No longer accepting applications
Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.pune, maharashtra, in13 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 • pune, maharashtra, in
Related jobs
- Promoted
Accounts Receivable Specialist
Searce IncPune, Maharashtra, India If you are second to none when it comes to the preparation, review and filing of tax forms and returns.We are seeking highly motivated and detail-oriented individuals to join our Finance & Accounts...Show moreLast updated: 25 days ago
- Promoted
Accounts Payable Specialist
EYEGLOBAL SOLUTIONS PVT. LTD.Pune, Maharashtra, India Mandatory to have excellent English communication.Unlock Your Future with Expert Recruitment!.Show moreLast updated: 5 days ago
- Promoted
Assistant Manager Finance Account
Gera Developments Pvt. Ltd.pune, maharashtra, in Gera Developments Pvt Ltd stands at #4 in India and #18 in Asia at Great Places to work (GPTW) under Mid-Size Companies and are the only developers in the top 10.
We are also amongst India's Top Wor...Show moreLast updated: 19 days ago
- Promoted
- New!
Trade Finance Specialist - Invoice Finance
Selections HR Services Private LimitedPune, Maharashtra, India 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: 2 hours ago
- Promoted
AR Follow Up or Accounts Receivable Specialist
Svast Healthcare Technologiespune, maharashtra, 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
Structured Finance Specialist
Scry AIPune, Maharashtra, India 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 Executive (US Accounting)
Ambit Tax and AccountingPune, 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
Sap Finance Control Consultant
InfraBeat Technologies Pvt. Ltd.pune, maharashtra, in Name of Organization : InfraBeat Technologies Pvt.Designation : SAP FICO Consultant.Qualification : Post-Graduation is a must ( MCOM , MBA).
Involved with 1-2 End-to-end SAP Projects Implementation.SAP...Show moreLast updated: 30+ days ago
- Promoted
Account Specialist
The AES Grouppune, maharashtra, 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
Finance Associate
ArtefactPune, Maharashtra, India As a Finance Associate you are responsible for analyzing and interpreting financial information of Artefact Companies to assist making the informed business decisions.
This may include creating fina...Show moreLast updated: 6 days ago
- Promoted
Sap Finance Control Consultant
Bosch Global Software TechnologiesPune, Maharashtra, India Experience Level : 6+ Yrs exp in SAP Finance System is a must.Create and implement SAP Finance solutions to meet the organization’s financial needs.
S / 4 HANA Support Experience is required.Configure...Show moreLast updated: 6 days ago
- Promoted
Team Member - Finance & Accounts
Suzlon GroupPune, Maharashtra, India Job Description – Chartered Accountant (Fresher).Role - Finance & Accounts (Record to Report).Sub-Department : Accounting and Reporting.
We are looking for a highly motivated.Chartered Accountant (Fr...Show moreLast updated: 5 days ago
- Promoted
Chartered Accountant
Fleetguard Filters Pvt. Ltd.Pune, Maharashtra, India Accurate and correct accounting.Mandatory / Key activities of the role –.Legal Compliance with applicable laws (Direct tax, Indirect tax, etc.
Finalization of Accounts and preparation of financial sta...Show moreLast updated: 6 days ago
- Promoted
Audit & Finance Specialist
Searce IncPune, Maharashtra, India Driving intelligent tax strategies and flawless compliance as a 'forward-deployed solver' (fds) by architecting a resilient tax framework and ensuring every decision aligns with business outcomes.W...Show moreLast updated: 25 days ago
- Promoted
Fund Accounting Manager
Selections HR Services Private LimitedPune, 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
- New!
Account Executive
Solytics Partnerspune, maharashtra, in We are looking for a detail-oriented and proactive Accounts Executive with 2-4 years of experience to join our finance team.
The ideal candidate will support day-to-day accounting operations, ensure...Show moreLast updated: 5 hours ago
- Promoted
Private Equity Specialist
Right MovePune, Maharashtra, India We are hiring for •Private Equity Specialist •.We are looking Candidates who have expertise into Private Equity Fund Accountant.
A CA or CPA designation or equivalent professional accounting qualific...Show moreLast updated: 3 days ago
- Promoted
Transaction Services Specialist
PRI Globalpune, maharashtra, in Associate Specialist – Transaction Services.Minimum 1–3 years of relevant experience in finance operations, preferably in KPO / BPO environments.
Educational / Professional Background : .Finance or accoun...Show moreLast updated: 28 days ago