About the job

We are seeking an Excel Guru with expertise in complex spreadsheet management to assist with organizing, analyzing, improving and optimizing a tax planning file. The ideal candidate will have advanced Excel skills, a some understanding of financial concepts, and the ability to work collaboratively with finance and tax teams to ensure the file is structured for efficiency, accuracy, and long-term use.

Key Responsibilities

Tax Planning File Optimization

• Review and optimize existing tax planning Excel files to ensure efficient data processing and analysis.
• Streamline complex formulas to ensure ease of use and accuracy.
• Ensure proper categorization and organization of tax-related data in a clear, user-friendly format.

Data Management and Integration

• Work with the tax team to integrate data from various sources (e.g., tax reports, financial statements, spreadsheets) into the tax planning file.
• Automate data imports and exports using Excel functions such as Power Query, data validation, and linking across multiple sheets.

Tax Scenario Modeling

• Build and modify tax models to calculate tax liabilities, deductions, credits, and tax-saving opportunities.
• Develop tools within Excel for scenario analysis, forecasting, and tax impact simulation for different tax planning strategies.

Excel Training and Support

• Provide support and training to team members on advanced Excel techniques used in the tax planning file.
• Troubleshoot and resolve Excel-related issues in real-time to ensure smooth workflow and data accuracy.

Collaboration and Communication

• Work closely with tax planners, accountants, and other stakeholders to understand the requirements and incorporate them into the Excel file.
• Communicate effectively to explain the structure of the tax planning file and its functionalities.
• This excel is being used to develop tax software.

Documentation and Reporting

• Document the setup, structure, and key formulas used in the tax planning file for future reference.
• Assist in preparing reports based on the tax planning file to present findings and suggestions for tax optimization.

Qualifications

Required Skills and Experience:

• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, VLOOKUP, HLOOKUP, INDEX-MATCH, Power Query, and macros.
• Working knowledge of finance concepts, including tax liabilities, deductions, credits, and such.
• Proven ability to design and manage large, complex Excel spreadsheets with multiple data points and dynamic calculations.
• Excellent problem-solving skills with the ability to troubleshoot Excel-related issues.
• Ability to work under tight deadlines and manage multiple tasks simultaneously.
• Strong attention to detail and commitment to data accuracy.

Preferred Skills:

• Familiarity with tax software or accounting platforms (e.g., QuickBooks, Xero) is a plus.
• Understanding financial modeling and scenario analysis using Excel.
• Ability to communicate complex tax and Excel concepts to non-technical stakeholders.

Education

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Additional certifications in Excel (e.g., Microsoft Excel Expert certification) or tax planning are a plus.

Why Choose Us?

At Investor Friendly CPA Pvt. Ltd., we believe in investing in the well-being, professional growth, and success of our employees. Our workplace culture fosters mutual respect, collaboration, and open communication. When our employees thrive, our company thrives. Join us and experience a workplace designed for your growth and happiness!

Comprehensive Employee Benefits

Our benefits package is crafted to ensure our employees feel valued, supported, and empowered from day one.

Core Benefits

• Five-Day Workweek: Enjoy weekends off, fostering work-life harmony compared to the standard six-day workweek in Nepal.
• Flexible Working Hours: Customize your schedule to balance productivity and personal commitments.

Office Perks

• Nutritious Office Meals: Daily chef-prepared, wholesome meals.
• Unlimited Snacks and Coffee: Stay energized throughout the day.

Leave Policies

• Fifteen Days of Exclusive Leave: Generous leave options to recharge and stay productive.
• Birthday Celebrations and Gifts: Celebrate your special day with personalized gifts and vouchers.

Additional Benefits for Full-Time Employees

Financial Security

• Provident Fund: Secure your future with our retirement savings plan.
• Insurance Coverage:
• Accidental Insurance: Coverage up to Rs. 1,500,000.
• In-Hospitalization Insurance: Coverage up to Rs. 200,000, with a family floater option for parents or spouse and two children.

Bonuses and Allowances

• Anniversary Bonuses: Celebrate milestones with special rewards.
• Festival Bonuses: Financial support during festive seasons.
• Gym Allowance: Support for your fitness goals.
• Gas Allowance: Ease commuting with a transportation allowance.
• Cell Phone Allowance: Stay connected with company-paid phone support.

Professional Growth and Development

• Higher Education Sponsorship: Company-paid degrees with a five-year commitment in fields like Finance, Accounting, MBA, Design, and Visual Arts.
• Paid Training and Certifications: Access fully funded courses, including:
• Digital Marketing
• Video Editing
• Advanced Graphic Design
• UI/UX Design
• Enrolled Agent Certification

Workplace Culture

• International Standards: Experience a diverse and inclusive workplace with global standards.
• Team Building Activities: Regular events to strengthen collaboration and camaraderie.
• Referral Bonus: Earn rewards for introducing talented individuals to our team.

Why Join Us?

• Growth Opportunities: Advance within the company and take on leadership roles.
• Impactful Work: Contribute to delivering exceptional service and making a difference in the staffing industry.
• Collaborative Environment: Work in a supportive space where your contributions are recognized and valued.