Techno Functional Consultant - (TAX - SME)

Role & responsibilities

Core domain requirements:

• Foreign Portfolio Investor (FPI) Taxation
• Capital Gains Tax
• Direct Tax Compliance
• Return of Income preparation
• Tax Position Management
• DTAA / Treaty Benefits
• Corporate Actions
• Custody / Securities Operations
• Reconciliations and Reporting

Techno-functional / consulting requirements:

• Business analysis and business discovery/workshops
• Translation of tax/regulatory requirements into functional specifications
• Target operating model, process modelling and workflow design
• Functional architecture and data modelling
• Business rules / tax calculation rules / rules-engine concepts
• BRDs, FRDs, user stories, process flows and acceptance criteria
• Product ownership, backlog prioritization, sprint planning and UAT
• Agile delivery using Jira and/or Azure DevOps
• Stakeholder management across business, tax, product, architecture and engineering teams
• Identification of automation, analytics, AI or GenAI opportunities

Preferred experience/background:

• Big 4 / Financial Services / Capital Markets / Custody / Tax Technology / Regulatory platform consulting
• Large-scale platform transformation or greenfield product development
• CA / MBA Finance / CMA / CFA or equivalent domain background