Job Description:

1. Financial Management & Accounting

- Manage end-to-end accounting for multiple family entities, including operating companies, holding structures, and personal accounts.
• Oversee trust accounting, including distributions, reporting, and compliance with trust deeds and governing documents.
• Prepare consolidated financial statements, management reports, for family principals and board review.
• Manage cash flow planning, bank account reconciliations, and inter-entity fund transfers.
• Coordinate with external auditors, tax advisors, and legal counsel for annual filings and regulatory submissions.

2. Compliance & Regulatory Oversight

- Ensure compliance with all applicable tax, regulatory, and fiduciary obligations across jurisdictions.
• Maintain and update compliance calendars, filing schedules, and regulatory checklists.
• Liaise with regulators and statutory bodies as required; manage KYC/AML requirements for family entities.
• Implement and monitor internal controls, policies, and governance frameworks.

3. Investment Coordination

- Support the investment decision-making process by coordinating with portfolio managers, fund administrators, and financial advisors.
• Track and report on investment performance, capital calls, distributions, and asset allocation across the family portfolio.
• Prepare investment committee packs and assist in due diligence on current investment opportunities.
• Maintain a master register of all investments, commitments, and valuations.

4. Stakeholder & Board Coordination





- Serve as the primary point of coordination between family principals, board members, founders, and external advisors.
• Prepare board packs, agendas, minutes, and resolutions; ensure follow-up on action items.
• Facilitate communication across stakeholders, ensuring transparency and alignment on financial and operational matters.
• Manage relationships with banks, legal firms, auditors, insurers, and other professional service providers.

5. Family Accounting & Relationship Management

- Manage personal financial affairs for family members, including budgets, expense tracking, bill payments, and lifestyle management.
• Coordinate family meetings, governance sessions, and next-generation education initiatives.
• Handle confidential matters with the highest levels of discretion and professionalism.
• Support estate and succession planning in collaboration with legal and tax advisors.
• Act as a trusted liaison between family members, balancing competing priorities with diplomacy and tact.

6. Operational, Legal & Administrative Support

- Oversee day-to-day administrative functions of the family office, including vendor management, contract renewals, and insurance policies.
• Assist with legal documentation, entity structuring, corporate secretarial duties, and regulatory filings.
• Manage records, document repositories, and digital filing systems for all entities.
• Support special projects and ad hoc requests from family principals as needed.

📌 Personal Accountant (Mumbai Suburban)
🏢 Talent Corner HR Services
📍 Mumbai Suburban