JOB SPECIFICATION: CHARTERED ACCOUNTANT (CA) – CONTRACT BASIS

Position: Chartered Accountant (Contractual)
Location: Remote
Duration: Contract-based (project completion or fixed term)
Compensation: Negotiable, based on experience and scope of work

REQUIRED QUALIFICATIONS & SKILLS

• Chartered Accountant (CA) qualification with valid certification.
• Minimum [5] years of experience in financial planning, estate planning, or taxation.
• Strong knowledge of property laws, tax regulations, and wealth management.
• Proven experience in drafting wills and advising on succession planning.
• Excellent communication and advisory skills.
• Ability to work independently on a project/contract basis.
  Job Types: Part-time, Contract, Temporary
  Work Location: Remot

ROLE OVERVIEW

We are looking for an experienced Chartered Accountant (CA) on contract to assist with estate planning, wealth structuring, and will creation. The professional will be responsible for organizing financial and property assets, preparing a legally sound will, and ensuring smooth succession planning for the future.

KEY RESPONSIBILITIES

• Review and document current financial assets, properties, and investments.
• Develop a structured financial and property management plan.
• Draft and advise on a legally compliant property will.
• Provide guidance on tax planning and wealth distribution.
• Ensure compliance with relevant financial and legal regulations.
• Coordinate with legal professionals, if required, for property and estate matters.
• Offer advisory on succession planning and future asset management.