Operations & Finance | Leading Wealth Management Firm
This role involves managing operations and finance for a wealth management firm or private family trust. Core responsibilities include transaction processing, tax compliance, audit coordination, and MIS reporting. The candidate must have experience in AIF/PMS operations and taxation. This position is based in Mumbai and requires onsite attendance.
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Experience
3+ years
Function
Finance
Work mode
Onsite, India
Company
Tier 3
What you will work on
This role involves managing operations and finance for a wealth management firm or private family trust. Core responsibilities include transaction processing, tax compliance, audit coordination, and MIS reporting. The candidate must have experience in AIF/PMS operations and taxation. This position is based in Mumbai and requires onsite attendance.
TAL's take
Role is for a recruitment agency acting on behalf of an unnamed client; limited scope transparency.
Clear professional expectations and functional domain for a finance operations role.
Must haves
- 3+ years post-qualification experience
- Experience in accounting, taxation, trust operations, AIF & PMS operation
- Knowledge of income tax, TDS & GST returns
- Experience in transaction processing and capital gains computation
About the company
Recruitment agency acting as a third-party consultant, classifying as tier 3.