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 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@