AGM – Finance & Taxation will be responsible for managing day-to-day finance, accounting, taxation, and compliance matters of the Promoter’s Family Office. The role requires solid hands-on expertise in taxation, group accounting, trust structures, and promoter-level personal finance, while working closely with legal advisors, auditors, and external consultants.

This position demands high integrity, confidentiality, and ownership, given the sensitivity of promoter and family financial matters.

- Accounting & Financial Management

Maintain and supervise books of accounts for:

- Promoters (individuals & HUFs)
- Family trusts
- Holding companies, SPVs, LLPs, and investment entities
- Ensure timely monthly, quarterly, and annual closures.
- Prepare MIS, cash-flow statements, and consolidated net-worth statements.
- Coordinate statutory audits and internal reviews.

2. Taxation (Core Responsibility)

Handle direct taxation including

- Personal income tax returns of promoters
- Trust taxation (Sections 161/164)
- Capital gains (listed, unlisted, ESOPs, real estate)
- Manage corporate tax compliance for group entities.
- Oversee TDS, advance tax, and tax provisioning.
- Handle tax notices, assessments,



and reconciliations with tax authorities.
- Work with tax advisors to implement legally sound tax-planning strategies.

3. Group Structuring & Transactions Support

Support restructuring exercises, including:

- Share transfers, gifts, capital reduction, buybacks
- Trust and succession-linked transactions
- Assist in financial modelling and tax impact analysis for restructuring.
- Work closely with Legal & Secretarial teams on documentation and execution.

4. Investment & Asset Tracking

Track and reconcile

- Equity investments (listed & unlisted)
- Real estate assets
- AIFs, PMS, bonds, and other instruments
- Maintain investment schedules and support performance reporting.
- Coordinate with portfolio managers, banks, and advisors on fund movements.

5. Compliance, Controls & Coordination

Ensure compliance with

- Income-tax Act
- Trust laws
- FEMA / ODI / LRS (where applicable)
- Maintain proper documentation, audit trails, and records.
- Liaise with auditors, tax consultants, bankers, and regulators.
- Assist in setting up basic SOPs and internal financial controls for the family office.

📌 AGM - Finance & Taxation (Family Office) (Gurugram)
🏢 Eastman Auto u0026 Power
📍 Gurugram