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Associate - TAX - National - CBS - FIN - FP&A Account Support - Mumbai

Location:  Mumbai
Other locations:  Primary Location Only
Salary: Competitive
Date:  May 12, 2026

Job description

Requisition ID:  1709658

Requisition Id: 1709658

 

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self.

The opportunity : Associate-National-TAX-CBS - FIN - FP&A Account Support - Mumbai

National :

National comprises of sector agnostic teams working across industries for a well rounded experience.

CBS - FIN - FP&A Account Support :

Our globally coordinated tax professionals offer connected services across all tax disciplines to help the clients thrive in an era of rapid change. We combine our exceptional knowledge and experience with the people and technology platforms to equip clients in making better business decisions by bringing insights to the forefront. We help companies understand the tax policies and tax laws of governments around the world to plan and comply accordingly. Our teams leverage transformative technologies to deliver strategy and execution, from tax and regulatory obligations to operations and workforce management, to reduce risk and drive sustainable value.

We have competencies in Business Tax Services, Global Compliance and Reporting, Global Law, Indirect Tax, International Tax and Transaction Services.


Your key responsibilities

Technical Excellence

 

  • Client set-up/Client acceptance
  • Business Development: Go to market research on potential clients
  • Background research on client (for code setup purpose only) including Google search on company/ directors/ key personnel
  • Setting up of new client in Mercury
  • OMS and PACE
  • Filling and submitting OMS form
  • OAR approval (i.e. processes and OAR approval for engagements exceeding the specified limit).
  • Submission of ICD Form and follow up for approvals
  • Engagement acceptance (Filling PACE forms), checking Markups/conflicts.
  • Obtaining clearance from GCSP/CSP/Audit Partner on Channel conflict/allowable services – PE/SEC type of accounts etc.
  • Drafting ELs/SOWs/MSAs/PSMs/Acknowledgement agreements/Fee side letter based on standard templates. Engagement Life Cycle
  • Managing engagement life cycle in Mercury.
  • Engagement set-up: Setting up engagement code, updating GST details.
  • Verifying PSMs received from EY overseas offices & suggesting changes required as per QRM guidelines on PSMs.
  • Monitoring WIP / AR status – Follow up with engagement team for write off/reversal
  • ERP, WIP & Unbilled OPEs adjustments (w/off, w/up, transfer, etc) as per instructions from client team
  • Closure of Code, follow with Sub code for code closure
  • Subcontracting to other SSLs / issuance of Work order. Invoicing
  • Raising draft Invoice/final invoice
  • Invoice reversal/re-issue
  • Raising foreign office invoices
  • Verifying SEZ documents for SEZ billing (LOA, SEZ Declaration, Manager email, etc.)
  • Follow up with client/foreign office for collection (wherever mandated)
  • TDS follow-up
  • TDS reconciliation
  • Tax Convention Forms
  • Making overseas payments through OPRS requests (Verifying PSMs, TRC, 10F, etc.)
  • BRET compliance (submissions and timely renewals)
  • Compliance with Procurement process in case any third-party services are procured EY IMD and GEAR
  • Creation of EYI-MD workspace (only for new codes) and basic documents upload
  • Uploading ELs on GEAR Preparation of Reports
  • Daily/monthly Reports preparation & analysing
  • Preparing weekly reports like Cost Analysis MIS and Actual vs Budgeted
  • Weekly tracking of BU – Revenue, Utilization, AR & WIP for the respective locations

 


Skills and attributes

To qualify for the role you must have
Qualification

  • Bachelor of Commerce
  • Bachelor of Business Administration
  • Master of Commerce
  • Master of Business Administration
  • Post Graduate Diploma in Management

Experience

  • Finance (0- 2Years)


What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.

What we offer

Fuelled by the brilliance of our people, EY has emerged as the strongest brand and the most attractive employer in our field, with market-leading growth over competitors. Our people work side-by-side with market-leading entrepreneurs, game-changers, disruptors, and visionaries. As an organization, we are investing more time, technology, and money than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills, and opportunities.

EY is equally committed to being an inclusive employer, and we strive to achieve the right balance for our people—enabling us to deliver excellent client service while allowing our people to build their careers as well as focus on their wellbeing.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in shaping the future with confidence. Apply Now

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