Job Title: Head Finance, Accounts & Tax Location: Mumbai Industry: Family Office / Investment Management/Wealth Management Experience: 1015 years Qualification: CA / CPA (Mandatory) Job Description: We are seeking a seasoned finance professional to lead and manage the finance, accounts, and taxation function for a diversified, investment-focused family office. The ideal candidate will have deep expertise in managing financial operations, tax strategy, and regulatory compliance across multiple asset classes. Key Responsibilities: - Lead and oversee financial accounting, reporting, and bookkeeping for a multi-asset investment portfolio. - Ensure timely and accurate tax filings across direct, indirect, and investment-linked tax categories. - Drive tax optimization strategies while ensuring full regulatory compliance. - Manage statutory, internal, and tax audits, and liaise with auditors, consultants, and regulatory authorities. - Prepare and monitor financial statements, MIS, and cash flow reports. - Implement internal controls, governance processes, and compliance frameworks. - Provide financial insights and recommendations to senior stakeholders for strategic decision-making. - Stay updated on evolving tax laws and investment-related compliance regulations. - Lead finance team operations and build scalable processes to support growth. Desired Profile: - Chartered Accountant (CA) / CPA with a minimum of 10 years of relevant experience. - Proven experience in managing finance and tax functions in a family office, investment firm, or wealth management setup. - Sound understanding of multi-asset investment structures (real estate, equities, private equity, etc.). - Strong leadership, analytical, and problem-solving abilities. - Excellent interpersonal skills for engaging with internal teams and external stakeholders. What We Offer: - Opportunity to lead the finance charter for a well-capitalized investment entity. - Exposure to strategic decision-making and diversified asset classes. - A stable yet intellectually stimulating work environment.

Mumbai

Head - Finance/Accounts & Tax - BFSI - CA/CPA 

Job Description for Head - Finance/Accounts & Tax - BFSI - CA/CPA  in Upraisal People Productivity Performance in  Mumbai for (10-15) years of experience. Apply Now!