Assistant Manager-Accounts & Finance

The opportunity:

Responsible for managing key aspects of the family office's operations, including risk management, financial reporting, tax planning, compliance, and confidentiality policies. The successful candidate will work closely with the senior management team to ensure that the family office operates efficiently and effectively, adhering to regulatory standards and best practices.

Key responsibilities include:

Strategic responsibilities: -

1. Risk Management Framework:

• Develop, implement, and maintain a comprehensive risk management framework for the family office.
• Identify potential risks and develop mitigation strategies.
• Conduct regular risk assessments and audits.
  

2. Financial Reporting System:

• Oversee the development and maintenance of the financials & reporting system.
• Ensure accurate and timely financial reporting.
• Prepare financial statements, reports, and analysis for senior management.

Functional responsibilities: -

• Tax Planning & Management:
• Develop and implement tax planning strategies.
• Ensure compliance with all tax regulations and laws.
• Manage tax filing and reporting processes.
• Systematic Compliance and Regulatory Oversight:
• Develop and implement compliance policies and procedures.
• Monitor compliance with regulatory requirements.
• Conduct regular compliance audits and assessments.
• Policies and Procedures for Protecting Confidentiality & Privacy:
• Develop and implement policies to protect the confidentiality and privacy of family office operations.
• Ensure all staff are trained on confidentiality and privacy policies.
• Monitor compliance with confidentiality and privacy policies.

To qualify for the role, you must have: -

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. A master's degree or professional certifications (such as CPA, CFA, CA) is preferred.
• Minimum of 5~8 years of experience in a similar role within a family office, financial institution, or related industry.
• Strong understanding of risk management, financial reporting, tax planning, and compliance.
• Excellent communication and interpersonal skills.

Preferred Skills:

• Experience with financial software and reporting tools.
• Knowledge of Indian tax laws and regulations.
• Experience in managing confidential and sensitive information.

Key attributes for success

• Excellent analytical and problem-solving skills.
• Strong attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• High ethical standards and integrity.

You will earn brownie points if you have:-

• Able to work with Various type of People across department
• Cross functional attitude and Growth mind-set
• Able to accept new challenges and innovate through simplicity
• Time management - Ensuring time management in team

CTC: 7~9 lacs for inter CA /MBA FINANCE or if CA/CFA it can go up to 10-15 lacs.

Qualification

To qualify for the role, you must have: -

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. A master's degree or professional certifications (such as CPA, CFA, CA) is preferred.
• Minimum of 5~8 years of experience in a similar role within a family office, financial institution, or related industry.
• Strong understanding of risk management, financial reporting, tax planning, and compliance.
• Excellent communication and interpersonal skills