Role Overview

Designation: Assistant Manager
Experience: 0 to 3 years post-qualification
Qualification: Chartered Accountant
Location: Vadodara (preferred) | Ahmedabad | Mumbai

Note: Please make sure to complete the Google form:

We are looking for a CA to join our Succession Planning team. The role will involve working on succession and estate planning for business families and HNIs, with a focus on designing structures that are aligned with the family's philosophy, business objectives, wealth profile and long-term succession goals .
Candidates are not expected to have expertise across all areas at the outset ; the ability and willingness to learn, research and work across legal, regulatory and practical aspects will be key

What will you do
- Designing succession strategies for operating businesses, passive income assets, artwork or charities.
- Assist in evaluating and structuring Wills, private trusts, family arrangements, gifts, partition arrangements, Family charters and other succession structures.




- Understand the family's objectives and future plans and evaluate how the proposed succession structure should be aligned with them.
- Assist in succession planning and analysing business continuity, ownership succession and management succession, including the requirements of different family members and generations.
- Assist with structures involving NRIs/non-resident trustees or beneficiaries, foreign trusts, overseas foundations and foreign assets, including Indian tax and FEMA implications.
- Support the team in understanding the broad implications of overseas succession laws, taxation and estate / inheritance tax regimes where relevant.
- Assist in drafting and reviewing trust deeds, Wills, family arrangements, shareholder agreements, family charters and related documents.
- Prepare presentations, technical notes and client-facing material and assist in family / client meetings.
- Support implementation of structures, including coordination for regis

📌 Assistant Manager-Succession Planning (Vadodara)
🏢 K C MehtaLLP
📍 Vadodara