About the Role A leading skilled consulting firm is looking for a senior Chartered Accountant to lead its Succession Planning & Family Advisory practice, advising business families, promoters and HNIs on succession, estate planning, ownership transition and wealth structuring.

Key Responsibilities
Lead complex succession and estate planning assignments for business families, promoters and HNIs.
Develop succession strategies aligned with family objectives, business structures and long-term goals.
Advise on private trusts, Wills, family arrangements, Family Charters, gifts, partition arrangements and holding structures.
Advise on ownership succession, management succession, business continuity and next-generation transition.
Evaluate succession implications of M&A;, restructuring, business sales, pre-IPO/IPO and listed-company scenarios.
Lead analysis of Indian tax, stamp duty, Companies Act, FEMA and SEBI implications.
Handle assignments involving NRIs, foreign trusts, overseas foundations and foreign assets.
Review/finalise trust deeds, Wills, shareholder agreements, Family Charters and other succession documents.




Lead client discussions and present structuring alternatives and recommendations.
Coordinate with internal and external tax, legal, regulatory, valuation and transaction specialists.
Mentor and review the work of junior and mid-level team members.
Contribute to the growth and development of the Succession Planning & Family Advisory practice.

Candidate Profile
Qualified Chartered Accountant with 10+ years of post-qualification experience.
Robust experience in Succession/Estate Planning, Family Business Advisory, Private Client Advisory, Wealth Structuring, Tax Structuring, International Tax or Transaction Advisory.
Solid client management, technical, drafting and presentation skills.
Proven ability to independently lead complex advisory assignments.
Experience advising promoters, business families, HNIs or family offices will be strongly preferred.

Pay: ₹5,000,000.00 - ₹8,000,000.00 per year

Work Location: In person

📌 Associate Director / Director – Succession Planning & Family Advisory Mumbai (India)
🏢 Career Click
📍 India