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

1. Stakeholder & Institutional Liaison

2. 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

3. 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

4. Payments,



Banking & Cash Flow Management:

- Manage bank accounts, fund flows, and liquidity planning
- Ensure timely payments for invesents, taxes, vendors, utilities, and skilled fees
- Oversee credit card usage, limits, statement reconciliations, and due date payments
- Prepare cash flow forecasts and fund requirement schedules

5. 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

6. 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
- Strong MIS, reporting, and analytical skills
- Advanced Excel and financial tools proficiency

Interested candidates can share profiles on

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