Chartered Accountant - Family Office & Tax Advisory

Chartered Accountant (CA) - Family Office & Tax Advisory

Experience: 1 - 3 Years

Qualification: Chartered Accountant (CA)

Function: Family Office, Taxation & Advisory

About the Role:

We are looking for a qualified and motivated Chartered Accountant to join our team at a Family Office and Tax Advisory firm. The role will involve working on specialised advisory assignments for HNI/UHNI families, family-owned businesses, and NRI clients, with a focus on taxation, mergers and acquisitions, succession planning, and family settlements.

The ideal candidate should have strong technical knowledge, good analytical skills, and an interest in working on complex financial, tax, and family business advisory matters.

Key Responsibilities:

1. Taxation & NRI Advisory:

- Provide tax advisory and planning support to NRI clients.

- Assist with matters relating to residential status, income tax implications, capital gains, and other applicable tax provisions.

- Support tax compliance, return filings, and advisory assignments for individuals, families, and family-owned businesses.

- Research and analyse tax implications of domestic and cross-border transactions.

2. Mergers & Acquisitions (M&A):

- Assist in evaluating and analysing potential M&A transactions.

- Support financial analysis, tax due diligence, and transaction structuring.

- Prepare financial workings, transaction summaries, and advisory reports.

- Coordinate with clients and other professional advisors during transaction execution.

3. Family Business Succession Planning:

- Assist in developing succession planning strategies for family-owned businesses.

- Analyse tax and financial implications of business transfers, ownership restructuring, and wealth transition.

- Support the preparation of succession-related reports and structuring options.

4. Family Settlements & Wealth Structuring:

- Assist in analysing and structuring family settlements and arrangements for wealth transfer.

- Evaluate tax implications of transfers, gifts, reorganisations, and other family arrangements.

- Coordinate with legal professionals and other stakeholders on family settlement matters.

- Conduct research on relevant tax, regulatory, and structuring considerations.

5. Research, Analysis & Client Deliverables:

- Conduct technical research on taxation, corporate structuring, and advisory matters.

- Prepare presentations, reports, financial models, and client-ready documentation.

- Assist senior team members in developing practical and tax-efficient solutions for clients.

- Maintain high standards of accuracy, confidentiality, and professionalism.

Required Skills & Competencies:

- Qualified Chartered Accountant with 1 - 3 years of relevant experience.

- Working knowledge of Indian taxation, with exposure to NRI taxation preferred.

- Exposure to M&A, succession planning, family settlements, or transaction advisory will be an advantage.

- Strong analytical, research, and problem-solving skills.

- Excellent written and verbal communication skills.

- Proficiency in MS Excel and PowerPoint.

- Ability to manage multiple assignments and work effectively in a client-focused environment.

- High levels of integrity and discretion when handling confidential financial and family matters.

What We Offer:

- Opportunity to work on specialised family office and tax advisory assignments.

- Exposure to HNI/UHNI families, family businesses, and NRI clients.

- Hands-on experience in M&A, succession planning, family settlements, and tax structuring.

- A collaborative environment with opportunities for professional growth and learning.