Hi , We are Hiring..! Personal Accountant role at Manager level. Position report to President (promoter) and position is based at  Nariman Point.<p>Role Overview</p><p>The Personal Accountant will be responsible for managing the financial affairs, accounting, taxation, banking, and investment-related transactions of the Promoters and their family HUF. The role involves coordination with banks, share brokers, wealth advisors, and ensuring accurate accounting, compliance, and timely financial reporting.</p><p>Key Responsibilities</p><p>1. Banking Operations</p><ul><li>Handle all banking-related transactions and correspondence.</li><li>Manage payments, receipts, and fund transfers across accounts.</li><li>Maintain proper records and reconciliation of bank statements.</li><li>Coordinate with banks for operational requirements.</li></ul><p>2. Overdraft (LAS – Loan Against Securities) Management</p><ul><li>Identify and coordinate with suitable Banks / NBFCs for LAS facilities.</li><li>Manage pledging and unpledging of securities.</li><li>Monitor utilization to ensure drawn amounts remain within sanctioned limits.</li><li>Ensure timely payment of monthly interest and compliance with lender requirements.</li></ul><p>3. Share Market Transactions (Broker Coordination)</p><ul><li>Place buy and sell orders with share brokers as instructed.</li><li>Arrange funds for purchase transactions.</li><li>Ensure shares purchased are credited to Demat accounts.</li><li>Ensure timely delivery of shares for sale transactions.</li><li>Monitor and confirm receipt of sale proceeds.</li></ul><p>4. Coordination with Wealth Advisors</p><ul><li>Coordinate with wealth advisors for mutual fund investments.</li><li>Open and monitor liquid mutual fund schemes for different purposes.</li><li>Execute purchase and redemption transactions in mutual funds.</li><li>Handle documentation and reporting related to Portfolio Management Services (PMS).</li></ul><p>5. Accounting & Bookkeeping</p><ul><li>Maintain complete books of accounts in Tally.</li><li>Record all financial transactions accurately.</li><li>Perform bank and ledger reconciliations.</li><li>Finalize accounts and prepare financial statements.</li></ul><p>6. Taxation & Compliance</p><ul><li>Prepare computation of income.</li><li>File Income Tax Returns (ITR) for individuals and HUFs.</li><li>Maintain documentation for tax compliance.</li><li>Coordinate with tax consultants when required.</li></ul><p>7. Financial Reporting & Administration</p><ul><li>Prepare monthly Income & Expense statements.</li><li>Prepare monthly fund flow statements.</li><li>Monitor and ensure timely payment of credit card dues.</li><li>Process reimbursement claims for official expenses paid through credit cards.</li><li>Ensure timely payment of insurance premiums, including:<ul><li>Mediclaim policies</li><li>Term insurance policies</li><li>Personal vehicle insurance</li></ul></li></ul><p>Required Qualifications</p><ul><li>Bachelor’s degree in commerce / accounting / finance or Inter Chartered Accountant</li><li>Knowledge of Tally Accounting Software</li><li>Understanding of Income Tax compliance</li><li>Basic understanding of capital markets, mutual funds, and banking operations</li></ul><p> </p><p>Preferred Experience</p><ul><li>8-15 years’ experience in accounting / personal finance / family office accounting</li><li>Experience in handling investment transactions and banking coordination</li><li>Familiarity with Demat, mutual funds, and LAS facilities</li></ul><p> </p> Personal Accountant role at Manager level. Position report to President (promoter) and position is based at Head office, Nariman Point.<p> </p><p> </p><p>Role Overview</p><p>The Personal Accountant will be responsible for managing the financial affairs, accounting, taxation, banking, and investment-related transactions of the Promoters and their family HUF. The role involves coordination with banks, share brokers, wealth advisors, and ensuring accurate accounting, compliance, and timely financial reporting.</p><p>Key Responsibilities</p><p>1. Banking Operations</p><ul><li>Handle all banking-related transactions and correspondence.</li><li>Manage payments, receipts, and fund transfers across accounts.</li><li>Maintain proper records and reconciliation of bank statements.</li><li>Coordinate with banks for operational requirements.</li></ul><p>2. Overdraft (LAS – Loan Against Securities) Management</p><ul><li>Identify and coordinate with suitable Banks / NBFCs for LAS facilities.</li><li>Manage pledging and unpledging of securities.</li><li>Monitor utilization to ensure drawn amounts remain within sanctioned limits.</li><li>Ensure timely payment of monthly interest and compliance with lender requirements.</li></ul><p>3. Share Market Transactions (Broker Coordination)</p><ul><li>Place buy and sell orders with share brokers as instructed.</li><li>Arrange funds for purchase transactions.</li><li>Ensure shares purchased are credited to Demat accounts.</li><li>Ensure timely delivery of shares for sale transactions.</li><li>Monitor and confirm receipt of sale proceeds.</li></ul><p>4. Coordination with Wealth Advisors</p><ul><li>Coordinate with wealth advisors for mutual fund investments.</li><li>Open and monitor liquid mutual fund schemes for different purposes.</li><li>Execute purchase and redemption transactions in mutual funds.</li><li>Handle documentation and reporting related to Portfolio Management Services (PMS).</li></ul><p>5. Accounting & Bookkeeping</p><ul><li>Maintain complete books of accounts in Tally.</li><li>Record all financial transactions accurately.</li><li>Perform bank and ledger reconciliations.</li><li>Finalize accounts and prepare financial statements.</li></ul><p>6. Taxation & Compliance</p><ul><li>Prepare computation of income.</li><li>File Income Tax Returns (ITR) for individuals and HUFs.</li><li>Maintain documentation for tax compliance.</li><li>Coordinate with tax consultants when required.</li></ul><p>7. Financial Reporting & Administration</p><ul><li>Prepare monthly Income & Expense statements.</li><li>Prepare monthly fund flow statements.</li><li>Monitor and ensure timely payment of credit card dues.</li><li>Process reimbursement claims for official expenses paid through credit cards.</li><li>Ensure timely payment of insurance premiums, including:<ul><li>Mediclaim policies</li><li>Term insurance policies</li><li>Personal vehicle insurance</li></ul></li></ul><p>Required Qualifications</p><ul><li>Bachelor’s degree in commerce / accounting / finance or Inter Chartered Accountant</li><li>Knowledge of Tally Accounting Software</li><li>Understanding of Income Tax compliance</li><li>Basic understanding of capital markets, mutual funds, and banking operations</li></ul><p> </p><p>Preferred Experience</p><ul><li>8-15 years’ experience in accounting / personal finance / family office accounting</li><li>Experience in handling investment transactions and banking coordination</li><li>Familiarity with Demat, mutual funds, and LAS facilities</li></ul><p> </p><br /> <h3>experience</h3>15