No longer accepting applications
Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.anand, gujarat, in14 hours ago
Job descriptionCoordinate with external Chartered Accountants and tax advisors for timely filing of ITRs (individual, HUF, trusts, etc.). Ensure compliance with Income Tax, FEMA, and other financial regulations. Maintain documentation for audits, assessments, and property-related transactions. Track and review the familys investment portfolios (mutual funds, equities, real estate, insurance, etc.). Liaise with wealth managers, advisors, and financial institutions for periodic reviews. Monitor asset performance and provide recommendations for optimization. Maintain a consolidated record of all family assets and liabilities. Manage rental income, property documentation, and renewals. Coordinate with legal, valuation, and property management professionals. Prepare MIS reports and financial dashboards for the familys internal review. Maintain utmost confidentiality in handling financial and personal information. Qualification : Chartered Accountant (CA), MBA (Finance), or Certified Financial Planner (CFP). Experience : 7 to 15 years managing personal / family accounts, UHNI portfolios, or private banking operations. Strong knowledge of taxation, investments, compliance, and accounting systems. Proficient in Tally, MS Excel, and digital accounting tools. Excellent communication, discretion, and organizational abilities
Our client, a listed real estate developer, is searching for a Manager Personal Accounts, Taxation and Wealth Management role in Andheri, Mumbai
Reporting To : Family Principal / Family Office Head
We are seeking a highly experienced and trustworthy professional to manage the complete financial portfolio of an Ultra High Net Worth Individual (UHNI) family. The role involves overseeing personal accounting, taxation, investments, and wealth management with the utmost confidentiality, precision, and compliance.
CTC Offered for the role is 30-35 Lacs per annum max
Role & responsibilities
Personal Accounting & Finance
- Manage and maintain personal and family accounts, ledgers, and reconciliations.
- Prepare monthly financial summaries and cash flow reports.
- Handle banking operations, fund transfers, and payment schedules.
Taxation & Compliance
Wealth & Investment Management
Property & Asset Oversight
Confidential Administration
Preferred candidate profile
Perks and benefits
Alternate Saturday's would be off
If you are actively considering new opportunities , kindly forward your updated resume for evaluation and shortlisting.
Regards,
Deepak
M : 98676 96869
E : deepak@fairgrowthindia.com
Create a job alert for this search
Finance Specialist • anand, gujarat, in
Related jobs
)
- Promoted
- New!
Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.Ahmedabad, Republic Of India, IN Our client, a listed real estate developer, is searching for a Manager.Personal Accounts, Taxation and Wealth Management.
Reporting To : Family Principal / Family Office Head.We are seeking a highly ...Show moreLast updated: 3 hours ago
- Promoted
Finance Associate / Analyst
ValorantNadiad, IN Valorant Consulting is seeking a Finance Associate to support the firm’s leadership in managing financial operations, reporting, and analysis.
This is a hands-on role that combines finance administr...Show moreLast updated: 7 days ago
- Promoted
SAP Finance Program manager
Sapphire Software Solutions IncAnand, IN Chartered accountant certified needed for this.Strong working knowledge of SAP Finance modules (AP, AR, GL).Solid understanding of core finance processes at a BA level : .
