Chartered Accountant - Wealth Advisory

We are seeking an experienced Chartered Accountant.

Key Responsibilities:

- Income Tax Advisory & Compliance

- Provide strategic advice on complex taxation matters

- Trusts & Estate Structuring

- Set up and manage private family trusts, charitable trusts, and offshore structures

- Draft trust deeds in collaboration with legal advisors

- Advise on revocable vs irrevocable trusts, roles of settlors, trustees, and beneficiaries

- Maintain compliance and reporting for trusts under Income Tax, FEMA, and FCRA

- Work with legal teams to draft Wills, family constitutions, shareholding arrangements, and succession blueprints

- Support in execution of inheritance plans, asset transfers, and business continuity strategies

- Family Settlements & Dispute Advisory

- Provide financial advisory in inter-family negotiations, realignments, or demergers

Qualifications:

- Chartered Accountant (CA) with 3-7 years of post-qualification experience

- Exposure to family offices or wealth advisory firms

Location: Connaught Place, Delhi

Work Days & Time: Monday - Saturday: 9.30am - 06.00pm

2nd & 4th Saturday: Off