Spark Capital - Specialist - Private Client Services/Tax/Estate Planning & Regulatory Services (7-20 yrs)

Summary:

This role focuses on providing comprehensive tax planning, estate planning, and family office services to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) in India. You will play a pivotal role in safeguarding and growing clients' wealth, ensuring compliance with Indian regulations, and facilitating seamless generational wealth transfer.

Key Responsibilities:

Tax Planning:

- Develop and implement tax-efficient strategies for clients, considering Indian income tax, and international tax laws.

- Advise on structuring investments, businesses, and assets to optimize tax liabilities.

- Assist in advising on cross-border transactions.

- Stay updated on changes in Indian tax legislation and their impact on client portfolios.

Estate Planning:

- Design and implement estate plans, including structuring and setting up trusts, and planning succession for family-owned businesses.

- Advise clients on intergenerational wealth transfer strategies, ensuring legal and tax efficiency.

- Work with legal advisors for execution and registration of relevant estate planning documents.

- Plan for risks associated with inheritance disputes and family dynamics.

Foreign Exchange Regulations:

- Guide clients on cross-border transactions, remittances, and foreign investment reporting requirements.

- Assist in structuring overseas investments and assets in compliance with Indian foreign exchange laws.

- Guide clients on proper documentation and adherence to Reserve Bank of India (RBI) guidelines for foreign transactions.

- Monitor developments in foreign exchange regulations and their implications for client portfolios.