● Tax-Efficient Architecture: Architect and implement investment structures (SPVs,
LLPs, or Trusts) specifically for cross-border real estate transactions.
● Financial Proformas: Prepare comprehensive financial proformas for real estate deal
structures, explicitly detailing and forecasting returns for both Indian and U.S.
investors.
● Pre-Launch Validation: Assist with the financial modeling and quantitative analysis
relating to recent entity formations before a real estate deal goes live.
● DTAA Optimization: Evaluate the impact of the U.S.-India Double Taxation Avoidance
Agreement (DTAA) to minimize tax leakage.
2. Fund Operations, Treasury & Budgeting
● Fund Administration: Oversee fund accounting for private equity-style real estate
vehicles, including Net Asset Value (NAV) calculations, capital calls, and distributions.
● Waterfall Modeling & Payouts: Design and manage distribution waterfalls to ensure
accurate profit sharing between investors and sponsors. Ensure all investor payouts are
executed seamlessly and on time.
● Treasury & Capital Deployment: Evaluate low-risk investment options for surplusfunds to maximize yield, and maintain a meticulous track record of these active investments.
● Budgetary Control: Track, analyze,
and update the company's marketing budget on a monthly basis, ensuring strict adherence to financial forecasts.
● Audit Management: Act as the primary point of contact for external auditors for both Indian and U.S. entities.
3. Regulatory Compliance (India & U.S.)
● FEMA & RBI: Lead all FEMA compliances, focusing heavily on Outward Direct Investment (ODI) and the Liberalised Remittance Scheme (LRS).
● SEC & SEBI: Collaborate with U.S. and Indian legal counsel to ensure offerings align with SEC regulations (Reg D/Reg S) and relevant SEBI guidelines.
4. Taxation & Reporting
● U.S. & Indian Tax Filings: Lead the preparation and filing of U.S. corporate tax returns,
including the annual filing of Form 1040 along with all other applicable cross-border tax
forms and schedules.
● Investor Documentation: Streamline the issuance of U.S. tax forms (Schedule K-1,Form 1042-S) and Indian tax certificates.
5. High-Precision Accounting & Automation
● ERPNext Automation: Maintain and optimize the ERPNext Accounting system (or
equivalent). Drive end-to-end automation of manual tasks, establishing a seamless
workflow right from posting journal entries to the final automated issuance of relevant
tax forms to Indian investors.
● Multi-Currency Bookkeeping: Oversee multi-currency transactions and manage a
dual-jurisdiction chart of accounts.
● Leadership: Supervise junior team members in day-to-day bookkeeping, payroll, and
expense management to ensure zero-error accounting