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 / 16 A

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 : simranjeet.sohal@

📌 Hiring For Family Office - Wadala - Ca (Maharashtra)
🏢 Hindustan Platinum
📍 Maharashtra