Role Overview

We are looking for a qualified Chartered Accountant to join our Private

Client and Family Office Advisory team.

The role offers an chance to work closely with promoters, HNIs/UHNIs, family businesses and global families on taxation, transaction advisory, family office structuring, private trusts, succession planning and cross-border matters.

The candidate will be responsible for providing high-quality advisory and client servicing while assisting in the execution of complex private client assignments.

Qualification and Experience
Qualified Chartered Accountant
1 to 2 years of post-qualification experience in taxation or advisory
Experience in HNI taxation, private trust structuring or family office advisory will be preferred
Working knowledge of FEMA and cross-border taxation would be an advantage
Solid analytical, research, communication and client-handling skills

Key Responsibilities
Advising HNIs, UHNIs, promoters and family businesses on direct tax and regulatory matters
Assisting in the structuring and establishment of family offices and private family trusts
Working on succession planning, estate planning and family governance assignments




Supporting transaction advisory and cross-border structuring engagements
Analysing FEMA implications relating to overseas assets, investments and remittances
Preparing advisory notes, presentations, proposals and client deliverables
Coordinating with lawyers, bankers, trustees, investment advisors and other stakeholders
Managing regulatory, tax and compliance requirements relating to private clients and trusts
Conducting technical research on tax, FEMA, trust and succession-related matters
Maintaining solid client relationships and ensuring timely delivery of assignments

What the Role Offers
Practical exposure to private client and family office advisory
Opportunity to work on family office, private trust and succession structures
Exposure to direct tax, FEMA, cross-border structuring and regulatory compliance
Opportunity to interact with promoters, HNIs/UHNIs, family businesses and global families
Experience in handling complex and customised advisory assignments
A collaborative environment with strong learning and professional growth opportunities

📌 Private Client & Family Office Advisory Mumbai (India)
🏢 Incorp Advisory Services
📍 India