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

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.