diverse capabilities for the future • Persuasive / Influencing - Persuading and influencing stakeholders • Collaborating - Partnering to build new solutions • Delivering value - Showing commercial acumen • Committed to expanding business - Leveraging new business opportunities • Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization • Effective communication Must be well abled to have well-structured and well-articulated conversations to achieve win-win possibilities • Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for the success of engagement(s) • Managing change - Responding to changing environment with resilience • Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision • Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems • Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte • Empathetic leadership and inclusivity - creating a safe and thriving environment where everyone's valued for who they are, use empathy to understand others to adapt our behaviours and attitudes to become more inclusive.