Assistant Vice President/Senior Manager - Estate Planning Finance - CA

We're Hiring | Estate Planning - Finance

A Leading Bank - Trusteeship Division is looking for a CA-qualified professional to join their Estate Planning team in Mumbai.

Role: Estate Planning - Finance (AVP & Sr. Manager)

Location: Mumbai

Work Mode: Work from Office

- Experience: 2+ years

Qualification: CA Qualified

Key Responsibilities:

- Execution of investments and distribution to beneficiaries

- Coordination with internal teams and authorized signatories

- Ensuring accuracy, timeliness, and regular review of trust investments

- Annual audit and periodic review of books of accounts

- Advance tax calculation and quarterly client communication

- Preparation and filing of Income Tax, TDS, and GST returns

- Support in Income Tax Assessments & Scrutiny

- Coordination with Internal Auditors and External Auditors (IT, GST, etc.)