Job Description

Dear Applicants,


Greetings from Hindustan platinum.


We are looking for an experienced Family Office Accounts to handle end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders for a family office setup. The role requires strong exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governance.


Key Responsibilities :


  • Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance companies
  • Coordinate account openings, KYC, investment execution, redemptions, and documentation
  • Track corporate actions, dividends, interest income, and maturity proceeds
  • Monitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternatives
  • Reconcile broker statements, CAS, bank accounts, and custodian reports
  • Manage income tax filings for individuals.
  • Ensure timely payment of advance tax, self-assessment tax, and statutory dues
  • Handle TDS compliance including deductions, returns, and Form 16 / 16A
  • Manage GST compliance where applicable
  • Manage banking operations, fund flows, cash flow planning, and payments
  • Maintain financial records, investment registers, and audit-ready documentation
  • Ensure strict confidentiality and support governance and compliance requirements


Key Skills :


  • Family Office Operations
  • Investment & Portfolio Monitoring
  • Indian Taxation & Compliance
  • DTAA, FEMA (Working Knowledge)
  • MIS & Financial Reporting
  • Stakeholder Management
  • Advanced Excel


Desired Candidate Profile :


  • Qualified Chartered Accountant (CA)
  • 7-15 years of relevant experience in family office, private wealth, investment management, or senior finance roles
  • Strong exposure to taxation, investments, and financial reporting
  • High level of discretion and attention to detail


Interested candidates can share resume on :

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