# Tax Assistant at Skybound Wealth

Skybound Wealth is hiring a Tax Assistant in Mumbai, India. Level rates it Little AI ●○○○; you can [apply on Skybound Wealth](https://jobsbylevel.com/go/6c23dcc5-9e39-41a9-83f3-fe1ec46ac405?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Mumbai, India.

## Details

- Company: [Skybound Wealth](https://jobsbylevel.com/companies/skybound-wealth)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Mumbai, India
- Posted: November 12, 2026
- Apply: https://jobsbylevel.com/go/6c23dcc5-9e39-41a9-83f3-fe1ec46ac405?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=tax-assistant-at-skybound-wealth-8adf27

## Description

About us: Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations. Our advisers work with internationally mobile clients whose investment requirements can often span multiple currencies, jurisdictions, platforms and investment structures. Our investment proposition has been developed to provide advisers with a robust framework of approved asset managers, model portfolios, investment solutions and portfolio-construction methodology that can be applied consistently across the Group. About the role: Skybound Tax will join the Group in January 2027, focusing on the delivery of UK tax returns. We are looking for a Tax Assistant to support the preparation of accurate returns and provide a reliable, responsive service to clients. Based in Mumbai, you will gather client information, prepare draft UK Self Assessment returns and build complete case files for the London tax team. This includes preparing schedules and gathering evidence for private client and cross-border tax work. This is a hands-on preparation role with scope to develop your UK tax knowledge. You will take ownership of allocated tasks, follow agreed procedures and raise technical questions or missing information promptly with the Assistant Tax Manager or designated reviewer. Location The role is based in Mumbai and supports the delivery of UK tax returns alongside colleagues in London. You will need to coordinate your working day with the UK team to allow regular communication, timely reviews and clear handovers. Key Responsibilities UK Tax Return Preparation Prepare draft UK Self Assessment tax returns and supporting calculations using approved tax software and templates Process information relating to employment, pensions, savings, dividends, property income and capital gains, within your experience and agreed scope Support the preparation of self-employment schedules and other supplementary pages where required Prepare property income and investment schedules, reconciling figures to source documents and flagging discrepancies Client Information and Communication Issue information requests and follow up outstanding documents within agreed timescales Compile residence and travel timelines from client records and flag missing dates or supporting evidence for London to review Handle routine client queries professionally and refer technical advice requests to the UK team Keep colleagues informed of outstanding information, progress and any risk to delivery dates Review and Submission Support Hand over complete files with draft returns, working papers, prior-year returns and supporting evidence, with outstanding questions clearly marked Prepare client approval packs under supervision and assemble draft HMRC and pension treaty claim packs for London to review Support electronic filing only once the required internal review and client approval have been recorded Retain filing confirmations and update completion records, escalating rejected submissions or discrepancies Workflow and Deadline Management Maintain an up-to-date record of allocated returns, next actions and agreed deadlines Prioritise work with the Assistant Tax Manager, particularly during peak filing periods Identify delays or capacity concerns early and provide clear handovers between Mumbai and London Quality and Confidentiality Follow agreed onboarding, identity-checking and document-handling procedures within your responsibilities Use approved systems and access controls when handling confidential client and financial information Escalate suspected errors, unusual transactions, complaints or compliance concerns promptly Follow documented preparation checklists and apply feedback to reduce recurring errors Service Development and Reporting Support the establishment of Skybound Tax’s

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Source: https://jobsbylevel.com/jobs/tax-assistant-at-skybound-wealth-8adf27

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Level. https://jobsbylevel.com/jobs/tax-assistant-at-skybound-wealth-8adf27.

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