Tax Consultant – Direct Tax & HNI Advisory

Company Overview

4thoughts Finance is a multi-family office and wealth management firm that has pioneered the cause of unbiased wealth management since 2015. The firm focuses on providing tailored offerings that suit its clients' needs, working closely with the next generation of leaders. Its activities include wealth management, advisory on cross-border structures and transactions, business structuring, and investment banking deal sourcing.

Job Summary

We are seeking an experienced Direct Tax professional to provide tax advisory, compliance, and structuring matters. This role involves advising high net worth individuals (HNI), family offices, and business owners on tax-efficient structures and regulatory compliance, while actively collaborating with senior leadership.

Responsibilities

• Tax Advisory & Structuring

  • Provide advisory on Direct Tax matters for HNI clients, family offices, and business entities.
  • Assist in designing tax-efficient investment structures, including Trusts, Limited Liability Partnerships (LLPs), and other holding structures.
  • Advise on cross-border transactions, international tax implications, and regulatory considerations.
  • Support clients in wealth structuring, estate planning, and succession planning strategies.

• Client Advisory & Strategic Discussions

  • Participate in client meetings alongside the CEO and Senior Tax Partner.
  • Analyze tax implications for investments, restructuring, and transactions.
  • Prepare advisory notes, presentations, and documentation for strategic tax planning.

• Litigation & Compliance

  • Assist in tax litigation matters, including preparation of responses to notices and representation support.
  • Ensure compliance with Direct Tax regulations and statutory requirements.
  • Oversee and review Income Tax Return filings for individuals, Trusts, LLPs, and entities.

• Documentation & Planning

  • Assist in drafting wills and estate planning documents in coordination with advisors.
  • Prepare documentation related to investment structures and tax planning frameworks.
  • Work closely with the compliance team to ensure timely filing and regulatory adherence.

Qualifications

• Educational Qualifications:

  • Chartered Accountant (CA) – Mandatory
  • 7+ years of experience in Direct Tax, preferably in Big 4, tax advisory, or wealth management firms.

• Required Skills & Expertise:

  • Strong knowledge of Direct Taxation and the Income Tax Act.
  • Experience working with HNI clients, family offices, or wealth management firms.
  • Exposure to cross-border tax transactions and investment structuring.
  • Knowledge of Trusts, LLP structures, and estate planning frameworks.
  • Experience in tax litigation support and regulatory compliance.
  • Strong analytical, documentation, and communication skills.

Preferred Skills

• Experience handling complex tax structures will be an advantage.
• Ability to participate in strategic discussions with senior leadership and clients.

Experience

• Minimum of 7+ years of experience in Direct Tax, with direct engagement in advisory roles for HNI clients and family offices.

Environment

• Working closely with a range of clients, including HNI individuals and family offices, in a professional and dynamic environment, with potential exposure to strategic leadership discussions.

Salary

• Salary details not specified.

Growth Opportunities

• Opportunity to work closely with HNI clients on complex tax advisory and structuring matters.
• Direct exposure to strategic discussions with senior management.
• Hands-on experience in cross-border transactions and investment structuring.

Benefits

• Opportunity to be part of a growing wealth management and family office platform with strong learning opportunities.