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 robust 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 professional 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 [email protected]

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