20 Aug
|
Hindustan Platinum
|
Maharashtra
20 Aug
Hindustan Platinum
Maharashtra
Job DescriptionDear Applicants,
nGreetings from Hindustan platinum.
nWe 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.
nKey Responsibilities :
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- Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance companiesn
- Coordinate account openings, KYC, investment execution, redemptions, and documentationn
- Track corporate actions, dividends, interest income, and maturity proceedsn
- Monitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternativesn
- Reconcile broker statements, CAS, bank accounts, and custodian reportsn
- Manage income tax filings for individuals.n
- Ensure timely payment of advance tax, self-assessment tax, and statutory duesn
- Handle TDS compliance including deductions, returns, and Form 16 / 16An
- Manage GST compliance where applicablen
- Manage banking operations, fund flows, cash flow planning, and paymentsn
- Maintain financial records, investment registers, and audit-ready documentationn
- Ensure strict confidentiality and support governance and compliance requirementsn
nKey Skills :
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- Family Office Operationsn
- Investment & Portfolio Monitoringn
- Indian Taxation & Compliancen
- DTAA, FEMA (Working Knowledge)n
- MIS & Financial Reportingn
- Stakeholder Managementn
- Advanced Exceln
nDesired Candidate Profile :
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- Qualified Chartered Accountant (CA)n
- 7-15 years of relevant experience in family office, private wealth, investment management, or senior finance rolesn
- Robust exposure to taxation, investments, and financial reportingn
- High level of discretion and attention t
📌 Hiring For Family Office (Maharashtra)
🏢 Hindustan Platinum
📍 Maharashtra