Job Description

Job Title: CA Consultant

Client Location: Kharadi, Pune

Experience Level: 1-3 Years

Trust Operations – PMS Wealth

  • Perform BOD/EOD operational activities for PMS trust structures
  • Manage trust accounting, books of accounts, and periodic reconciliations aligned with PMS portfolios
  • Execute and process transactions in Mutual Funds, Equity, and Derivatives for PMS / Wealth clients
  • Monitor and ensure accurate trade settlements, corporate actions, and portfolio postings
  • Income Tax and Advance Tax calculations for trusts
  • GST and TDS computations (as applicable)
  • Coordinate with auditors, tax consultants, custodians, brokers, and internal wealth teams
  • Ensure adherence to SEBI regulations, PMS guidelines, and trust governance frameworks
  • Support internal audits, external audits, and regulatory reviews
  • Maintain accurate documentation and rep...

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