Kotak Multi Family Office

2 weeks ago

Delhi, Delhi, India Kotak Alternate Asset Managers Limited Full time

Company Description

Kotak Alternate Asset Managers Limited, part of the Kotak Mahindra Group, focuses on alternate assets management and investment advisory businesses. Along with investment Advisory, in 2019 with change in SEBI regulations, family office was adopted as services incidental and ancillary to investment Advisory to assist large HNI and UHNI families as part of the Kotak Private Banking practice. Kotak Private (earlier known as Kotak Wealth Management) is one of the largest wealth managers in India managing close to 58% of India's Forbes List.

Role Description

This is a full-time on-site client facing role for a Family Office professional at Kotak Alternate Asset Managers Limited, located in Mumbai. The Family Office professional will be responsible for handling tax and regulatory matters, inbound and outbound structuring, deal and pre-IPO related matters, mergers & acquisitions tax and international taxation. The candidate will work closely with the team to support the day-to-day activities and ensure efficiency and productivity within the office.

Client facing role – to explain the family office proposition to new / existing clients


• Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner


• Wealth assistance to PAN India team - Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time


• Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client


• Assisting in conducting research in various tax & regulatory aspects in relation to the client


• Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc.


• Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken


• Assisting in the onboarding internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs


• Conducting training sessions for advisors and addressing client specific queries of advisors from time to time


• Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year


• Conducting All India RM calls to update them on the changes as part of the above.


• Co-ordinating with various consulting firms and internal tax team to understand the nuances and positions adopted

CA with 10 to 15yrs experience. Others can apply subject to higher experience


• Background in Transaction Tax, International Tax & M&A would be an added advantage


• Solution oriented with strong communication skills & strong inter-personal skills


• Temperament to work in teams


• Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels


• Preferably have experience and knowledge of dealing with clients and interacting with them efficiently

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