Job Title: Tax & Legal Consultant Direct Tax, Legal Advisory & HNI Wealth Structuring

Experience: 5+ Years

Qualification: CA with relevant tax and legal experience

About the Company:

4thoughts Finance is a Multi-family office and Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering since 2015. Working closely with generation next leaders, the firm has a niche set of offerings which are tailor-made to suit its client's needs and requirements. The firm's activities are focused on providing wealth management, advisory on cross-border structures and transactions, advisory on business structuring, sourcing, and converting domestic as well as cross-border investment banking deals.

Role Overview:

We are looking for an experienced Tax & Legal professional to work on a diverse mix of direct tax, legal, and advisory matters. The role involves advising High Net Worth Individuals (HNI), family offices, and business owners on tax efficient structures, cross-border transactions, trust deed drafting and incorporation, review of transaction and legal documents (including Shareholders Agreements (SHA), Share Purchase Agreements (SPA), Deed of Trust (DTD), and Term Sheets (TS)), income tax return filing, estate planning, succession planning, cash flow finalisation for family/home offices, and regulatory compliance.

Key Responsibilities:

Tax Advisory & Structuring:

- Assist in designing tax-efficient investment structures including Trusts, LLPs, and other investment holding structures.

- Assist in providing advisory on Direct Tax matters for HNI clients, family offices, and business entities.

- Advise on cross-border transactions, international tax implications, and regulatory considerations.

- Support clients in wealth structuring, estate planning, and succession planning strategies.

Trust, Legal Documentation & Transaction Advisory:

- Draft, review, and support the incorporation of trust deeds, and conduct periodic and transaction-linked reviews of trust structures, including compliance status and beneficiary/trustee obligations.

- Support private fund-raise transactions for clients and business entities, including tax structuring, documentation review, and coordination with legal/financial advisors.

- Undertake review and negotiation of transaction and legal documents including Shareholders Agreements (SHA), Share Purchase Agreements (SPA), Deed of Trust (DTD), Term Sheets (TS), and related annexures from a tax and legal perspective, flagging implications and structuring considerations.

- Assist in structuring and documentation of estate planning mandates, including Wills, family trusts, and succession arrangements, in coordination with legal counsel.

- Coordinate ongoing advisory and operational activities arising from trust reviews, fund-raise mandates, and estate planning engagements, ensuring timelines and client expectations are met.

Income Tax Compliance & Filing:

- Prepare and finalise income tax return (ITR) filings for HNI clients, family offices, trusts, and business entities.

- Compute and ensure timely payment of advance tax, TDS, and other statutory tax obligations.

- Assist in handling tax assessments, scrutiny proceedings, and responses to notices from income tax authorities, in coordination with the Senior Tax Partner.

- Maintain accurate records and documentation to support filings, audits, and litigation.

- Work closely with the compliance team to ensure timely filing and regulatory adherence.

Cash Flow & Financial Planning for Family/Home Offices:

- Prepare and finalise cash flow statements and projections for client family/home offices.

- Support budgeting, fund allocation, and liquidity planning for HNI families and their home office operations.

- Coordinate with internal finance teams, accountants, and external advisors to ensure accurate and timely financial reporting.

Required Skills & Expertise:

- Strong knowledge of Direct Taxation, Income Tax Act, and Income Tax return Filing procedures.

- Experience working with HNI clients, family offices, or wealth management firms.

- Exposure to cross-border tax transactions and investment structuring.

- Knowledge of Trusts (including trust deed drafting and incorporation), LLP structures, and estate planning frameworks.

- Working knowledge of corporate/contract law and legal drafting including SHA, SPA, DTD, and Term Sheets with the ability to review documents from both a tax and legal lens.

- Hands-on experience or exposure to private fund-raise transactions, review of transaction documents, and finalising cash flow statements for family/home offices.

- Experience in tax litigation support and regulatory compliance.

- Ability to participate in strategic discussions with senior leadership and clients.

- Strong analytical, documentation, and communication skills.

Eligibility:

- Chartered Accountant (CA) - Mandatory; additional legal qualification (LLB) or strong legal drafting exposure preferred.

- 5+ years of experience in Direct Tax, preferably in Big 4 / Tax Advisory / Wealth Management firms.

- Experience handling HNI clients, family offices, and complex tax structures will be an advantage.

- Prior exposure to trust administration, private fund-raise transactions, or estate planning advisory will be an advantage.

Why Join 4Thoughts Finance?:

- Opportunity to work closely with HNI clients and family offices on complex tax advisory and structuring matters.

- Direct exposure to strategic discussions with the CEO and Senior Tax Partner.

- Hands-on experience in cross-border transactions, investment structuring, and succession planning.

- Exposure to trust reviews, private fund-raise transactions, and estate planning advisory and operations.

- Work on diverse tax and legal matters including advisory, trust deed drafting and incorporation, transaction document review (SHA, SPA, DTD, TS), litigation support, and regulatory compliance.

- Be part of a growing wealth management and family office platform with strong learning opportunities.

Contact: Jeyasuriya R, 9740527868