Lead transaction advisory engagements from tax and regulatory perspective for a boutique advisory firm in Mumbai.

About the Company

The organization is a boutique advisory firm specializing in strategic tax and regulatory services. They provide tailored solutions for complex transactions, leveraging deep expertise in direct tax laws and regulatory frameworks. Their team works closely with clients on mergers, acquisitions, and other structured transactions, delivering actionable insights and high-quality work products.

Role Overview

We are seeking a Senior Manager to lead and manage transaction advisory engagements from a tax and regulatory perspective. This role involves overseeing structuring discussions, managing client relationships, providing technical expertise, and ensuring timely delivery of high-quality work. The ideal candidate will guide Associates, drive strategic insights, and act as a key advisor to clients navigating complex M&A scenarios.

Key Responsibilities

• Leading brainstorming sessions on structuring transactions and providing strategic tax and regulatory insights.
• Overseeing and reviewing tax models, ensuring accuracy and compliance with applicable laws.
• Analyzing term sheets and definitive agreements (e.g., share purchase agreements, shareholder agreements) from a tax and regulatory standpoint.
• Conducting in-depth research on direct tax implications related to transactions and providing clear, actionable recommendations.
• Reviewing and finalizing deliverables to meet client expectations and firm standards.
• Managing communication and coordination with external advisors, including legal counsel, bankers, valuers, and counterparty advisors.
• Mentoring and guiding Associates/interns, ensuring knowledge transfer and professional development.
• Taking ownership of client deliverables, managing deadlines, and proactively addressing challenges during engagements.

Tech Stack

• Microsoft Office Suite (Excel, PowerPoint, Word) for financial modeling, presentations, and reporting.
• Tax modeling tools and databases (proprietary or standard) for research and analysis.
• Financial analysis platforms for valuation and structuring support.
• Communication tools (email, virtual meeting software) for client and team coordination.

Qualifications & Experience

• Qualified Chartered Accountant with 4-6 years of relevant experience in transaction advisory.
• Strong technical expertise in income tax laws and regulatory frameworks related to M&A and transactions.
• Analytical thinker with a strategic, solution-oriented mindset and keen attention to detail.
• Strong leadership and communication skills, capable of managing client expectations and team coordination.
• Self-motivated, proactive, team-oriented, and adaptable to a dynamic work environment.
• Proficiency in Microsoft Office tools and ability to prepare structured presentations and reports.

Qualified Chartered Accountant with 4-6 years of relevant experience in transaction advisory. Strong technical expertise in income tax laws and regulatory frameworks related to M&A. Analytical thinker with strategic mindset, leadership skills, proficiency in Microsoft Office.

As per industry standards, including competitive compensation, performance bonuses, and professional development opportunities.