Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.shimoga, karnataka, in4 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 • shimoga, karnataka, in
Related jobs
- Promoted
- New!
Group Accountant
PointspayShimoga, IN PLEASE APPLY ONLY IF YOU ARE READY TO WORK AS A CONTRACTOR / CONSULTANT.Pointspay is developing the future of spending and collecting loyalty points or miles when shopping online.Thanks to Pointspay,...Show moreLast updated: 8 hours ago
- Promoted
- New!
Oracle Functional Finance Consultant
AtomShimoga, IN As an experienced Oracle Functional Finance Consultant in Oracle ERP (Fusion or EBS) you will be responsible for leading and supporting financial process optimization, system configuration, and end...Show moreLast updated: 8 hours ago
- Promoted
- New!
Financial Reporting Specialist
Radixdavanagere, karnataka, 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: 4 hours ago
- Promoted
Finance Associate / Analyst
ValorantShimoga, 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
US Billing + Accounting
AKM GlobalShimoga, IN We are seeking a detail-oriented and proactive Accounting Specialist with expertise in Accounts Receivable (AR), Billing, Financial Statement Preparation, Journal Entries, and client coordination.T...Show moreLast updated: 30+ days ago
- Promoted
Accountant
Refyne IndiaShimoga, IN We are looking for a proactive and detail-oriented.This role involves full-cycle accounting — from invoice receipt and validation to the preparation of accurate financial statements and audit suppo...Show moreLast updated: 1 day ago
- Promoted
- New!
SAP FI Specialist - Concur (T&E) Integration
Delta System & Software, Inc.Shimoga, IN Role : SAP FI Specialist - Concur (T&E) Integration.Shift time : 2 pm to 11 pm / 1 pm to 10 pm.Own and optimize SAP FI (S / 4HANA / ECC) with a focus on Travel & Expense (Concur via MuleSoft, AirPlus) an...Show moreLast updated: 8 hours ago
- Promoted
Finance & Accounting Expert - 50816
TuringShimoga, IN Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support...Show moreLast updated: 3 days ago
- Promoted
- New!
Freelance Consultant-Supply Chain Finance
Flexing It®davanagere, karnataka, 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: 4 hours ago
- Promoted
Account Specialist
The AES Groupdavangere, karnataka, 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
Fund Accounting Manager
Selections HR Services Private LimitedShimoga, 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 (US Accounting)
Ambit Tax and AccountingDavanagere, 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
Finance Associate / Assistant Manager
GROWWTH PARTNERSShimoga, 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
Compliance Specialist – Affordable Housing (LIHTC)
Castellan Real Estate PartnersDavanagere, IN Compliance Specialist – Affordable Housing (LIHTC).Remote (Based in India, supporting California projects).Full-time | Must be available to work in Pacific Standard Time (PST) overlap hours.We are ...Show moreLast updated: 6 days ago
- Promoted
AR Follow Up or Accounts Receivable Specialist
Svast Healthcare TechnologiesShimoga, 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
SAP Finance Program manager
Sapphire Software Solutions IncDavanagere, 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
- New!
Accounts & Finance Manager
Maiz Kitchensdavanagere, karnataka, 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: 4 hours ago
- Promoted
Payments & Fraud Specialist
Abacus.AIDavanagere, IN We’re looking for a Payments & Fraud Specialist to manage payment operations and prevent fraud across our Stripe systems.
Monitor payments, disputes, and chargebacks in Stripe.Detect and resolve fra...Show moreLast updated: 5 days ago