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 / 16A
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
Solid exposure to taxation, investments, and financial reporting
High level of discretion and attention to detail

Interested candidates can share resume on :

📌 Hiring For Family Office - Wadala - CA (India)
🏢 Hindustan Platinum
📍 India