Job Title: Family Office – Associate Firm: TAM India Family Office Advisors Tenure: Full-Time Location: 100% Remote Experience Level: upto 2 years (Freshers with passion for capital markets can apply) Senior candidates need not apply. Start Date: Immediate Reporting To: Chief Investment Officer To Apply: Please send your to Tushar@tamindiamfo.com Resume, Current and expected salary and A short note on how this role helps you in your long term career success. About TAM India Family Office Advisors At TAM India Family Office Advisors , we are on a mission to build India’s leading full-service multi-family office advisory firm. We serve as trusted stewards of wealth for high-net-worth families, blending deep investment expertise with a values-driven approach. Our work spans investment management, strategic planning, and client engagement—anchored in integrity, transparency, and long-term thinking. Role Overview We’re looking for a sharp, curious, and proactive Associate to join our Family Office team. This is a full-time, fully remote opportunity designed for freshers who are eager to learn and contribute across investment research, client servicing, and digital engagement. You’ll work directly with senior leadership and gain exposure to the inner workings of a modern multi-family office. Key Responsibility Areas (KRAs) A. LinkedIn Management (30–40%) – The 3 Cs Content Creation : Assist in drafting thought leadership posts, carousels, and newsletters Connections : Identify and engage with HNWIs, family offices, and industry professionals Comments : Monitor and contribute to relevant discussions to enhance visibility and engagement B. Research & Analysis (30–40%) Analyze investment products: Mutual Funds, ETFs, AIFs, listed equities, and private opportunities Track global macro trends: Gold, oil, currencies, USD treasuries, and multi-asset views Review and synthesize insights from: Research reports, commentaries, and investment literature Platforms like Bloomberg, Morningstar, Finalyca, CAMS, Screener.in, CNBC, Yahoo Finance C. Client Services (15–20%) Assist in preparing client reports and portfolio recommendations Support smooth execution of transactions via MFU, CAMS, and AMC platforms Coordinate client communications and follow-ups D. Email, Calendar & General Management (5–10%) Schedule meetings, prepare documents, and manage follow-ups Handle email communications and assist with daily operational tasks What We’re Looking For A strong interest in investment management, capital markets, and family office advisory Excellent written and verbal communication skills Proficiency in Excel, PowerPoint, and financial research tools (or willingness to learn) Self-starter with a collaborative mindset and attention to detail Freshers with a hunger to learn and grow are encouraged to apply What You’ll Gain Hands-on exposure to investment strategy, client servicing, and digital branding Mentorship from seasoned professionals in wealth management Opportunity to contribute to thought leadership and strategic initiatives A front-row seat to the evolution of a modern multi-family office
We’re Hiring CA Articles/ Trainee! 📢 Are you looking for a dynamic and growth-oriented firm to advance your career in the domain of Income tax, FEMA, Merger & Acquisitions, Audit, GST , Regulatory compliances? We’re inviting applications for CA Articles/ Trainee Join our team at TAM INDIA-family office advisors Location: Janakpuri, Delhi TAM India Family Office Advisors is India's leading full-service family office advisory firm solving challenges faced by Business Owners, NRIs and Professionals. We are looking for motivated and detail-oriented individuals to join our growing team. If you’re passionate about taxation, regulatory compliance, and are eager to gain practical experience in a dynamic environment — we’d love to connect with you! What We Offer: Exposure to diverse and high-impact assignments A robust learning environment that sharpens your technical and professional skills Opportunities to build a strong foundation in core areas like income tax, FEMA, companies act, merger & acquisitions, audit, estate & succession planning, regulatory, and compliances Role & Responsibilities: Assist with direct tax compliance, FEMA regulations, and mergers & acquisitions Handle queries related to the Companies Act, Income Tax act, Foreign exchange management act Who Can Apply: Students seeking to begin or currently pursuing their CA Articleship Solid understanding of taxation laws, Companies Act, FEMA and other regulatory frameworks Proficiency in MS Excel, MS word, MS PowerPoint Strong communication, analytical, and problem-solving skills A proactive attitude and ability to work well in a team and independently HOW TO APPLY: Interested candidates can send their CVs to abhishek@tamindiamfo.com ; abhica143@gmail.com . Let’s build a strong foundation for your professional journey together! #CAArticleship #Hiring #CareerOpportunity #CAStudents #ArticleshipOpportunity #Accounting #Taxation #Audit #incometax #mergers&acquisition #taxadvisory #FEMA # estate&successionplanning
