13 Sep
|
Hindustan Platinum
|
Maharashtra
13 Sep
Hindustan Platinum
Maharashtra
Job DescriptionDear Applicants,
nGreetings from Hindustan platinum
n
n 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 solid exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governanc
ne.
n Key Responsibilitie
n
- n
- s : Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance compan
- niesCoordinate account openings, KYC, investment execution, redemptions, and documentan
- tionTrack corporate actions, dividends, interest income, and maturity procn
- eedsMonitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternatn
- ivesReconcile broker statements, CAS, bank accounts, and custodian repn
- ortsManage income tax filings for individun
- als.Ensure timely payment of advance tax, self-assessment tax, and statutoryn
- duesHandle TDS compliance including deductions, returns, and Form 16 /n
- 16AManage GST compliance where applicn
- ableManage banking operations, fund flows, cash flow planning, and paymn
- entsMaintain financial records, investment registers, and audit-ready documentan
- tionEnsure strict confidentiality and support governance and compliance requiremn
nents
n Key Ski
n
- n
- lls : Family Office Opern
- ationsInvestment & Portfolio Monin
- toringIndian Taxation & Compn
- lianceDTAA, FEMA (Working Known
- ledge)MIS & Financial Repn
- ortingStakeholder Manan
- gementAdvancedn
nExcel
n Desired Candidate Pro
n
- n
- file : Qualified Chartered Accountn
- ant (CA)7-15 years of relevant experience in family office, private wealth, investment management, or senior finann
- ce rolesStrong exposure to taxation, investments, and financial rn
- eportingHigh level of discretion
📌 Hiring For Family Office (Maharashtra)
🏢 Hindustan Platinum
📍 Maharashtra