Associate -Multi Family Office Advisory

Job Title: Associate Multi Family Office Advisory

Company: TAM India Family Office Advisors

Location: Tapasya Corporate Heights, Sector 126, NoidaWork Mode:

Hybrid

How to Apply

: Apply on email only -

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AI restrictions: Do not use AI job application tools.

About TAM India Family Office Advisors

TAM India Family Office Advisors is a boutique advisory firm specializing in multi-family office services, offering tailored investment, tax, and estate planning solutions to high-net-worth families across India. We pride ourselves on delivering personalized, discreet, and strategic financial guidance that aligns with long-term family goals.

Role Overview

We are seeking an experienced and detail-oriented Associate to join our Multi Family Office Advisory team. The ideal candidate will have a strong commerce background and a deep understanding of investment and tax operations. This role involves working closely with senior partners who work with ultra-high-net-worth families, managing their financial affairs, and supporting the senior partners in delivering comprehensive solutions.

Key Responsibilities

• Assist in managing client portfolios across asset classes including equity, debt, alternatives, and structured products.
• Support tax planning and compliance activities for family office clients.
• Coordinate with custodians, fund managers, and tax consultants to ensure smooth operations.
• Prepare investment reports, tax summaries, and performance reviews.
• Conduct due diligence and research on investment opportunities and tax advice given.
• Maintain and update client records, ensuring confidentiality and accuracy.
• Collaborate with internal teams to deliver integrated financial solutions.
  

Qualifications & Skills

• Bachelor's / Master's degree in

  Commerce

  or related field; or

• Semi - Qualified CA

  or

• M.com / MBA (Finance)

  preferred.
• 35 years of experience in investment advisory, wealth management, or tax operations.
• Strong understanding of financial instruments, tax laws, and regulatory frameworks.
• Excellent analytical, communication, and interpersonal skills.
• Proficiency in MS Excel, PowerPoint, and financial reporting tools.
• Ability to work independently without supervision and in a collaborative team environment.
  

Benefits

• Opportunity to work with a dynamic team in a growing family office advisory firm.
• Competitive compensation package.
• Hybrid work model with flexibility.
• Generous leave policy: 12 Festival Leaves & 7 Regular Leaves
• Industry seminars and trainings
  

How to Apply

Interested candidates may send their resume and cover letter to

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with the subject line: Application for Associate Multi Family Office Advisory.