We’re Hiring Semi-Qualified CAs! 📢 Are you looking for a dynamic and growth-oriented firm to advance your career in the domain of Income Tax, Tax Advisory, Tax Litigations, ITR filings, Income Tax compliances, Merger & Acquisitions, FEMA, Audit, Companies Act compliances? We’re inviting applications for Semi-Qualified CAs Join our team at TAM INDIA-Family Office Advisors Location: Janakpuri, Delhi TAM India Family Office Advisors is India's leading full-service family office advisory firm solving challenges faced by Business Owners, NRIs and Professionals. We are looking for motivated and detail-oriented individuals to join our growing team. If you’re passionate about taxation, regulatory compliance, and are eager to gain practical experience in a dynamic environment — we’d love to connect with you! What We Offer: Exposure to diverse and high-impact assignments A robust learning environment that sharpens your technical and professional skills Opportunities to build a strong foundation in core areas like Income Tax, Tax Advisory, Tax Litigations, ITR filings, FEMA, Merger & Acquisitions, Audit, Estate & Succession planning, regulatory, and Companies Act Compliances Role & Responsibilities: Assist with direct tax compliance, FEMA regulations, and mergers & acquisitions Handle queries related to the Income Tax act, Companies Act, FEMA, etc. Who Can Apply: Semi-Qualified CAs Solid understanding of taxation laws, Companies Act, FEMA and other regulatory frameworks Proficiency in MS Excel, MS word, MS PowerPoint Strong communication, analytical, and problem-solving skills A proactive attitude and ability to work well in a team and independently HOW TO APPLY: 📧 Interested candidates can send their CVs to abhishek@tamindiamfo.com. Let’s build a strong foundation for your professional journey together! #CAArticleship #Hiring #CareerOpportunity #CAStudents #ArticleshipOpportunity #Accounting #Taxation #Audit #incometax #mergers&acquisition #taxadvisory #FEMA # estate&successionplanning
Job Title: Associate – Multi Family Office Advisory Company: TAM India Family Office Advisors Location: Tapasya Corporate Heights, Sector 126, Noida Work Mode: Hybrid How to Apply : Apply on email only - HR@TAMINDIAMFO.COM 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. 3–5 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 HR@TAMINDIAMFO.COM with the subject line: Application for Associate – Multi Family Office Advisory.
As an Associate at TAM India Family Office Advisors, you will play a crucial role in supporting the Multi Family Office Advisory team. Your responsibilities will involve assisting in managing client portfolios, supporting tax planning activities, and collaborating with internal teams to deliver comprehensive financial solutions. **Key Responsibilities:** - Assist in managing client portfolios across asset classes such as 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 with 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. - 3-5 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 and in a collaborative team environment. If you are looking for an opportunity to work in a dynamic team in a growing family office advisory firm, this role at TAM India Family Office Advisors offers a competitive compensation package, a hybrid work model with flexibility, and a generous leave policy. Join us and be a part of our journey in providing personalized and strategic financial guidance to high-net-worth families across India.,
Job Title: Associate Multi Family Office Advisory Company: TAM India Family Office Advisors Location: Tapasya Corporate Heights, Sector 126, Noida Work Mode: Hybrid How to Apply : Apply on email only - [HIDDEN TEXT] 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 [HIDDEN TEXT] with the subject line: Application for Associate Multi Family Office Advisory.
