Senior Finance / Accounts Manager - Manufacturing Job in Bangalore Samvith Technologies

3.0 - 5.0 years

5 - 7 Lacs

Bengaluru

Work from Office

Job Title: Senior Finance / Accounts Manager - Single Family Office Location: Bangalore, India Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 3-5 years Qualifications CA Inter / MBA/ M.Com / B.Com • 3-5 years of experience in accounting, taxation, and compliance Hands-on with Tally ERP, GST, TDS, banking, and payment processing About the Family Office We are a privately managed Single Family Office overseeing a diversified portfolio that includes rental-yielding real estate, Direct Equities, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs, and Global Investments. Role Overview We are seeking a dependable and detail-oriented Senior Finance & Accounts Manager to manage day-to-day accounting, tax compliance, vendor payments, and investment documentation. The role requires ownership of books across entities, ensuring all financial and compliance activities are accurate, timely, and well-documented. Key Responsibilities Accounting & Bookkeeping (Tally ERP) Maintain books of accounts for Pvt Ltd companies and family members using Tally ERP • Record all income, expenses, inter-entity transfers, and investment transactions accurately. Handle monthly bank, credit card, and inter-company reconciliations • Prepare trial balances, P&L, and Balance Sheets for internal review Tax & Statutory Compliance File monthly GST returns and manage GSTR-1 and GSTR-3B • Handle quarterly TDS filing • Track and pay advance taxes, support annual ITR coordination • Liaise with external CA firms for audits and tax filings • Coordinate with Company Secretary for ROC filings and statutory records Payments & Expense Management Process vendor and service provider payments through online banking/offline channels Maintain expense tracker for recurring bills and subscriptions Ensure all disbursements are supported by proper invoices and approval trails Investment Documentation & Onboarding Manage KYC, onboarding, and documentation for new investments in: Mutual Funds, PMS, AIFs, Equities, ETFs, Bonds Coordinate with fund managers, brokers, and platforms for: o Account opening forms, FATCA, CRS, POAs, nominee forms Maintain signed agreements, statements, and onboarding packs Ensure timely submission of LRS-related documents like Form A2 and 15CA/CB (with CA support) Administrative Support & Record Keeping Maintain both digital and physical documentation for all entities Coordinate with the investment analyst or CIO for updates to Asset Vantage • Ensure audit readiness through organized, up-to-date records Candidate Profile Qualifications CA Inter / MBA/ M.Com / B.Com • 3-5 years of experience in accounting, taxation, and compliance Hands-on with Tally ERP, GST, TDS, banking, and payment processing Preferred Experience Exposure to investment operations, HNI/family office environment Familiarity with onboarding processes for MFs, PMS, AIFs, equity, demat accounts • Working knowledge of Asset Vantage, Excel, and document management tools Key Attributes • Trustworthy and discreet handling sensitive financial data • Detail-oriented with strong follow-through Good communicator able to coordinate with CA firms, wealth managers, and internal team • Independent, proactive, and able to manage multiple priorities What We Offer • Opportunity to work in a lean, professional, and long-term family office setup • Diverse exposure to financial and investment operations Collaboration with experienced CIO and external advisors Competitive salary with performance-linked bonus Sowmya Samvith Technologies 9844188855

Posted 2 weeks ago

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