Chartered Accountant - Tax Structuring & Family Governance Advisor

Position Summary:

The role focuses on providing high-touch tax structuring, succession planning, and transaction advisory to Ultra-High-Net-Worth Individuals (UHNIs), business promoters, and Family Offices. The candidate will serve as a subject-matter expert bridging commercial transactions and legal/tax frameworks, advising clients on family governance, private trusts, mergers, cross-border holding structures, and estate transitions.

Key Responsibilities:

1. Succession Planning & Family Governance:

- Draft and structure family arrangement documents, family constitutions, settlement deeds, and private family trust deeds to facilitate smooth inter-generational wealth transfers.

- Advise promoter families on reorganizing operating companies and personal asset holdings to minimize capital gains leakage and prevent family disputes.

- Design ring-fencing structures and asset-protection mechanisms tailored to complex family balance sheets.

2. Transaction Tax & Corporate Reorganization:

- Review and analyze key transaction agreements (Share Purchase Agreements, Shareholders Agreements, Joint Venture Agreements, Debenture Trust Deeds) from a tax, regulatory, and commercial standpoint.

- Advise clients on domestic restructurings, including mergers, demergers, slump sales, and capital reduction exercises.

- Model and evaluate post-merger capitalization tables (cap tables) to analyze promoter dilution, stamp duty liabilities, and anti-abuse provisions under Section 56(2)(x).

3. Private Capital & Fund Advisory:

- Resolve complex direct tax, FEMA, and regulatory queries arising from inbound/outbound investments, angel investments, and commitments into Alternative Investment Funds (Category I, II, and III AIFs).

- Advise on the tax implications of structured debt and hybrid instruments, unlisted equity exits, and secondary share sales.

- Ensure alignment with Double Tax Avoidance Agreements (DTAA), General Anti-Avoidance Rules (GAAR), and Place of Effective Management (POEM) guidelines.