We are specifically looking for candidates with experience in a core family office role, including exposure to taxation, investments, internal audits, tax returns, and related areas.
Key Responsibilities
- Stakeholder & Institutional Liaison
- Primary point of contact with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, registrars, and insurance providers (India and overseas)
- Coordinate account openings, KYC, investment execution, redemptions, and documentation
- Track corporate actions, dividends, interest, maturity proceeds, and settlements
- Portfolio Monitoring & Reporting
- Prepare periodic MIS and portfolio reports (daily / monthly / quarterly) for family members and directors
- Track performance across asset classes including equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternative investments
- Reconcile broker statements, CAS, bank accounts, and custodian reports
- Taxation & Statutory Compliance (India & International)
- Oversee income tax returns for individuals, HUFs, trusts, and group entities
- Compute and ensure timely payment of advance tax
- Manage TDS compliance including deductions, challans, returns, and Form 16/16A
- Oversee GST compliance where applicable
- Coordinate international taxation matters including DTAA, FEMA, foreign income, overseas investments, and disclosures
- Liaise with domestic and international tax advisors, auditors, and consultants
- Payments, Banking & Cash Flow Management
- Manage bank accounts, fund flows, and liquidity planning
- Ensure timely payments for investments, taxes, vendors, utilities, and professional fees
- Oversee credit card usage, limits, statement reconciliations, and due date payments
- Prepare cash flow forecasts and fund requirement schedules
- Accounting, Records & Documentation
- Maintain accurate financial records, investment registers, and transaction documentation
- Coordinate bookkeeping and ensure audit readiness at all times
- Maintain digital and physical records of agreements, contracts, and statutory filings
- Governance, Risk & Confidentiality
- Ensure strict confidentiality of family financial and personal information
- Support governance frameworks for trusts, entities, and holding structures
- Assist in statutory audits, assessments, and regulatory reviews
Qualifications & Experience
- Chartered Accountant (CA) mandatory
- 4+ years of relevant experience in family office, private wealth, investment management, or senior finance roles
- Strong hands-on exposure to Indian taxation and working knowledge of international tax laws (DTAA, FEMA)
Key Skills & Competencies
- Strong stakeholder and relationship management
- High attention to detail and accuracy
- Ability to handle sensitive and confidential matters
- Strong MIS, reporting, and analytical skills
- Advanced Excel and financial tools proficiency
Compensation (Indicative India)
- Mid-size Family Office: 18-26LPA
