Accountant (Personal)

10 years

4 - 6 Lacs

Posted:1 month ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Maintain and update individual’s personal accounts and ledgers accurately
  • Record and reconcile share market transactions (Equity purchases and sales, Capital gains calculation, F&O accounting)
  • Finalise books of accounts on a periodic basis
  • Prepare data for GST returns
  • Track personal expenses, income, and asset-liability statements
  • Coordinate with banks, brokers, and other financial institutions for data reporting
  • Maintain confidentiality of sensitive financial information

Qualifications:

  • B.Com / M.Com / Equivalent qualification in Accounting or Finance
  • Sound understanding of personal taxation, capital gains, and financial instruments
  • Proficient with Tally
  • Strong knowledge of MS Excel (formulas, pivot tables, lookups, etc.)
  • Good communication and coordination skills
  • High level of integrity and discretion with financial data

Experience:

  • 10+ years of experience in handling individual or HNI accounts
  • Experience in working with personal/family offices

Job Types: Full-time, Permanent

Pay: ₹40,000.00 - ₹55,000.00 per month

Benefits:

  • Flexible schedule
  • Health insurance
  • Paid sick time
  • Paid time off
  • Provident Fund

Application Question(s):

  • What is your notice period?
  • Have you handled personal accounts for individuals/families?

Experience:

  • Accounting: 8 years (Preferred)

Work Location: In person

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