Tax Consultant – Wealth Management (HNI)

About the role

We are looking for a motivated Chartered Accountant to join our Wealth Management team at Nariman Point, Mumbai. As a Tax Consultant you will design and execute tax planning strategies for high‑net‑worth individuals, both domestic and international, helping them optimise their financial portfolios.

Key responsibilities

• Develop and implement comprehensive tax planning solutions for High‑Net‑Worth (HNI) clients, covering domestic and cross‑border tax considerations.
• Analyse client financials to uncover tax‑saving opportunities and improve overall tax efficiency.
• Conduct webinars and training sessions for Relationship Managers, enhancing their understanding of tax strategies and wealth‑management concepts.
• Communicate complex tax matters clearly to internal stakeholders and clients.

Required profile

• Qualified Chartered Accountant (CA) with 1–5 years of experience handling taxation for HNI clients.
• Strong analytical mindset with high attention to detail.
• Excellent communication and presentation abilities, capable of simplifying complex tax concepts.
• Ability to work independently and collaboratively within a team.
• Familiarity with tax automation tools or systems and an interest in financial‑technology innovation.

Required skills