Act as an agent for clients in buying and selling stocks Provide market insights and trading advice Maintain client relationships and transaction records Ensure regulatory compliance in trading activities

Job Summary: We are looking for a talented Team Lead and Accounts Executive to join our dynamic accounting and bookkeeping team. The role involves managing financial operations, overseeing a team, and ensuring client satisfaction through accurate and timely service delivery. The candidate should be capable of leading and mentoring a team while also handling day-to-day accounting responsibilities. Key Responsibilities: 1. Team Management (For Team Lead role): Supervise and mentor the accounting and bookkeeping team. Delegate tasks, ensuring balanced workloads and timely completion. Conduct regular team meetings and performance reviews. 2. Client Management: Serve as the main point of contact for clients. Address client queries, ensure service quality, and build strong relationships. 3. Financial Operations: Oversee accounting activities including accounts payable/receivable, payroll, general ledger, and financial reporting. Review financial statements and ensure compliance with applicable regulations. Reconcile bank accounts and assist with audits. 4. Process Improvement: Identify and implement process improvements. Ensure the effective use of modern accounting software (QuickBooks, Xero, Sage) for efficiency. Monitor and optimize accounting processes. 5. Training and Development: Provide training to team members to improve their skills. Stay updated with industry trends and share knowledge with the team. 6. Performance Management (For Team Lead role): Set performance goals, provide constructive feedback, and support professional growth. Qualifications: For Team Lead Role: Bachelors/Masters degree in Accounting, Finance, or related field. CA Inter or equivalent professional certification preferred. Minimum 5 years of accounting experience, with at least 2 years in a supervisory role. For Accounts Executive Role: Bachelors/Master's degree in Accounting, Finance, or related field. CA Inter or equivalent preferred. Fresher / Experienced candidates in accounting. Preferred candidate profile Strong knowledge of US accounting and bookkeeping standards (preferred). Proficiency in accounting software (QuickBooks, Xero, Sage) (preferred). Excellent communication, organizational, and time-management skills. Ability to work under pressure and meet deadlines. Competencies: Team leadership and management Client relationship management Attention to detail and accuracy Problem-solving and analytical skills Adaptability and flexibility