Manager - Accounts & Tax - Family Office - CA

A reputed business family is seeking a Manager - Accounts and Tax Role for their Family Office based in Mumbai (office at Lower Parel).

The person will be responsible for accounting and financial needs including audit and taxation, regulatory & financial reporting requirements for the Family Office entities which includes the family individuals, charitable entities, trusts, private limited companies, closely held partnerships, LLPs and other entities. He would be a key associate working closely with the family members, accounts team, investment committee/team and external advisors. The Family Office seeks a professional that has long a long-term career horizon and someone that would enjoy being part of a collaborative close knit working and management role and environment. Honesty and integrity are non-negotiable required values.

The responsibilities of this role will be broad and varied and include but not restricted to:

- Responsible for managing accounts, tax and compliance of the family office, which includes accurate recording of books of accounts, timely audit and tax optimization, calculation and filing across entities.

- Researching any accounting/tax issues that arise from investment transactions either domestically or global. Collaboration with tax professionals for any complex matters and advice.

- Design, implement and monitor controls over accounting and operations/service team including for banking operations.

- Reasonable knowledge of applicable tax provisions for income of various natures for Individuals, Trusts, Charitable trusts, LLP & Companies.

- Should be able to work with a team and able to coordinate with the team members to get work completed and should have strong Interpersonal relationship management.

- Should have basic knowledge of GST Provisions.

- Responsible for monitoring of cash position and requirements for liquidity for personal expenditures and investment and cash flow needs.

- Any other roles and duties necessary for the management and value creation of the family office in line with the vision, policies and value system of the Family Office.

- Knowledge of Family Trust and Estate Planning would be added advantage however the same is not compulsory.

QUALIFICATIONS:

- Qualified Chartered Accountant would be preferred. Minimum 5+ years of relevant professional experience in a family office / high-net-worth tax and investment accounting/audit firm.

- Prior experience of working for Family Office would be preferred. Should have reasonable knowledge of tax provisions applicable for investments in Overseas, PMS, AIF, PE Fund etc Solid knowledge of accounting principles and strong analytical skills

- Good working knowledge of MS office and Tally; a strong affinity for technology and automation. Detail-oriented, self-motivated, proactive, discreet, and trustworthy

- Strong work ethic, demonstrate the ability to work effectively as a team player and independently, and possess the flexibility necessary to engage in all functional and administrative aspects of an accounting and service role

- Enthusiastic team player who enjoys both strategic and hands on work Strong interpersonal, communication, and the ability to work effectively with all levels of stakeholders including family members, external and internal advisors and employees