Chartered Accountant – Tax Structuring & Family Governance Advisor Skillventory

The Corporate Institute; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a senior tax advisory specialist to guide UHNI clients through complex wealth and corporate structures. You will bridge business needs with legal and tax frameworks, advising on family governance, private trusts, and succession planning across generations.

Lead cross-border transactions, evaluate cap tables, and align tax outcomes with regulatory requirements for promoter families and family offices.

Qualifications

• Experience in high-net-worth tax planning and advisory.
• Strong understanding of Indian tax laws and regulatory frameworks.
• Ability to coordinate with legal, financial and family offices.

Responsibilities

• Provide high-touch tax structuring and succession planning for UHNI clients.
• Advise on family governance, private trusts, and inter-generational wealth transfers.
• Assist with cross-border holding structures, M&A tax implications, and GAAR/DTAA alignment.

Skills

Tax advisory

Succession planning

Cross-border transactions

FEMA GAAR POEM knowledge

Job description

Position Summary:

The role focuses on providing high-touch tax structuring, succession planning, and transaction advisory to Ultra-High-Net-Worth Individuals (UHNIs), business promoters, and Family Offices. The candidate will serve as a subject-matter expert bridging commercial transactions and legal/tax frameworks, advising clients on family governance, private trusts, mergers, cross-border holding structures, and estate transitions.

Key Responsibilities:

1. Succession Planning & Family Governance:

• Draft and structure family arrangement documents, family constitutions, settlement deeds, and private family trust deeds to facilitate smooth inter-generational wealth transfers.
• Advise promoter families on reorganizing operating companies and personal asset holdings to minimize capital gains leakage and prevent family disputes.
• Design ring-fencing structures and asset-protection mechanisms tailored to complex family balance sheets.

2. Transaction Tax & Corporate Reorganization:

• Review and analyze key transaction agreements (Share Purchase Agreements, Shareholders Agreements, Joint Venture Agreements, Debenture Trust Deeds) from a tax, regulatory, and commercial standpoint.
• Advise clients on domestic restructurings, including mergers, demergers, slump sales, and capital reduction exercises.
• Model and evaluate post-merger capitalization tables (cap tables) to analyze promoter dilution, stamp duty liabilities, and anti-abuse provisions under Section 56(2)(x).

3. Private Capital & Fund Advisory:

• Resolve complex direct tax, FEMA, and regulatory queries arising from inbound/outbound investments, angel investments, and commitments into Alternative Investment Funds (Category I, II, and III AIFs).
• Advise on the tax implications of structured debt and hybrid instruments, unlisted equity exits, and secondary share sales.
• Ensure alignment with Double Tax Avoidance Agreements (DTAA), General Anti-Avoidance Rules (GAAR), and Place of Effective Management (POEM) guidelines.