Tax Consultant

Job Title: Family Office Tax & Structuring Specialist

Role Overview

360 ONE Wealth & Asset Management is seeking an experienced professional to join the Family Office team, focusing on tax advisory, regulatory structuring, and strategic support to ultra-high-net-worth families and promoters. The role will involve advising clients on complex tax and regulatory matters, assisting with wealth structuring, and supporting the setup and governance of family offices.

Key Responsibilities:-

1. Tax & Regulatory Advisory

• Provide advisory on the Indian tax and regulatory framework, including direct tax implications for promoters, HNIs, and family offices.
• Offer guidance on capital gains tax, tax-efficient structuring, and regulatory compliance.
• Interpret and advise on regulations under FEMA, SEBI, and the Companies Act.

2. Structuring & Strategic Advisory

• Support clients in tax restructuring and corporate structuring initiatives, including transactions related to mergers and acquisitions.
• Assist promoters and tax heads in strategic decision-making, including investment structuring and long-term wealth planning.
• Work on structuring solutions for family wealth preservation and succession planning.

3. Family Office Advisory

• Assist in the setup and structuring of family offices, including operational and governance frameworks.
• Support in designing and implementing family governance structures, including family charters, constitutions, and governance policies.
• Coordinate with internal teams and external advisors to ensure seamless execution of family office strategies.

4. Client Engagement

• Work closely with UHNI clients, promoters, and family office stakeholders on complex advisory mandates.
• Represent the firm in client discussions and advisory engagements with professionalism and clarity.
• Collaborate with internal investment, legal, and compliance teams to deliver integrated solutions.

Key Requirements:-

• Chartered Accountant (CA) with 78 years of relevant experience.
• Minimum 7 years of experience in a consultancy or advisory role in tax and regulatory matters.
• Strong exposure to M&A transactions, tax restructuring, FEMA regulations, SEBI regulations, and Companies Act.
• Experience advising promoters, tax heads, or UHNI families on strategic tax and structuring matters.
• Prior exposure to family office setup and governance frameworks will be an advantage.
• Strong communication and stakeholder management skills, with the ability to interact directly with senior clients.