Executive - Accountant

5 - 10 years

4 - 9 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and responsibility:

  • Budgeting & Expense Management

  • Develop and maintain monthly and annual budgets
  • Monitor spending across categories (utilities, education, travel, etc.)
  • Identify cost-saving opportunities

  • Bill Payments & Cash Flow

  • Ensure timely payment of bills, subscriptions, and loans
  • Track income sources and manage cash flow to avoid shortfalls

  • Tax Preparation & Compliance

  • Prepare and file personal and family tax returns
  • Maintain records of deductible expenses and charitable contributions
  • Liaise with external tax advisors if needed

  • Investment & Asset Oversight

  • Track family investments, savings accounts, and retirement funds
  • Provide reports on portfolio performance and asset allocation
  • Coordinate with financial advisors for long-term planning

  • Recordkeeping & Reporting

  • Maintain organized records of all financial transactions
  • Generate monthly financial statements and summaries
  • Prepare reports for family members or trustees

Require 5+ years of experience in accounting. Strong understanding of tax laws and personal finance

Skills & Attributes

  • High level of integrity and confidentiality
  • Excellent organizational and time-management skills
  • Strong communication and interpersonal abilities
  • Detail-oriented with analytical thinking

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