Manage organizational tasks such as scheduling, record-keeping, and correspondence. Coordinate with teams to ensure smooth daily operations. handle administrative challenges. includes research and sourcing information and purchase , work as a personal assistant , very good English is a must
Personal Accountant – Key Responsibility Areas (KRAs) Dedicated Full-Time Personal / Private-Office Role 1. Personal Financial Record Management - Maintain accurate and well-organized records of all personal and family financial transactions. - Reconcile income, expenses, reimbursements, and outstanding receivables. - Maintain documentation for investments, insurance, EMIs, loans, and high-value personal purchases. - Create structured digital and physical filing systems for all personal financial documentation. 2. Personal Banking, Payments & Collections - Manage all personal banking operations including transfers, cheque deposits, NEFT/RTGS, UPI transactions, and reconciliations. - Ensure timely processing of personal payments: utilities, credit cards, insurance, EMIs, society dues, and taxes. - Prepare and issue personal invoices where applicable (rent, reimbursements, personal business income). - Track and follow up on payment collections; maintain updated payables/receivables aging reports. - Communicate payment reminders and updates in clear, polished English. 3. Personal Investments & Asset Tracking - Maintain a consolidated statement of personal and family investments. - Track maturity dates, renewal points, and returns. - Prepare monthly or quarterly summaries for personal review. - Maintain documentation for properties, vehicles, insurance policies, and long-term assets. 4. Personal Tax & Compliance - Coordinate with the CA for personal income tax filings, advance tax, capital gains, and documentation. - Track Form 26AS, TDS certificates, investment proofs, and deductions. - Prepare well-structured tax files and summaries in excellent written English. - Ensure compliance with all personal financial and tax regulations. 5. Personal Budgeting, Expense & Project Expense Tracking - Prepare monthly and annual personal budgets. - Track expenses vs. budgets, highlight deviations, and recommend optimizations. - Maintain detailed logs and tracking sheets for personal projects (home interiors, property work,major purchases). - Compare project expenses against approved budgets and highlight overruns. - Present monthly cash-flow reports and financial summaries. 6. Vendor, Staff & Service Provider Payments (Personal Only) - Manage payments for household staff, drivers, and personal service providers. - Maintain salary, advance, and reimbursement logs. - Verify vendor invoices and ensure timely payments. - Maintain transparent records for all personal staff-related finances. 7. Reporting & MIS (Personal Office) - Prepare a weekly personal finance summary (payments, receivables, upcoming dues, balances). - Deliver a monthly dashboard summarizing expenses, investments, returns, and tax updates. - Prepare an annual consolidated personal financial report. - All reports must be presented in clear, well-written English. 8. Confidentiality & Dedicated Support - Maintain highest confidentiality over all personal, family, and financial information. - This is a dedicated personal role – not shared with any corporate or business function. - Ensure secure digital and physical backup of financial documents. - Demonstrate maturity, discretion, and reliability at all times. Preferred Background - B.Com / M.Com with 5–10 years of experience in personal accounting or family office roles. - Excellent English communication (written and verbal) is essential. - Strong proficiency in Excel, Tally, Google Workspace, and digital banking. - Experience with invoicing, collections, tax coordination, investment tracking, and project expense management. - Trustworthy, detail-oriented, proactive, and strong in follow-ups