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 Direct Tax professional to work on tax advisory, compliance, and structuring matters. The role involves advising High Net Worth Individuals (HNI), family offices, and business owners on tax-efficient structures, cross-border transactions, succession planning, and regulatory compliance.

The candidate will collaborate with the CEO and Senior Tax Partner, participate in strategic client discussions, and support complex tax matters including litigation and investment structuring.

Key Responsibilities:

Tax Advisory & Structuring

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

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

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

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

Client Advisory & Strategic Discussions

- Participate in client meetings along with the CEO and Senior Tax Partner.

- Assist in analyzing tax implications for investments, restructuring, and transactions.

- Prepare advisory notes, presentations, and documentation for strategic tax planning.

Litigation & Compliance

- Assist in tax litigation matters, including preparation of responses to notices and representation support.

- Ensure compliance with Direct Tax regulations and statutory requirements.

- Oversee and review Income Tax Return filings for individuals, Trusts, LLPs, and entities.

Documentation & Planning

- Assist in drafting wills and estate planning documents in coordination with advisors.

- Prepare documentation related to investment structures and tax planning frameworks.

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

Required Skills & Expertise:

- Strong knowledge of Direct Taxation and Income Tax Act.

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

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

- Knowledge of Trusts, LLP structures, and estate planning frameworks.

- 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

- 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.

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.

- Work on diverse tax matters including advisory, litigation support, and regulatory compliance.

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