As a Semi-Qualified Chartered Accountant (CA) and Article Trainee at our dynamic team in Dwarka, Delhi, you will have the opportunity to work on regulatory, taxation, and audit matters. Your role will involve the following key responsibilities: - Assist in critical work such as direct tax compliance, FEMA regulations, and M&A - Handle queries related to the Companies Act - Manage audit processes and finalize audit reports To excel in this role, you should have the following desired skills and traits: - Strong knowledge of taxation, Companies Act, and relevant regulations - Proficiency in MS Excel - Excellent communication and analytical skills - A proactive and team-oriented mindset If you are ready to take your career to the next level and are eager to work in a professional environment that values growth and development, we encourage you to reach out to us at abhica143@gmail.com for more details. Join us at TAM India Family Office and be part of a team that is committed to excellence and continuous learning.,
"Please read full JD before pressing apply button. " Position: Operations Coordinator – Family Office Advisory (Back Office, Client Support, research, portfolio reporting and Social Media) Location: Sector 126, Noida (Onsite) Work Experience required - 2 Years Work Schedule: Monday to Saturday | 8:30am - 6:00pm | One day Work-from-Home | Bombay Stock Exchange Holiday Calendar + 8 Discretionary Leaves (encashable) Salary - Rs 30,000/- Negotiable for ideal candidate Employment Type : Full-Time (2-Year Contract, Non Negotiable) How to Apply: Apply on email only - HR@TAMINDIAMFO.COM ______________________________________________________________________________ About us TAM India Family Office Advisors (www.tamindiamfo.com) is a multi-family office advisory firm serving high-net-worth individuals, business owners, and families with diversified investments across listed and unlisted companies in India and overseas. We provide bespoke investment and wealth management advisory, ensuring absolute confidentiality, precision, and professional excellence in all client matters. Role Overview We are seeking a meticulous and resourceful Operations Coordinator (Back Office) to support our client servicing, investment operations, and research functions. This role is ideal for someone who enjoys working with financial data, has strong analytical and coordination skills, communication skills, social media acumen and values confidentiality and professional integrity. You will play a key role in ensuring smooth back-office operations, maintaining client records, supporting investment documentation, preparing portfolio reports, and coordinating with clients and partners on operational matters. You will actively oversee social media outreach of the firm. Key Responsibilities Manage and maintain client investment documentation , agreements, and compliance records. Coordinate client transactions across multiple investment platforms and instruments. Prepare and update portfolio performance reports and MIS dashboards using Excel, Power BI, or similar tools. Conduct research on taxation, investment structures, and financial products relevant to client portfolios. Communicate professionally with clients via email and phone —ensuring clarity, confidentiality, and responsiveness. Liaise with custodians, fund houses, registrars, and other financial intermediaries for documentation and reporting. Assist the leadership team in operational efficiency improvements and implementation of internal systems. Gather, validate, and maintain data from multiple sources including financial portals and databases. Qualifications & Skills Graduate in Commerce, Finance, Accounting, Economics, or related field . Minimum 2 years of experience in back-office operations, wealth management, or investment advisory support. Strong command of Microsoft Excel (advanced functions, pivot tables, etc.) Excellent written and verbal communication skills in English and presentation skills. High attention to detail and accuracy with numbers and documentation. Ability to work independently, maintain discretion, and handle confidential client information. Professional demeanor and confidence to interact with high-net-worth clients and senior professionals. Other Requirements Mandatory background verification prior to employment due to the confidential and sensitive nature of client data. Commitment to a minimum 2-year employment contract , reflecting the firm’s investment in training and grooming of the candidate. What We Offer Exposure to the working environment of a boutique multi-family office , dealing with complex investment structures and sophisticated clients. Opportunity to develop deep domain knowledge in wealth management, taxation, and investment operations . Professional and ethical workplace culture emphasizing trust, integrity, and long-term relationships . Competitive compensation based on experience and qualifications. One da y work from home Generous leave policy: NSE leave calendar & 8 Discretionary Leaves (Encashable) Industry seminars and trainings and career development. How to Apply Interested candidates may send their resume and cover letter to HR@TAMINDIAMFO.COM with the Subject line: Operations coordinator - "your name"
As an Operations Coordinator at TAM India Family Office Advisors, you will be responsible for supporting client servicing, investment operations, research functions, and social media outreach. Your role will involve maintaining client investment documentation, coordinating client transactions, preparing portfolio reports, conducting research on financial products, and communicating with clients and partners professionally. Key Responsibilities: - Manage and maintain client investment documentation, agreements, and compliance records. - Coordinate client transactions across multiple investment platforms. - Prepare and update portfolio performance reports using Excel, Power BI, or similar tools. - Conduct research on taxation, investment structures, and financial products. - Communicate with clients via email and phone with clarity and responsiveness. - Liaise with financial intermediaries for documentation and reporting. - Assist in operational efficiency improvements and internal systems implementation. - Gather and maintain data from financial portals and databases. Qualifications & Skills: - Graduate in Commerce, Finance, Accounting, Economics, or related field. - Minimum 2 years of experience in back-office operations or investment advisory support. - Strong command of Microsoft Excel. - Excellent written and verbal communication skills in English. - High attention to detail and accuracy with numbers. - Ability to work independently, maintain discretion, and handle confidential client information. Other Requirements: - Mandatory background verification prior to employment. - Commitment to a minimum 2-year employment contract. TAM India Family Office Advisors offers exposure to a boutique multi-family office environment, development of domain knowledge in wealth management, ethical workplace culture, competitive compensation, one day work from home, generous leave policy, industry seminars, and career development opportunities. To apply, send your resume and cover letter to HR@TAMINDIAMFO.COM with the subject line: Operations Coordinator - "Your Name".,