Job Title:Associate - In-House Family Office. Location:Bangalore About the Role: We are seeking a highly motivated and detail-oriented fresher to join our in-house family office as an Associate. This is an excellent opportunity for someone with a strong interest in personal finance, taxation, and international finance to learn and grow within a dynamic and challenging environment. You will play a crucial role in supporting the financial planning and management of an ultra-high-net-worth individual and their family. This role requires a proactive individual with apassion forresearchand a desire to learn new things quickly. Responsibilities: Research and analyse tax implications in India and overseas of various financial activities. Research and analyse impact/ requirements of economic laws on transactions proposed to be undertaken by the office. Assist in the development and implementation of personal financial plans, including budgeting, investment tracking, and goal setting. Support tax planning and compliance, including preparing and filing tax returns, and staying up-to-date on tax law changes. Facilitate foreign remittances, ensuring compliance with all applicable regulations. Conduct research on various financial products, investment strategies, and regulatory changes. Prepare reports, presentations, and other documentation related to financial planning, tax, and investment activities. Collaborate with external advisors such as accountants, lawyers, and investment managers. Maintain Books of Accounts of the members of family office. Perform ad-hoc tasks and projects as assigned. Handle confidential information with discretion and professionalism. Qualifications: Chartered Accountant with 0-1 year of post-qualification experience. Skills Required: Demonstrated interest in personal finance, investments, taxation including international taxation. Knowledge of Indian tax and economic laws and regulations. Excellent research and analytical skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Strong attention to detail and organizational skills. Ability to work independently and as part of a team. Good communication and interpersonal skills.
Job Title
Associate