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 solid 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
- Strong exposure to taxation, investments, and financial reporting
- High level of discretion and attention to detail
Interested candidates can share resume on :
[email protected]
📌 Hiring For Family Office - Wadala - CA (Pune)
🏢 Hindustan Platinum
📍 Pune