Estate & Succession Planning Manager - Taxation

The group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions.

Through its various business lines, it serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams.

Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is its underlying goal, and they are proud to stand united in that journey.

They are building the next billion tech for the best wealth management platform and financial ecosystem.

The organization is backed by Peak XV (earlier Sequioa) as a minority investor.

- Number of Employees: 700 +

- Asset Management: AUM of ~- 5,000 Cr under 3 funds

- Wealth Management: Asset Under Advisory of ~- 30,000 Cr

- Markets: Multi - asset, multi - strategy treasury desk managing ~- 1,000 Cr

Role & Responsibilities:

- Tax Advisory and Planning for Individuals and Families

- Provide expert tax advice and planning strategies for clients involved in estate planning and fiduciary arrangements.

- Collaborate with attorneys, financial planners, and other professionals to develop integrated tax and wealth transfer plans for clients.

- Advise clients on tax-efficient wealth transfer strategies, including charitable giving, generation-skipping transfers, and asset protection.

Corporate Tax Advisory:

- Provide guidance on company tax matters, including tax planning and compliance for businesses.

- Collaborate with corporate clients, attorneys, and financial advisors to develop tax- efficient strategies for business operations and transactions.

- Analyse corporate financial data and structures to optimize tax outcomes and ensure compliance with applicable corporate tax laws and regulations.

- Stay updated on changes in corporate tax legislation and communicate implications to clients and colleagues, assisting in the implementation of necessary adjustments.

Tax Compliance:

- Prepare and review complex individual, trust, estate, and gift tax returns, ensuring accuracy and compliance with relevant tax laws and regulations.

- Stay current with changes in tax legislation and regulations that impact estate planning and fiduciary services and communicate implications to clients and colleagues.

For any queries, reach out to:

Tishya Karar: WhatsApp: +919730778237

Puneet Chaudhary: WhatsApp: +9197697 99970