Hiring For Family Accounts - Wadala

Hindustan Platinum; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Hindustan Platinum in Mumbai is seeking an experienced Family Office Manager to oversee end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders.

You will monitor asset classes, ensure governance, and maintain audit-ready records while upholding strict confidentiality. The role requires strong exposure to Indian taxation and investment monitoring, with governance at the forefront.

Qualifications

• CA with 7+ years in family office or private wealth management.
• Strong exposure to taxation, investments, and financial reporting.
• High discretion and confidentiality in governance matters.
• Working knowledge of DTAA and FEMA; cross-border investments.

Responsibilities

• Monitor and track performance across asset classes including equities, funds, real assets.
• Reconcile broker statements, bank accounts, and custodian reports.
• Manage income tax filings for individuals, HUFs, trusts, and groups.
• Ensure timely payment of advance tax and statutory dues.
• Oversee TDS compliance including returns and Form 16/16A.
• Coordinate GST compliance where applicable.
• Handle international taxation matters including DTAA and FEMA.
• Oversee banking operations, cash flow planning, and payments.
• Maintain financial records and audit-ready documentation.
• Support governance and maintain strict confidentiality.

Skills

Family Office Operations

Investment Monitoring

Taxation & Compliance

DTAA & FEMA

MIS & Financial Reporting

Stakeholder Management

Advanced Excel

Education

CA

Job description

Dear Applicants,

Greetings from Hindustan platinum.

We are looking for an experienced Family Office Manager to handle end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders for a family office setup. The role requires strong exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governance.

Key Responsibilities

• Monitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternatives
  


• Reconcile broker statements, CAS, bank accounts, and custodian reports
  


• Manage income tax filings for individuals, HUFs, trusts, and group entities
  


• Ensure timely payment of advance tax, self-assessment tax, and statutory dues
  


• Handle TDS compliance including deductions, returns, and Form 16 / 16A
  


• Manage GST compliance where applicable
  


• Coordinate international taxation matters including DTAA, FEMA, foreign income, and overseas investments
  


• Manage banking operations, fund flows, cash flow planning, and payments
  


• Maintain financial records, investment registers, and audit-ready documentation
  


• Ensure strict confidentiality and support governance and compliance requirements
  

Key Skills

• Family Office Operations
  


• Investment & Portfolio Monitoring
  


• Indian Taxation & Compliance
  


• DTAA, FEMA (Working Knowledge)
  


• MIS & Financial Reporting
  


• Stakeholder Management
  


• Advanced Excel
  

Desired Candidate Profile

• Qualified Chartered Accountant (CA)
  


• 7-15 years of relevant experience in family office, private wealth, investment management, or senior finance roles
  


• Strong exposure to taxation, investments, and financial reporting
  


• High level of discretion and attention to detail