SENIOR ASSOCIATE - ESTATE & SUCCESSION PLANNING @ EJOB OCEAN ONLINE SERVICES LLP
eJob Ocean Online Services LLP is currently seeking a highly motivated and detail-oriented Senior Associate to join the Estate and Succession Planning division in Mumbai. This role is designed for professionals with a background in either Chartered Accountancy or Law who are passionate about helping clients navigate the complexities of legacy planning. The successful candidate will play a pivotal role in providing strategic advice on wealth preservation and ensuring the seamless transition of assets across generations. You will be part of a dynamic team that values expertise in succession laws and trust management.
The core responsibilities of this position include the drafting and review of Wills, Trust Deeds, and Power of Attorney documents. Candidates will be expected to manage family trusts, structure succession plans, and handle HUF and shareholder documentation. A profound understanding of trust laws, succession laws, and relevant tax provisions is essential for success in this role. This is an excellent opportunity for a professional with 1–2 years of experience to deepen their expertise in a specialized field and contribute significantly to high-value client engagements in the Mumbai region.
The core responsibilities of this position include the drafting and review of Wills, Trust Deeds, and Power of Attorney documents. Candidates will be expected to manage family trusts, structure succession plans, and handle HUF and shareholder documentation. A profound understanding of trust laws, succession laws, and relevant tax provisions is essential for success in this role. This is an excellent opportunity for a professional with 1–2 years of experience to deepen their expertise in a specialized field and contribute significantly to high-value client engagements in the Mumbai region.
Key Requirements
Must be a qualified Chartered Accountant (CA) or a Law Graduate (LLM).
At least 1 to 2 years of relevant experience in estate and succession planning.
Proven proficiency in drafting legal documents including Wills and Trust Deeds.
Experience in handling Power of Attorney (POA) documentation.
Strong knowledge of family trusts and succession structuring mechanisms.
Ability to manage HUF (Hindu Undivided Family) documentation and regulations.
Familiarity with shareholder documentation and related legal procedures.
In-depth understanding of Indian succession laws and trust laws.
Strong knowledge of tax provisions related to estate and inheritance.
Excellent analytical skills and attention to detail in legal drafting.