Junior Accountant / Accountant (Family Office)

2 - 5 years

0 - 3 Lacs

Posted:Just now| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Overview

The Junior Accountant will manage day-to-day accounting and investment records for the Family Office, its sister concerns, and its Not-for-Profit (NPO) entity. The role includes maintaining books in Tally, handling investment accounting across diverse asset classes, managing bank and foreign currency transactions, supporting payroll and tax compliance, and providing data for MIS and reporting. The position requires accuracy, confidentiality, and strong coordination skills.

Qualifications & Experience

  • Inter CA - 2 to 5 years of experience in accounting.
  • CA - Upto 2 years of experience in accounting.
  • experience in a Family Office / Wealth Management / PMS / Investment Accounting environment will be an advantage.
  • Proficiency in Tally is mandatory

    , including multi-entity accounting and investment-related modules.
  • Prior exposure to investment instruments such as equity, mutual funds, PMS, AIF, bonds, and structured products is desirable.
  • Working knowledge of TDS, GST, and income tax provisions applicable to routine transactions.

Key Skills

  • Strong understanding of accounting concepts, reconciliations, and investment instruments.
  • High level of accuracy, confidentiality, and diligence.
  • Good Excel skills and ability to manage large datasets.
  • Strong follow-up and coordination abilities with banks, brokers, PMS/AIF teams, and consultants.
  • Ability to handle multiple entities and maintain disciplined financial records.

Reporting To

Family Office Head

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