Tax Strategy Partner

About us

Wise Finserv is a leading wealth management firm offering bespoke financial solutions to High Net Worth Individuals (HNIs) and families. Our services extend beyond investment advisory to include comprehensive tax planning, estate solutions, and succession support. As part of our client-first approach, we offer complimentary tax and will writing services to ensure seamless integration of all aspects of wealth management.

We are looking for a qualified and client-centric Tax Strategy Partner to join our growing Private Wealth team. This role will play a pivotal part in managing and delivering a wide range of tax services tailored to individual clients, HUFs, family trusts, and closely held entities.

Role Summary

As Tax Strategy Partner, you will be responsible for overseeing and executing tax advisory and compliance services across our client base. Youll work in close coordination with internal advisory teams and external consultants, ensuring that clients receive timely, accurate, and strategic tax guidance aligned with their overall financial goals.

This is a mid-to-senior client-facing role ideal for professionals who understand the nuances of taxation in the context of HNI families, private trusts, and business entities.

Key Responsibility

• Manage end-to-end tax services for HNIs, HUFs, family trusts, and private limited companies.
• Provide guidance on income tax planning, capital gains, exemptions, intergenerational wealth transfers, and tax-efficient structuring.
• Oversee tax filing processes and ensure compliance with all applicable laws and deadlines.
• Collaborate with wealth advisors to align tax strategy with broader financial and business planning.
• Interpret new tax developments and communicate implications to internal teams and clients.
• Maintain accurate client documentation and lead initiatives to streamline tax service delivery.
• Represent the firm in client discussions related to tax matters, bringing both technical insight and practical solutions.

Candidate Profile

• 46 years of relevant experience in taxation, ideally in a client-facing environment serving HNIs, family offices, or trusts.
• Strong knowledge of Indian taxation across individual, HUF, trust, and entity structures.
• Ability to interpret and apply tax laws pragmatically in varied client contexts.
• Excellent communication, problem-solving, and interpersonal skills.

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• CA/LLB/MBA (Finance)/CS preferred; strong tax professionals with the right exposure will also be considered.

What we Offer

• A dynamic role with exposure to complex and high-value client tax mandates.
• The opportunity to work alongside experienced wealth professionals in a collaborative environment.
• A chance to influence and expand the scope of our tax advisory services as the business grows.
• Career progression aligned with expanding responsibilities and client needs.

Apply Now

Send your CV to [HIDDEN TEXT] or apply directly through LinkedIn.

Join us and be a part of a team shaping the future of Wealth Management!