About the Role A leading qualified consulting firm is expanding its Succession Planning & Family Advisory practice and is looking for an experienced CA to work with business families, promoters and HNIs on succession, estate planning and wealth structuring assignments.

Key Responsibilities

- Lead succession and estate planning assignments for business families and HNIs.

- Analyse family objectives, ownership structures, business continuity and long-term succession plans.

- Design and evaluate structures involving private trusts, Wills, family arrangements, gifts, partition arrangements and Family Charters.

- Advise on ownership and management succession and next-generation transition.

- Evaluate succession structures in the context of M&A;, restructuring, business sales and IPOs.

- Analyse Indian tax, stamp duty, Companies Act, FEMA and SEBI implications.

- Work on assignments involving NRIs, foreign trusts, overseas foundations and foreign assets.

- Draft/review trust deeds, Wills, family arrangements,



shareholder agreements and related documents.

- Prepare technical notes, presentations and client-facing material.

- Lead client discussions and coordinate with tax, legal, regulatory and other specialists.

- Review and guide the work of junior team members.

Candidate Profile

- Qualified Chartered Accountant with 3–9 years of post-qualification experience.

- Experience in Tax Advisory, International Tax, Transaction Advisory, Private Client Advisory, Wealth Structuring, Estate/Succession Planning or related areas.

- Strong analytical, research, drafting and communication skills.

- Ability to independently manage assignments and interact with clients.

- Experience with business families, promoters, HNIs or family offices will be an advantage.

Pay: ₹2,500,000.00 - ₹3,500,000.00 per year

Work Location: In person

📌 Manager / Deputy Manager – Succession Planning & Family Advisory (Mumbai City)
🏢 Career Click
📍 Mumbai City