Talent.com
Finance Account Specialist

Finance Account Specialist

Fairgrowth Management Consultants Pvt. Ltd.Jaipur, IN
2 hours ago
Job description

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

  • Coordinate 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.

    • Wealth & Investment Management

  • 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.

    • Property & Asset Oversight

  • 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.

    • Confidential Administration

  • Prepare MIS reports and financial dashboards for the familys internal review.
  • Maintain utmost confidentiality in handling financial and personal information.

    • Preferred candidate profile

  • 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

    • 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 • Jaipur, IN

    Related jobs
    • Promoted
    Account Specialist

    Account Specialist

    The AES Groupjaipur, rajasthan, 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
    • New!
    Senior Manager - Finance & Accounts (20 LPA)

    Senior Manager - Finance & Accounts (20 LPA)

    HR Interface Recruitment ConsultingJaipur, IN
    Important Notes for Applicants.Must have 10-12 years experience with.Real Estate Development / Construction sectors in Finance & Accounting. RERA Compliance from the Finance angle is a must.The comp...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Accounts & Finance Manager

    Accounts & Finance Manager

    Maiz KitchensJaipur, IN
    Maiz Kitchens is not just another QSR chain — we’re a fast-growing movement redefining how people experience fresh, high-quality, crave-worthy food. With both Maiz Mexican Kitchen (www.If you thrive...Show moreLast updated: 2 hours ago
    • Promoted
    AR Follow Up or Accounts Receivable Specialist

    AR Follow Up or Accounts Receivable Specialist

    Svast Healthcare TechnologiesJaipur, 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 / Analyst

    Finance Associate / Analyst

    ValorantJaipur, 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: 6 days ago
    • Promoted
    Finance Executive

    Finance Executive

    Thrillophilia.comJaipur, Rajasthan, India
    We are looking for highly motivated and efficient Accounts payable Specialist for handling entire accounts payable process. Explaining and assisting vendors and stakeholders with account payable pro...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Assistant Manager Finance Account

    Assistant Manager Finance Account

    GKB Hitech Lenses Private LimitedJaipur, IN
    Assistant Manager-Finance & Accounts.Location : Goa (with multi-plant oversight).India’s leading ophthalmic lens manufacturers, we are strengthening our financial governance and operational growth a...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Accounting Specialist - U.S. Accounting & Compliance

    Accounting Specialist - U.S. Accounting & Compliance

    DRRTJaipur, IN
    We are seeking an Accounting Specialist with experience in U.The role focuses on maintaining accurate financial records, ensuring compliance with U. This position offers exposure to international ac...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Trade Finance Specialist - Invoice Finance

    Trade Finance Specialist - Invoice Finance

    Selections HR Services Private LimitedJaipur, IN
    To manage end-to-end operations for.Validate invoices submitted for financing and process funding requests.Allocate and reconcile cash received via BACS, remittances, and cheques.Monitor arrears, e...Show moreLast updated: 3 hours ago
    • Promoted
    Fund Accounting Manager

    Fund Accounting Manager

    Selections HR Services Private LimitedJaipur, 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
    Account Executive

    Account Executive

    Anand International College of Engineering, JaipurJaipur, Rajasthan, India
    The Account Executive is responsible for managing day-to-day financial transactions, maintaining accurate records, preparing financial statements, and ensuring compliance with statutory regulations...Show moreLast updated: 6 days ago
    • Promoted
    Finance Associate / Assistant Manager

    Finance Associate / Assistant Manager

    GROWWTH PARTNERSJaipur, 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
    • New!
    Freelance Consultant-Supply Chain Finance

    Freelance Consultant-Supply Chain Finance

    Flexing It®Jaipur, IN
    Our client is a leading global snacking company and are looking to engage with a Supply Chain Finance.Coordinate, follow up, and ensure timely system updates for KIMM (Cost Saving) initiatives.Coll...Show moreLast updated: 3 hours ago
    • Promoted
    Accounts Receivable Specialist

    Accounts Receivable Specialist

    Infojini IncJaipur, IN
    Operational & Process Management.Oversee the end-to-end AR process : invoicing, cash application, collections & dispute resolution. Monitor customer accounts, ageing reports, overdue balances; set an...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Assistant Manager– Finance & Accounts

    Assistant Manager– Finance & Accounts

    Zetexa GlobalJaipur, IN
    Zetexa Global Private Limited is a rapidly growing startup led by visionary leaders from IIT and IIM.We are revolutionizing the Travel Tech, Consumer IoT, and M2M industries with cutting-edge digit...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Lead Associate Finance

    Lead Associate Finance

    Vistec PartnersJaipur, IN
    Job Title : Lead Associate Finance.Bachelor’s / Master’s in Finance, Accounting, or related field (CA not required).We are seeking a Finance Associate with strong accounting expertise and a solid unde...Show moreLast updated: 3 hours ago
    • Promoted
    Account Executive (US Accounting)

    Account Executive (US Accounting)

    Ambit Tax and AccountingJaipur, 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: 5 days ago
    • Promoted
    • New!
    Financial Reporting Specialist

    Financial Reporting Specialist

    RadixJaipur, IN
    We are seeking a dynamic Chartered Accountant to join our finance team as a.Specialist – Financial Reporting.The ideal candidate will bring strong academic and practical grounding from articleship,...Show moreLast updated: 2 hours ago