Private Client & Family Office Advisory

Job Description

Role Overview

We are looking for a qualified Chartered Accountant to join our Private

Client and Family Office Advisory team.

The role offers an opportunity to work closely with promoters, HNIs/UHNIs, family businesses and global families on taxation, transaction advisory, family office structuring, private trusts, succession planning and cross-border matters.

The candidate will be responsible for providing high-quality advisory and client servicing while assisting in the execution of complex private client assignments.

Qualification and Experience

• Qualified Chartered Accountant
• 1 to 2 years of post-qualification experience in taxation or advisory
• Experience in HNI taxation, private trust structuring or family office advisory will be preferred
• Working knowledge of FEMA and cross-border taxation would be an advantage
• Strong analytical, research, communication and client-handling skills

Key Responsibilities

• Advising HNIs, UHNIs, promoters and family businesses on direct tax and regulatory matters
• Assisting in the structuring and establishment of family offices and private family trusts
• Working on succession planning, estate planning and family governance assignments
• Supporting transaction advisory and cross-border structuring engagements
• Analysing FEMA implications relating to overseas assets, investments and remittances
• Preparing advisory notes, presentations, proposals and client deliverables
• Coordinating with lawyers, bankers, trustees, investment advisors and other stakeholders
• Managing regulatory, tax and compliance requirements relating to private clients and trusts
• Conducting technical research on tax, FEMA, trust and succession-related matters
• Maintaining strong client relationships and ensuring timely delivery of assignments

What the Role Offers

• Practical exposure to private client and family office advisory
• Opportunity to work on family office, private trust and succession structures
• Exposure to direct tax, FEMA, cross-border structuring and regulatory compliance
• Opportunity to interact with promoters, HNIs/UHNIs, family businesses and global families
• Experience in handling complex and customised advisory assignments
• A collaborative environment with strong learning and professional growth opportunities

More Info

Education