Documentation Supp Executive Jobs Opening in Teamlease coreHR at Mumbai
Documentation Supp Executive
Job Description
We are seeking a detail-oriented candidate to manage, verify, and process employee or client investment proof documentation for tax and compliance purposes. This role is crucial for ensuring accuracy, adherence to regulatory guidelines, and timely processing of financial records.
Key Responsibilities
Document Management:
Receive, organize, and maintain a high volume of investment declaration forms and supporting proof documents (e.g., life insurance premium receipts, mutual fund statements, PPF/NSC receipts, home loan interest certificates, tuition fee receipts, medical insurance proofs, etc.).
Ensure all submissions are complete, legible, and submitted within established deadlines.
Verification and Compliance:
Verify the authenticity and accuracy of all submitted investment proofs against established company policies, tax laws (e.g., relevant sections of the Income Tax Act), and regulatory guidelines.
Calculate and cross-check declared investment amounts against the submitted proofs.
Identify and flag any discrepancies, incomplete documentation, or potential non-compliance issues for follow-up.
Processing and Reporting:
Enter verified investment data into the relevant HR/Payroll/Financial system accurately and promptly.
Assist in calculating the final tax liability or benefit based on the verified proofs.
Prepare and generate reports on proof submission status, verification summaries, and compliance statistics for management review.
Stakeholder Communication:
Serve as the primary point of contact for employees or clients regarding investment proof requirements, submission deadlines, and acceptable forms of documentation.
Clearly and professionally communicate any issues with submitted proofs and guide individuals on corrective action.
Auditing and Record Keeping:
Maintain an organized and auditable electronic and/or physical filing system for all investment proof documents.
Assist in internal and external audits related to tax and payroll compliance by retrieving necessary documentation.
Document Management:
Receive, organize, and maintain a high volume of investment declaration forms and supporting proof documents (e.g., life insurance premium receipts, mutual fund statements, PPF/NSC receipts, home loan interest certificates, tuition fee receipts, medical insurance proofs, etc.).
Ensure all submissions are complete, legible, and submitted within established deadlines.
Verification and Compliance:
Verify the authenticity and accuracy of all submitted investment proofs against established company policies, tax laws (e.g., relevant sections of the Income Tax Act), and regulatory guidelines.
Calculate and cross-check declared investment amounts against the submitted proofs.
Identify and flag any discrepancies, incomplete documentation, or potential non-compliance issues for follow-up.
Processing and Reporting:
Enter verified investment data into the relevant HR/Payroll/Financial system accurately and promptly.
Assist in calculating the final tax liability or benefit based on the verified proofs.
Prepare and generate reports on proof submission status, verification summaries, and compliance statistics for management review.
Stakeholder Communication:
Serve as the primary point of contact for employees or clients regarding investment proof requirements, submission deadlines, and acceptable forms of documentation.
Clearly and professionally communicate any issues with submitted proofs and guide individuals on corrective action.
Auditing and Record Keeping:
Maintain an organized and auditable electronic and/or physical filing system for all investment proof documents.
Assist in internal and external audits related to tax and payroll compliance by retrieving necessary documentation.