Legacy Growth
Website:
legacygrowth.com
Job details:
Company Description
Legacy Growth specializes in helping families establish meaningful legacies and achieve financial growth. The firm provides tailored legal and tax structures to address asset protection, cross-border investments, immigration, and succession planning. Legacy Growth also supports clients through wealth preservation, exit strategies, and comprehensive consulting for mergers and acquisitions (M&A) and special projects. With a client-focused approach, the firm empowers individuals and families to successfully navigate complex financial landscapes.
Role Description
This is a full-time hybrid role for a Private Client Tax professional based in New Delhi, with the flexibility for some remote work. Key responsibilities include consulting and advising on tax strategies, preparing and reviewing financial records, assisting in wealth management planning, and supporting cross-border taxation and succession structure implementation. The role involves collaborating with internal teams, delivering client training, and working closely with high-net-worth individuals and families.
Qualifications
- Strong Communication skills to effectively interact with clients, present solutions, and build long-term relationships.
- Proficiency in Finance and Accounting to analyze data, optimize tax strategies, and ensure compliance with tax regulations.
- Experience in Business Development and the ability to identify and leverage new opportunities for client engagement and service delivery.
- Skills in conducting Training sessions and educating clients on wealth management, taxation, and estate planning strategies.
- Relevant professional qualifications such as a degree in Finance, Accounting, or a related field, with certifications like CA, CPA, or CFA being a significant advantage.
- Detail-oriented mindset with the ability to manage multiple priorities and deadlines effectively.
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