Manager- Family office

Human Caliber.; Mumbai; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Human Caliber. is seeking a qualified Chartered Accountant with 4+ years in family office or senior finance roles to lead taxation, reporting, and governance across India and international matters. You will liaise with banks, custodians, and tax advisors while ensuring compliance and audit readiness.

The role emphasizes strong MIS skills, relationship management, and meticulous financial controls within a private wealth or investment management context.

Qualifications

• Chartered Accountant (CA) is mandatory.
• Minimum 4+ 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).

Responsibilities

• Coordinate stakeholder and institutional liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, registrars, and insurers.
• Prepare periodic MIS and portfolio reports for family members and directors across daily, monthly and quarterly timelines.
• Monitor tax compliance for individuals, HUFs, trusts and group entities, and oversee GST compliance where applicable.
• Manage bank accounts, cash flow, liquidity planning, and timely payments for investments and taxes.
• Maintain accurate financial records, investment registers, and audit-ready documentation.
• Support governance frameworks for trusts, entities, and holding structures while ensuring confidentiality.

Skills

CA qualification

Senior finance exposure

Taxation knowledge

Education

Chartered Accountant

Job description

Key Responsibilities

1. Stakeholder & Institutional Liaison
   - Primary point of contact with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, registrars, and insurance providers (India and overseas)
   - Coordinate account openings, KYC, investment execution, redemptions, and documentation
   - Track corporate actions, dividends, interest, maturity proceeds, and settlements
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 investments, 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
- 4+ 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

Compensation (Indicative India)

- Mid-size Family Office: 18-26LPA