Accounting Specialist

Manager Personal Accounts, Taxation & Wealth Management

Location: Mumbai, India

Reporting To: Family Principal / Family Office Head

About the Role: We are seeking a highly experienced and trustworthy professional to manage the complete financial portfolio of an Ultra-High Net Worth Individual (UHNI) family. The role involves overseeing personal accounting, taxation, investments, and wealth management with the utmost confidentiality, precision, and compliance.

Key Responsibilities:-

• Personal Accounting & Finance
• Taxation & Compliances
• Wealth & Investment Management
• Property & Asset Oversight
• Confidential Administration

Desired Profile:

• Qualification: Chartered Accountant (CA), MBA (Finance), or Certified Financial Planner (CFP).
• Experience: 715 years managing personal/family accounts , UHNI portfolios, or private banking operations.
• Strong knowledge of taxation, investments, compliance, and accounting systems.
• Proficient in Tally, MS Excel, and digital accounting tools.
• Excellent communication, discretion, and organizational abilities.

Job Location: Andheri West, Mumbai

Working Days: Alternate Saturday's will be off

If you are seriously considering a career move, please share your updated resume for our review and evaluation.

Regards,

Deepak

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