Manager/Senior Manager - Transaction Advisory & Succession Planning - CA

About the Role

We're on the hunt for a sharp, experienced CA to step into a leadership position that blends two high-value practice areas - deal advisory and succession/estate planning. This role isn't about executing someone else's playbook; it's about building one. You'll be given real ownership over client mandates, a team to shape, and direct access to Partners as you work through structuring calls and regulatory strategy together.

If you enjoy variety - one day untangling a cross-border restructuring, the next helping a family business think through generational transition - this role gives you both.

On the Deal Advisory Side, You'll:

• Dig into the regulatory landscape (Income Tax Act, Companies Act, FEMA, Stamp Duty, SEBI norms, IND AS) to shape how live transactions get structured
• Take the lead on structuring and executing deals - M&A, demergers, business transfers, acquisitions, shareholder exits, fund repatriation, pre-IPO restructuring, and cross-border reorganisations - always with an eye on cost efficiency
• Handle equity compensation advisory - ESOPs, RSUs, SARs, phantom stock - from the tax and TDS mechanics through to trust structuring and vesting design, especially for companies gearing up for an IPO or backed by PE
• Own India-US advisory conversations covering reorganisation structuring, CFC/PFIC exposure, immigration-linked planning, foreign tax credits, and residency questions
• Bring AI into your daily workflow to work smarter - and even help design the systems that make that possible
• Be the final set of eyes on technical notes, opinions, presentations, and deal documents, making sure nothing slips on timelines, while also running internal trainings to keep the team current

On the Succession & Estate Planning Side, You'll:

• Guide business owners and families through succession decisions - whether it's an operating business, passive investments, art collections, or charitable giving - and advise on HUF structuring and intra-family wealth movement
• Oversee the drafting of shareholder agreements, family settlements, and partition deeds, reviewing the technical work that goes with them
• Architect trust structures, family charters, and governance frameworks built to hold up across generations - protecting assets, preserving control, and keeping family values intact
• Grow your team - assigning work, coaching juniors, and stepping up to deliver seminars and thought-leadership content for clients