Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.Aurangabad, Republic Of India, IN3 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 • Aurangabad, Republic Of India, IN
Related jobs
Job Description : Manage day-to-day GL accounting operations, ensuring accurate and timely finan...Show moreLast updated: 6 hours ago
- Promoted
Audit & Finance Specialist
Searce IncMaharashtra, 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 ou...Show moreLast updated: 14 days ago
- Promoted
Manager - Finance & Accounts
PilgrimMaharashtra, India Founded in 2019 by IIT-B and IIM-A Alumni, Pilgrim is one of the fastest-growing Beauty & Personal Care brands that offers 250+ SKUs across face care, haircare, skincare, makeup and fragrances at o...Show moreLast updated: 1 day ago
- Promoted
Investment Banking Specialist
Systematix GroupMaharashtra, India MBA / CA / CFA or equivalent professional qualification.Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including.
Investment Banking, Institutional...Show moreLast updated: 14 days ago
- Promoted
Fund Accounting Manager
Selections HR Services Private LimitedAurangabad, 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
Assistant Manager Finance Account
Gera Developments Pvt. Ltd.Maharashtra, India 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...Show moreLast updated: 14 days ago
- Promoted
Sr Manager- Finance & Accounts (CA Qualified)
PINKVILLAMaharashtra, India Pinkvilla is seeking a detail-oriented and experienced.Senior Manager – Accounts & Finance.The ideal candidate will lead the accounting and finance operations, ensure timely reporting, audit prepar...Show moreLast updated: 14 days ago
- New!
Specialist / Associate (AR / AP)
Acme Services Private LimitedMH, IndiaQuick Apply
- Promoted
Account Specialist
The AES Groupaurangabad, 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 / Analyst
ValorantAurangabad, 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
Manager Account and Finance
Eaglehires HR Solutions Pvt LtdMaharashtra, India We are hiring for one of our client from chemical industry based in Mumbai.Job Title : Senior Account Executive.Location : Borivali East,Mumbai.
We are seeking a detail-oriented and experienced Seni...Show moreLast updated: 13 days ago
- Promoted
AR Follow Up or Accounts Receivable Specialist
Svast Healthcare TechnologiesAurangabad, 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
Financial Planning and Analysis Specialist
Live ConnectionsMaharashtra, India Qualification : Qualified Chartered Accountants Only.Years of experience : 3 to 6 years Post CA.Provide financial analysis and support to onshore teams for various FP&A activities such as Budgeting, ...Show moreLast updated: 2 days ago
- Promoted
Account Executive (US Accounting)
Ambit Tax and AccountingAurangabad, 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 PARTNERSAurangabad, 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
Sr Manager - Finance & Account
APTO SOLUTIONS - EXECUTIVE SEARCH & CONSULTANTSMaharashtra, India Position - Manager / Sr Manager - F&A.Location - Mumbai Corporate Office (Santacruz E).Experience - 4+ years (Post Qualification - CA).
Qualification - Chartered Accountant.Preparation of quarterly,...Show moreLast updated: 5 days ago
- Promoted
Team Member - Finance & Accounts
Suzlon GroupMaharashtra, 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
Structured Finance Specialist
Scry AIaurangabad, maharashtra, 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
Associate Manager-Project Finance
SutherlandMaharashtra, India We are looking for candidates with experience in the.The Credit Analyst (buy-side role) supports the CLO funds of Global Asset Manager with a focus on the U.
The role involves thorough due diligence...Show moreLast updated: 14 days ago