About the role
Hiring: Family Office Manager – Finance, Taxation & Investments | Mumbai
Location: Mumbai
Experience: 8–15 Years
Qualification: CA preferred
CTC: Up to ₹30–35 LPA
We are looking for a CA-qualified finance professional to manage the Finance, Accounts, Taxation, Investment Accounting, Compliance and MIS function for a prominent HNI family office in Mumbai.
Key responsibilities:
- Manage family office accounts, financial reporting and MIS
- Handle taxation including Income Tax, TDS and GST
- Manage investment accounting and reporting across Equity, PMS, Mutual Funds, Bonds, AIFs and other investments
- Coordinate Statutory, Internal and Tax Audits
- Monitor and report on family-owned real estate and related financial matters
- Coordinate with CAs, Tax Advisors, Auditors, Banks, Wealth Managers and Investment Advisors
- Review and supervise the existing finance/accounts team
- Act as the key finance interface with senior family members and advisors
- Ensure confidentiality, accuracy and timely compliance
Ideal Candidate:
Qualified CA with 8+ years of experience in Family Office / Private Wealth / HNI-UHNI / Promoter Group / Family Business / CA Advisory environment, with strong exposure to Accounts, Taxation, Investments, MIS and Compliance.
Candidates with prior experience managing finances for HNI/UHNI families or promoter groups will be preferred.