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Job Description & How to Apply Below
Dear Applicants,
Greetings from Hindustan platinum!!
Job Title:
Family Office Manager
Location:
India
Reporting To:
Family Directors / Trustees / Promoters
Role Overview :
The Family Office Manager will be responsible for end-to-end management of financial operations, investments, compliance, reporting, and stakeholder coordination for a single or multi-family office. The role requires a qualified Chartered Accountant with strong exposure to Indian and international taxation, investment coordination, and high standards of governance and confidentiality.
Key Responsibilities
1. Stakeholder & Institutional Liaison
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 invesents, 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
- 7–15 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
Interested candidates can share profiles on
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