CA Consultant
AQM Technologies
1 - 3 years
Pune
Posted: 29/01/2026
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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 reports related to trust structures, investor transactions, and compliance
- Raise monthly / AUM invoices & recovery
- Perform check on breaks and complete bookkeeping
Required Qualifications & Knowledge
- CA / CA Inter
- Indian Trust Act and trust structures used in PMS
- Income Tax provisions applicable to trusts and PMS entities
- GST & TDS compliances relevant to wealth and trust operations
- SEBI PMS regulations (preferred)
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