The Role
Chartered Accountant responsible for SEBI compliance across PMS, RIA, and AIF operations, preparing periodic regulatory reports, managing filings, and coordinating with auditors and regulators. Support direct taxation and audit tasks including TDS, income and capital gains tax compliance, internal audits, and tax planning. Maintain documentation, monitor regulatory updates, and use Excel and AI tools to improve reporting and workflows.
Summary Generated by Built In
This role is for one of Weekday’s clients
Salary range: Rs 700000 - Rs 850000 (ie INR 7 - 8.5 LPA)
Min Experience: 1+ years
Location: Surat
JobType: full-time
Qualification: Chartered Accountant (CA)
Experience:- Candidates with 1+ years of relevant experience will be preferred
- Prior exposure to SEBI Compliance, PMS, RIA, AIF, Audit, Taxation, or Financial Services will be an added advantage
RequirementsKey Responsibilities:
SEBI Compliance
- Handle compliance activities related to PMS, RIA, and AIF operations
- Prepare and submit monthly, quarterly, and half-yearly compliance reports
- Ensure adherence to SEBI regulations, circulars, and guidelines
- Manage regulatory filings and maintain compliance documentation
- Coordinate with auditors and regulatory authorities as required
- Monitor regulatory updates and implement necessary compliance measures
- Perform additional compliance-related assignments as assigned
Direct Taxation & Audit
- Handle TDS, Income Tax, Capital Gain Tax, and related compliances
- Support internal audits and quarterly audit activities
- Maintain compliance records and documentation
- Assist in tax planning and reporting functions
- Ensure timely completion of statutory and regulatory requirements
- Strong analytical and problem-solving abilities
- Good documentation and reporting skills
- Strong attention to detail with a compliance-focused mindset
- Proficiency in MS Excel and financial reporting
- Working knowledge of Direct Taxation and TDS provisions
- Ability to learn and adapt to regulatory changes
- Knowledge and practical use of AI tools for productivity, reporting, research, and workflow efficiency
- Good communication and professional coordination skills
- This position is suitable for candidates seeking a long-term career opportunity
- A mandatory commitment period of 24 months is required
- A retention program will apply during the first 7 months of employment
- Under the retention program, 10% of the monthly salary will be retained by the employer
- The retained amount will earn interest at 8% per annum
- The retained amount along with applicable interest will be released as per company policy upon successful completion of the commitment period and retention conditions
- In case of resignation before completion of 24 months or failure to serve the prescribed notice period, the retained amount and accrued interest shall stand forfeited
- Exposure to specialized SEBI compliance functions
- Opportunity to work in the Wealth Management industry
- Learning and growth under experienced professionals
- Long-term career advancement opportunities
SEBI Compliance, Direct Taxation & Audit, Portfolio Management Services (PMS)
Good-to-have skillsAudit & Assurance, Regulatory Compliance, AI Tools (ChatGPT
Skills Required
- Chartered Accountant (CA)
- SEBI Compliance (PMS, RIA, AIF)
- Direct Taxation & Audit (TDS, Income Tax, Capital Gains)
- Portfolio Management Services (PMS) experience
- Proficiency in MS Excel
- Working knowledge of Direct Taxation and TDS provisions
- Strong analytical and problem-solving abilities
- Good documentation and reporting skills
- Attention to detail and compliance-focused mindset
- Ability to learn and adapt to regulatory changes
- Good communication and professional coordination skills
- Knowledge and practical use of AI tools for productivity, reporting, research, and workflow efficiency
- 1+ years relevant experience
- Audit & Assurance experience
- Regulatory Compliance experience (general)
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The Company
What We Do
Weekday is an AI-powered recruitment platform that helps startups hire top-tier engineering and product talent. By leveraging a massive database of white-collar professionals and advanced outreach tools, the company streamlines the hiring process through automated sourcing, AI-driven resume screening, and white-glove contingency services. Their mission is to modernize recruitment by enabling companies to discover and engage passive candidates efficiently, ensuring high-quality hires for critical roles.
