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.
Solid 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