Associate Director - CBT

Job Description

*Position purpose: Leading complex client assignments w.r.t business tax advisory and regulatory matters along with effective team management. Objective is to contribute to the practice growth favorably. Key AccountabilitiesRole DescriptorsMeasurable / KPI Market/ Client

• Manage commercial aspects of engagements to achieve desired results of profitability and quality
• Strengthen knowledge of KPMG broad service offerings to provide innovation solutions
• Generate new business opportunities for tax as well as for the practice
• Establish new client relationships and strengthen connect with the existing client
• Good understanding of tax technology tools of the firm and be able to market them to the client

• NFR in own Name : 1.75 Cr 2.75 Cr
• GP Ratio: (As per the SBU ratio decided with leadership)
• FTE: (Based on budget sheets)
• Recovery: Based on the budget sheets finalised, Cross sell (as a % of NFR) : 30%
• Strive to be a sector or subject matter expert
• Independently lead complex assignments w.r.t tax optimization, inbound/outbound structuring, cross border inter company transactions, tax assessments and related matters.

Quality

• Maintain objectivity and act with integrity on all engagements
• Take responsibility for quality across sector/engagements to deliver exceptional client service

• Score during Client Opinion Survey : Less than 3 will impact rating
• Client Appreciation mails (Seven star behaviours)
• QPR Rating: Any default would impact rating
• Arrange for regular client briefings to share progress, issues and newer developments and solicit client thoughts/feedback

People

• Ensure effective utilization across projects for self and junior team members at all times
• Drives Collaboration and honesty within team. Foster inclusive work environment within the group

• Minimum of 20 hours of relevant technical trainings delivered during the year
• Timely completion of My PD for self and team members
• Track 100% adherence to Tax L&D initiatives
• Embrace yearly GPS results, feedback through 360 degree tool
• Measure through retention and engagement within team
• Drive team s learning on all tax technical aspects

Financial Strength

• Optimal structuring of engagements to enhance profitability and at the same time maintaining the expected quality standards
• Cultivate business development mindset for individual and firm growth
• Ensure transparency and honesty w.r.t client deliverables and financial targets with the client and team respectively
• Better structuring of engagements to optimize profitability and strive to enhance operational efficiency

• Ensuring timely submission of timesheets by team members and team s utilization at 65% at all times
• Ensure average lock up is 75 days
• Manage all financial aspects (WIP s, billing etc.) and track deliverable progress on weekly basis
• Leverage firm s internal tools and resources to up-skill team members.
• Mining additional billing opportunities from existing clientele. Track pipeline of clients with proposals delivered
• Invest in cross functional and cross country network to better articulate firm wide offerings. Additionally, attend at least 5 KPMG/Industry events to enhance client relationships.

Public Trust

• Strengthen relationship with the community and KPMG alumni
• Awareness about internal & external regulatory / independence requirements and strict compliance to the same
• Willingness to contribute to the firm s community / CSR related initiatives
• Fulfil the firms objective of being a trusted business advisor

• Ensure timely completion of all mandatory risk/independence training as per defined guidelines by the team
• Pro-actively track incidents of personal independence breaches / violation of code of conduct / company policies and take corrective measures
• Attend various KPMG Alumni events and scout for newer opportunities through the alumni network. Recommended to exploit social media as per risk guidelines
• Participation in at least 2 CSR initiatives in a performance year and drive team participation. Plan / Coordinate for location specific CSR initiatives in collaboration with the central CSR team
• Champion one large scale initiative every FY offering client a newer perspective/innovative solution
• Shows commitment to hire and maintain a diversified workforce

Skills, Knowledge & Experience:Qualifications:

• Qualified CA

Experience:

• Min. relevant PQE is 7+ years from consulting/industry with expertise in areas of International Tax.

Skills or Knowledge:Skill or knowledge areaLevel or depth requiredWhy is it required

• Project and Stakeholder management skills

High level of competence requiredTo facilitate effective account management across various streams of activities including: client/stakeholder relationship management, quality deliverable and strong client feedback.

• Analytical Ability

High level of competence requiredImportant to have a strong analytical bent of mind which can prove to be useful in proposing, identifying right solutions.Learning Path Interventions:

• Engagement Life Cycle

Excellent understanding of the nuances of an engagement life cycle are required to be an effective project manager on the engagement life cycle. Expectation of the role is to manage chargeability, recovery and utilization on the engagement effectively.

• Team Management

Act as a coach and mentor to the team and invest in their overall development following the 70-20-10 learning principle.

• Effective proposal making

To ensure quality checks and credibility on documentation and work papers

• Building Strategic Relationships

For key account management and paving the way for new businesses on account of managing strategic relationships.Next Level Key Indicators:

• Handle business opportunities and large engagements for KPMG

• High level of competence required

• Expectations are to drive large engagements for the firm independently

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Keyskills :
new businessfinancecustomer relationstrusted business advisorkey account managementadvisorykey accountreportingcompliancesocial media