Accounts Manager

Job Description

Position Title: Accounts Executive Location: Navi Mumbai (Vashi) Experience: 3+ years Industry: Financial Planning / Financial Services Preferred: CA Interns or candidates with experience in CA firms ⸻ Job Responsibilities: 1. Taxation & Compliance: • Preparation and filing of Income Tax Returns (ITRs) for Resident Indians & NRIs. • Tax computation for individuals, including capital gains, deductions, and rebates. • Coordinating with clients for tax documentation and resolving taxation queries. • Support in TDS filing, tax payments, and reconciliation of Form 26AS. 2. Accounting & Financial Operations: • Bank reconciliation and brokerage reconciliation on a regular basis. • Raising invoices to AMCs, Insurance Companies, and other partners for commissions, fees, and brokerage. • Tracking collections and follow-ups for outstanding payments. • Managing petty cash, expense tracking, and assisting in preparation of monthly accounts dashboard. 3. Reporting & MIS: • Preparing monthly MIS reports for management on revenue, expenses, receivables, taxation, and profitability. • Generating reports on pending ITR filings, renewals, and collections. • Coordinating with Financial Planning and Operations teams for client-wise accounting and reporting. 4. Other Responsibilities: • Assistance in preparation of audit documents as required. • Staying updated with taxation laws relevant to individual and NRI clients. • Supporting ad hoc reporting needs and analysis for business growth. ⸻ Desired Candidate Profile: • B.Com / M.Com / CA Intern (Preferred) • 3+ years of relevant experience in CA firms or financial services firms. • Strong knowledge of ITR filing for NRI & Resident Indians. • Good command of MS Excel and familiarity with accounting & tax software (ClearTax, Winman, or similar). • Strong communication skills with ability to handle client interactions independently. • Detail-oriented, organized, and comfortable working in a fast-paced environment. ⸻ Why Join Us? • Work with a women-driven financial planning firm catering to HNIs and NRI clients. • Exposure to end-to-end taxation and financial operations. • Career growth opportunities in wealth management and financial services. Salary: Competitive, based on experience & qualifications visit our website : www.finoviserfinancialservices.com , www.vfinancialservices.com or mail us on : info@vfinancialservices.com