| Detail | For this role |
|---|---|
| Department | Finance and Accounts |
| Level | Mid level |
| Reports to | Taxation Manager |
| Direct reports | None |
| Experience | 1 to 4 years in taxation or accounts |
Taxation Executive job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Taxation Executive
Department: Finance and Accounts
Reports to: Taxation Manager
Location: [City], [office, branch or site]
About the role
A Taxation Executive supports compliance across direct and indirect taxes. They help prepare GST, TDS and income tax returns, gather data, reconcile ledgers and assist with notices and assessments. The role reports to the Taxation Manager and suits someone who wants a broad tax grounding rather than a single tax. A good Taxation Executive keeps working files clean, prepares accurate return data across taxes and learns how the different filings connect.
Key responsibilities
- Help prepare GST, TDS and income tax returns and working files.
- Gather and check the data needed for each tax filing.
- Reconcile tax ledgers with returns and books across taxes.
- Assist with advance tax working and the annual tax computation.
- Collect documents and prepare data for notices and assessments.
- Track input credit and TDS credit and flag mismatches.
- Maintain tax records, challans and filing acknowledgements for every return.
- Support e-invoicing and e-way bill compliance checks on outward supplies.
- Follow up with departments and vendors for tax data.
- Keep a tracker of filing due dates across all taxes.
Requirements
- B.Com or M.Com
- Basic knowledge across direct and indirect tax
- CA Inter is an advantage
- 1 to 4 years in taxation or accounts
KRAs and KPIs for a Taxation Executive
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Filing support | Return data ready before due dates so nothing is filed late |
| Reconciliation | Tax ledgers matched to returns each month with no carried gap |
| Accuracy | Return data errors found on review held low each cycle |
| Documentation | Tax records and challans kept complete and audit ready |
| Due date tracking | No filing due date across taxes missed during the year |
Skills and tools
Tools used day to day: GST portal, TRACES portal, Income tax portal, Advanced Excel, Tax software.
Reporting line and career path
Next roles: Taxation Manager, GST Executive, Senior Accountant
Interview questions for a Taxation Executive
- Which tax returns have you helped prepare?
- How do you gather data for a GST or TDS return?
- How do you reconcile a tax ledger with the return?
- How do you keep track of due dates across taxes?
- How do you prepare documents for a tax notice?
- How do you check your return data before it is filed?
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What does a Taxation Executive do?
A Taxation Executive supports compliance across direct and indirect taxes. They help prepare GST, TDS and income tax returns, gather and check data, reconcile tax ledgers and assist with notices and assessments. They track due dates and keep records audit ready, reporting to the Taxation Manager and building a broad tax grounding.
What is the difference between a Taxation Executive and a GST Executive?
A GST Executive focuses on goods and services tax alone: returns, input credit and e-way bills. A Taxation Executive works across taxes, GST, TDS and income tax, and supports assessments and notices too. The GST role is specialised; the taxation role is broader across all tax types.
What qualifications does a Taxation Executive need?
Most Taxation Executive roles ask for a B.Com or M.Com with basic knowledge across direct and indirect tax and comfort with the tax portals and Excel. One to four years in taxation or accounts is usual. CA Inter is an advantage for taking on more complex compliance and assessment work.