Family Office Manager Finance, Taxation & Investments | Mumbai

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.