Dear Applicants,

Greetings from Hindustan platinum!!

Job Title: Family Office Manager

Location: India

Reporting 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 Responsibilities

- Stakeholder & Institutional Liaison
- Portfolio Monitoring & Reporting:
- Prepare periodic MIS and portfolio reports (daily / monthly / quarterly) for family members and directors - Track performance across asset classes including equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternative investments - Reconcile broker statements, CAS, bank accounts, and custodian reports
- Taxation & Statutory Compliance (India & International):
- Oversee income tax returns for individuals, HUFs, trusts, and group entities Compute and ensure timely payment of advance tax - Manage TDS compliance including deductions, challans, returns, and Form 16/16A - Oversee GST compliance where applicable - Coordinate international taxation matters including DTAA, FEMA, foreign income, overseas investments, and disclosures - Liaise with domestic and international tax advisors, auditors, and consultants
- Payments, Banking & Cash Flow Management:




- Manage bank accounts, fund flows, and liquidity planning - Ensure timely payments for invesents, taxes, vendors, utilities, and professional fees - Oversee credit card usage, limits, statement reconciliations, and due date payments - Prepare cash flow forecasts and fund requirement schedules
- Accounting, Records & Documentation:
- Maintain accurate financial records, investment registers, and transaction documentation - Coordinate bookkeeping and ensure audit readiness at all times - Maintain digital and physical records of agreements, contracts, and statutory filings
- Governance, Risk & Confidentiality:
- Ensure strict confidentiality of family financial and personal information - Support governance frameworks for trusts, entities, and holding structures - Assist in statutory audits, assessments, and regulatory reviews

Qualifications & Experience:

- Chartered Accountant (CA) – mandatory - 7–15 years of relevant experience in family office, private wealth, investment management, or senior finance roles - Strong 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 accuracy - Ability to handle sensitive and confidential matters - Solid MIS, reporting, and analytical skills - Advanced Excel and financial tools proficiency

Interested candidates can share profiles on [email protected]

📌 Hiring For Family Office - Wadala - CA (Mumbai)
🏢 Hindustan Platinum
📍 Mumbai