No longer accepting applications
Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.thoothukudi, India5 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 : E :
Create a job alert for this search
Finance Specialist • thoothukudi, India
Related jobs
- Promoted
Finance Associate / Assistant Manager
GROWWTH PARTNERSThoothukudi, 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: 2 days ago
- Promoted
SAP Finance Program manager
Sapphire Software Solutions IncThoothukudi, 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: 2 days ago
- Promoted
QuickBooks Accounting Specialist
Trident ConsultingThoothukudi, IN Trident Consulting is looking for a ".QuickBooks Accounting Specialist – US Staffing".Role : QuickBooks Accounting Specialist – US Staffing.
Location : India – Chennai (Preferred) – other locations ar...Show moreLast updated: 7 days ago
- Promoted
Structured Finance Specialist
Scry AIthoothukudi, tamil nadu, 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: 7 days ago
- Promoted
Finance and Accounts Executive (Hospitality / US Timezone)
PeopleGeneThoothukudi, IN Ensure proper Revenue Recognition practices.Manage Client Trust Funds effectively.Liaise with Corporate Tax Accountants quarterly.
Prepare quarterly financial statements.Contribute to upcoming ventu...Show moreLast updated: 7 days ago
- Promoted
Compliance Specialist – Affordable Housing (LIHTC)
Castellan Real Estate PartnersThoothukudi, 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: 7 days ago
- Promoted
Associate Account Manager - Recruitment
Brightpath Associates LLCThoothukudi, IN We are looking for Candidates from 2 year to 8 year of experience • • • • • • •.Please do not apply if you are more than 8+years of exp, will be over qualified.
We are looking from only US staffing backgro...Show moreLast updated: 30+ days ago
- Promoted
Account Executive (US Accounting)
Ambit Tax and AccountingThoothukudi, 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 / Analyst
ValorantThoothukudi, 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
Payments & Fraud Specialist
Abacus.AIThoothukudi, 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: 6 days ago
- Promoted
AR Follow Up or Accounts Receivable Specialist
Svast Healthcare TechnologiesThoothukudi, 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
US Billing + Accounting
AKM GlobalThoothukudi, 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 IndiaThoothukudi, 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: 2 days ago
- Promoted
Yardi Voyager + Quickbooks (US Property Accounting)
AKM GlobalThoothukudi, IN We are seeking a dedicated and highly skilled.The ideal candidate will be an experienced accounting professional with a strong background in.
You should possess a solid understanding of.CAM reconcil...Show moreLast updated: 30+ days ago
- Promoted
Fund Accounting Manager
Selections HR Services Private LimitedThoothukudi, 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
Finance & Accounting Expert - 50816
TuringThoothukudi, 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
FATCA / CRS Reporting Specialist
OptaxThoothukudi, IN Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy.Focusing on private fu...Show moreLast updated: 30+ days ago
- Promoted
Oracle Finance Functional Consultant
Intellicore Consulting GroupThoothukudi, IN Intellicore is a global services provider with a focus exclusively on delivering world class services in the domains of Oracle Enterprise Resource Planning, Enterprise Performance Management, Busin...Show moreLast updated: 30+ days ago