Chartered Accountant – Taxation & Equity Research (Fresher)

About Us

At 1% Club were on a mission to build Indias most trusted wealth-tech platform one that doesnt just stop at financial products but brings education advisory and execution together in a way no one else has.

In less than two years weve managed to launch and scale our EdTech vertical secure our RIA SEBI license and build an 8M strong online following of Indias English-speaking middle class.

Weve done all of this with industry-level low CACs strong brand love and consumer trust while staying profitable.

We are backed by Gruhas a fund by Zerodhas Nikhil Kamath and Puzzolana Groups Abhijeet Pai.

About the Role:

We are looking for a Qualified Chartered Accountant with a strong interest in personal taxation and stock market analysis. The ideal candidate should have hands-on or conceptual knowledge of capital gains ESOPs and RSUs (domestic and international). In addition to taxation expertise we are seeking someone who is curious about equity research understands financial markets and can assist in stock evaluation.

This role will also involve direct client interaction by joining discussions alongside the financial advisor.

Key Responsibilities:

• Assist in individual income tax return (ITR) preparation and filing.

• Calculate and review capital gains taxation for equities mutual funds and real estate.

• Handle tax implications for ESOPs and RSUs both domestic and international.

• Possess a basic understanding of NRI taxation primarily around NRE/NRO accounts taxes on Indian income and related compliance.

• Support in fundamental and/or technical stock analysis.

• Interpret compensation structure of clients and advise on tax regime to be followed.

• Participate in client meetings or calls with advisors to provide taxation inputs when required.

• Work closely with the advisory team to ensure tax-efficient investment strategies.

Required Qualifications & Skills:

• Qualified Chartered Accountant (CA).

• 01 year of experience in taxation or personal finance (freshers are welcome).

• Upto date knowledge of Indian income tax laws and practical understanding of ITR filing.

• Understanding of capital gains ESOPs RSUs and NRE/NRO taxation basics.

• Ability to analyze financial statements for stock research.

• Proficiency in Excel and tax computation tools/software.

• Based in Mumbai.

Preferred Attributes:

• Interest or exposure in personal financial planning or wealth management.

• Strong interest in stock markets and investment analysis.

• A proactive learner with good communication and analytical skills.

• Certification like CFA CFP or related finance courses will be an added advantage. Candidates pursuing CA should not apply.

Apply Now !!