Hiring For Family Office - Wadala - CA

Dear Applicants, Greetings from Hindustan platinum . We are looking for an experience d Family Office Accoun ts to handle end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders for a family office set up. The role requires strong exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governanc e. Key Responsibilitie s : Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance compa niesCoordinate account openings, KYC, investment execution, redemptions, and documenta tionTrack corporate actions, dividends, interest income, and maturity proc eedsMonitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternat ivesReconcile broker statements, CAS, bank accounts, and custodian rep ortsManage income tax filings for individu als.Ensure timely payment of advance tax, self-assessment tax, and statutory duesHandle TDS compliance including deductions, returns, and Form 16 / 16AManage GST compliance where applic ableManage banking operations, fund flows, cash flow planning, and paym entsMaintain financial records, investment registers, and audit-ready documenta tionEnsure strict confidentiality and support governance and compliance requirem ents Key Ski lls : Family Office Oper ationsInvestment & Portfolio Moni toringIndian Taxation & Comp lianceDTAA, FEMA (Working Know ledge)MIS & Financial Rep ortingStakeholder Mana gementAdvanced Excel Desired Candidate Pro file : Qualified Chartered Account ant (CA)7-15 years of relevant experience in family office, private wealth, investment management, or senior finan ce rolesStrong exposure to taxation, investments, and financial r eportingHigh level of discretion and attention t o detail Interested candidates can share resume on : simranjeet.sohal@ gmail.com