Treasury : Payment terms, pay...Show moreLast updated: 1 day ago
- Promoted
Senior Accounting Specialist (CA ONLY)
Asian Hiresvadodara, gujarat, in POSITION REPORTS TO : CORP ACCOUNTING – AR (POD LEADER).POSITION LOCATION : VADODARA, INDIA (On-Site).The Senior Accounting Specialist will play a key role in managing and ensuring the accuracy of th...Show moreLast updated: 3 days ago
- Promoted
Fund Accounting Manager
Selections HR Services Private LimitedVadodara, IN Oversee daily and periodic NAV calculations for assigned funds.Review and ensure timely preparation of financial statements in accordance with IFRS, US GAAP, or other applicable standards.Manage ac...Show moreLast updated: 30+ days ago
- Promoted
Senior Executive Finance & Accounts
CollaberaVadodara, Gujarat, India Senior Executive Finance & Accounts.We are seeking a detail-oriented and experienced Senior Executive Finance & Accounts to support our finance department with accounting, financial reporting, and ...Show moreLast updated: 7 days ago
- Promoted
Account Executive (US Accounting)
Ambit Tax and AccountingNadiad, IN At Ambit Tax & Accounting, we provide top-quality accounting, tax, and business advice to corporations, small businesses, CPA firms, restaurants, and individuals across the U.For over 8 years, we'v...Show moreLast updated: 6 days ago
- Promoted
Team Specialist - Finance and Accounts
ConfidentialAhmedabad, India We help industries such as steel, construction, sugar, pharmaceuticals, agriculture, and petrochemicals produce world-class products with our innovative and researched limestone solutions.To delive...Show moreLast updated: 10 days ago
- Promoted
Financial Reporting Specialist
Paperchase Accountancy (GDC)Ahmedabad, Republic Of India, IN The ideal candidate will be responsible for managing day-to-day accounting operations, ensuring accuracy in financial reporting.
Maintain general ledger and ensure all financial transactions are pro...Show moreLast updated: 3 days ago
- Promoted
Structured Finance Specialist
Scry AIanand, gujarat, in Structured Finance Specialist – Subject Matter Expert (AI Products).Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI, insurance, logistics, and industrial ...Show moreLast updated: 6 days ago
- Promoted
Account Manager
Astral LimitedAhmedabad, Gujarat, India We are looking for a highly skilled.Consultant with deep functional expertise across.Treasury Management, Advanced Financial Closing, Advanced Receivable Management and Project System Module.The id...Show moreLast updated: 26 days ago
- Promoted
Accounts Receivable Specialist - RCM
SourceIN SolutionsAhmedabad, Gujarat, India Maintain detailed documentation of all communication and actions taken on accounts.HIPAA and company data security policies.
Communicate effectively for any denial trends, suggestions to billing / cod...Show moreLast updated: 5 days ago
- Promoted
Revenue Accounting Specialist– (Qualified CA ONLY)
Asian HiresVadodara, Gujarat, India POSITION REPORTS TO : CORP ACCOUNTING – AR (POD LEADER).POSITION LOCATION : VADODARA, INDIA (On-Site).The Senior Accounting Specialist will play a key role in managing and ensuring the accuracy of th...Show moreLast updated: 4 days ago
- Promoted
Account Specialist
The AES Groupanand, gujarat, in US Tax & Accounting Specialist.US Tax & Accounting Specialist.US Tax, USE Tax, and US Indirect Tax.The ideal candidate should possess hands-on expertise in managing tax compliance, accounting opera...Show moreLast updated: 3 days ago
- Promoted
AR Follow Up or Accounts Receivable Specialist
Svast Healthcare TechnologiesVadodara, IN Svast Healthcare Technologies is a trusted Revenue Cycle Management (RCM) and billing partner for physician practices and provider groups.
We have billed over $1B+ for 100+ clients, guaranteeing an ...Show moreLast updated: 30+ days ago
- Promoted
Finance Associate / Assistant Manager
GROWWTH PARTNERSAhmedabad, IN Only serious candidates should apply.This is a challenging position.Apply only if (a) you are looking for a really challenging opportunity (b) you are looking for an opportunity with global exposur...Show moreLast updated: 1 day ago
- Promoted
Accounts Receivable Specialist
Artelye India CoAhmedabad, Gujarat, India Job Description and Requirements - Accounts Receivable Specialist –.Founded by Josh Yoltay on the principles of Quality, Craftsmanship and Service, Artelye today operates as a.AIA G702 / G703 billing...Show moreLast updated: 21 days ago
- Promoted
Project Finance Specialist
Integrated Personnel Services LimitedAhmedabad, Gujarat, India Looking for candidate who should have experience in equity funding, debt raise, fund raising, project finance from Renewable energy (Solar / Wind / BESS).
Job Role : Need Assistant Manager, Deputy Mana...Show moreLast updated: 6 days ago