EY - Senior Manager/Director - Family Office Practice - CA

Job Overview

The locational SPOC for EY's Family Office Practice will play a critical role in overseeing and managing the relationship with location specific family offices. This individual should have a broad understanding of Indian Accounting Standards (related to accounting entries, books of accounts), Indian regulatory framework and compliance (RBI), SEBI, company secretarial matters and direct and indirect tax.

Key Responsibilities

- Have a PoV and general understanding of financial operations and direct financial planning and structure for family offices.

- Having client conversations related to compliances, including Indian Accounting Standards (related to accounting entries), tax and regulatory compliances, company secretarial related compliances and matters related to regulatory compliances.

- Understand MIS reporting systems, budgets, forecasts.

- Provide strategic recommendations to family office principals on financial matters.

- Coordinate with external auditors, relevant consulting teams and regulatory bodies to advise on compliance with all financial and legal requirements of the Family Office clients.

- Understand and work to engage with Family Offices/ principals on Digital Technology tools.

Qualifications

- Chartered Accountant (preferred). Alternatively, a degree in Finance, Accounting, or a related field (master's degree preferred).

- Financial Controller in an Indian promoter led organisation or handing Family office matters preferably for Indian promoters.

- Ability to communicate effectively with all levels of the organization.

- Experience in leading and managing teams.

- Working knowledge of Tally, other financial software, and MS Office Suite.