Wealth Structuring Professional - Private Wealth - Financial Services

Company profile:

Our Client is one of India's leading diversified financial services company providing a broad range of financial products and services to a substantial and diversified client base that includes corporations, institutions and individuals.

Job Description

- Chartered Accountant / Lawyer having minimum 3-4 years experience in the field of advising clients on succession planning of family businesses or M&A taxation or group restructuring

- The candidate shall report to the Head of Wealth Structuring and Tax in Private Wealth

- The Wealth Structuring and Tax team assists the Private Wealth clients of the company in planning for succession, restructuring their businesses and entities, tax advisory on stake sale/ acquisitions, etc. The client segment would include promoter families and large corporate relationships.

KRA:

Assisting in advising clients on wealth structuring, succession planning, asset transfers, acquisition and divestment advisory, and allied tax and regulatory matters

Research on taxation matters / regulatory matters on various issues

Keeping updated on the latest trends in family businesses and succession of these businesses

Making presentations for clients as well as internal circulation

Keeping updated on the latest tax and regulatory happenings

Desired Skill set:

Sound knowledge in Trusts, HUFs, LLPs, Companies, etc

Very good knowledge in income tax, SEBI, FEMA, FDI, Company law, etc

Good understanding of FEMA aspects, especially relevant to NRIs

Strong communication and inter personal skills

Attitude of learning more about the complex restructuring and succession planning structures, so you are up to date with opportunities for our clients

Industry expertise that ensures practical application of your knowledge .

Rabab Rizvi