Dear Applicants,Greetings from Hindustan platinum!!Job Title: Family Office ManagerLocation: IndiaReporting To: Family Directors / Trustees / Promoters Role Overview:The Family Office Manager will be responsible for end-to-end management of financial operations, investments, compliance, reporting, and stakeholder coordination for a single or multi-family office. The role requires a qualified Chartered Accountant with strong exposure to Indian and international taxation, investment coordination, and high standards of governance and confidentiality.Key Responsibilities1. Stakeholder & Institutional Liaison2. Portfolio Monitoring & Reporting:Prepare periodic MIS and portfolio reports (daily / monthly / quarterly) for family members and directorsTrack performance across asset classes including equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternative investmentsReconcile broker statements, CAS, bank accounts, and custodian reports3. Taxation & Statutory Compliance (India & International):Oversee income tax returns for individuals, HUFs, trusts, and group entities Compute and ensure timely payment of advance taxManage TDS compliance including deductions, challans, returns, and Form 16/16A Oversee GST compliance where applicableCoordinate international taxation matters including DTAA, FEMA, foreign income, overseas investments, and disclosures Liaise with domestic and international tax advisors, auditors, and consultants4. Payments, Banking & Cash Flow Management:
Manage bank accounts, fund flows, and liquidity planningEnsure timely payments for invesents, taxes, vendors, utilities, and professional feesOversee credit card usage, limits, statement reconciliations, and due date payments Prepare cash flow forecasts and fund requirement schedules5. Accounting, Records & Documentation: Maintain accurate financial records, investment registers, and transaction documentationCoordinate bookkeeping and ensure audit readiness at all timesMaintain digital and physical records of agreements, contracts, and statutory filings6. Governance, Risk & Confidentiality: Ensure strict confidentiality of family financial and personal informationSupport governance frameworks for trusts, entities, and holding structures Assist in statutory audits, assessments, and regulatory reviews Qualifications & Experience: Chartered Accountant (CA) – mandatory7–15 years of relevant experience in family office, private wealth, investment management, or senior finance rolesStrong hands-on exposure to Indian taxation and working knowledge of international tax laws (DTAA, FEMA) Key Skills & Competencies: Strong stakeholder and relationship management High attention to detail and accuracyAbility to handle sensitive and confidential matters Robust MIS, reporting, and analytical skillsAdvanced Excel and financial tools proficiencyInterested candidates can share profiles on
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📌 Hiring For Family Office - Wadala - Ca (Maharashtra)
🏢 Hindustan Platinum
📍 Maharashtra