Hiring for family office - wadala - ca

Dear Applicants,

Greetings from Hindustan platinum.

We are looking for an experienced Family Office Accounts to handle end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders for a family office setup. The role requires strong exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governance.

Key Responsibilities :

Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance companies Coordinate account openings, KYC, investment execution, redemptions, and documentation Track corporate actions, dividends, interest income, and maturity proceeds Monitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternatives Reconcile broker statements, CAS, bank accounts, and custodian reports Manage income tax filings for individuals. Ensure timely payment of advance tax, self-assessment tax, and statutory dues Handle TDS compliance including deductions, returns, and Form 16 / 16 A Manage GST compliance where applicable Manage banking operations, fund flows, cash flow planning, and payments Maintain financial records, investment registers, and audit-ready documentation Ensure strict confidentiality and support governance and compliance requirements

Key Skills :

Family Office Operations Investment & Portfolio Monitoring Indian Taxation & Compliance DTAA, FEMA (Working Knowledge) MIS & Financial Reporting Stakeholder Management Advanced Excel

Desired Candidate Profile :

Qualified Chartered Accountant (CA) 7-15 years of relevant experience in family office, private wealth, investment management, or senior finance roles Strong exposure to taxation, investments, and financial reporting High level of discretion and attention to detail

Interested candidates can share resume on : simranjeet.sohal@