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1 Job openings at Suretax Fincare Pvt Ltd
Personal Assistant to Chartered Accountant (CA)

Pune, Maharashtra, India

2 years

Not disclosed

On-site

Full Time

Job Title: Personal Assistant to Chartered Accountant (CA) Location: Baner, Pune Job Type: Full-Time Working Days: Monday to Saturday Work Hours: [10:30 to 6:30] Experience Required: 0–2 Years (Freshers with good communication skills can apply) Education Qualification: Graduate (B.Com/BBA preferred, but not mandatory) Job Summary: We are seeking a proactive and well-organized Personal Assistant to support a Chartered Accountant in managing daily professional and administrative activities. The ideal candidate should be efficient in coordination, scheduling, communication, and follow-ups. Telecalling or customer communication skills will be considered a strong advantage. Key Responsibilities: Manage and maintain the CA's schedule including appointments, meetings, and deadlines. Follow up with clients via calls, WhatsApp, and email for documentation, payments, and confirmations. Prepare and maintain client data, reports, and follow-up trackers in Excel or Google Sheets. Coordinate with internal teams and vendors for document collection, submission, and filing. Handle basic client queries related to documentation, processes, and services. Assist in the preparation of invoices, contracts, and other documentation. Maintain confidentiality of sensitive information and ensure organized filing of records. Provide reminder support for tax filings, compliance deadlines, and renewals. Support with telecalling activities for client coordination, appointment setting, or basic service inquiries. Handle administrative and operational support tasks as assigned. Required Skills: Strong verbal and written communication skills (English and regional language preferred). Proficiency in MS Office/Google Workspace (Excel, Word, Gmail, Calendar). Good organizational and time management abilities. Ability to multitask, prioritize, and manage time effectively. Basic understanding of accounting/taxation terms is a plus. Confidence in making follow-up or coordination calls (Telecalling experience is a plus). Additional Benefits: Exposure to a wide range of CA practices including taxation, audits, and compliance. Opportunity to build career skills in finance and client servicing. Growth opportunity to move into client servicing or accounts support role. Salary: as per Industry Norms (based on experience) Show more Show less

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