No longer accepting applications
Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.meerut, uttar pradesh, in10 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 • meerut, uttar pradesh, in
Related jobs
- Promoted
- New!
Finance Account Specialist
Fairgrowth Management Consultants Pvt. Ltd.Delhi, India Our client, a listed real estate developer, is searching for a Manager.Personal Accounts, Taxation and Wealth Management.
Reporting To : Family Principal / Family Office Head.We are seeking a highly ...Show moreLast updated: 2 hours ago
- Promoted
AR Follow Up or Accounts Receivable Specialist
Svast Healthcare Technologiesmeerut, uttar pradesh, 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
ArtefactDelhi, 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: 5 days ago
- Promoted
- New!
Trade Finance Specialist - Invoice Finance
Selections HR Services Private LimitedDelhi, 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
Fund Accounting Manager
Selections HR Services Private LimitedMeerut, 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
Trade Finance Specialist
Otomeyt AIDelhi, India JOB SUMMARY AND RESPONSBILITIES.Prepare to gain a comprehensive understanding of the settlement and trade flows for all the firms businesses and how they interact with the books and records that ar...Show moreLast updated: 16 days ago
- Promoted
Sr Manager- Finance & Accounts (CA Qualified)
PINKVILLADelhi, India Role Overview : Pinkvilla is seeking a detail-oriented and experienced.Senior Manager – Accounts & Finance.The ideal candidate will lead the accounting and finance operations, ensure timely reportin...Show moreLast updated: 26 days ago
- Promoted
Finance Specialist
Medhaj Techno Concept Pvt. Ltd.Ghaziabad, IN The ideal candidate must have strong expertise in financial management, accounting, and handling large infrastructural projects.
Location : Uttar Pradesh and Multiple locations in India (.Must have 9...Show moreLast updated: 30+ days ago
- Promoted
Accounts Payable Specialist
BPTP Ltd.Noida, Uttar Pradesh, India The role is for Bank Reconciliation process for BPTP Group entities.Candidate should have good understanding of the accounting processes and knowledge of SAP will be an added advantage.Role will be...Show moreLast updated: 4 days ago
- Promoted
Project Finance Specialist
CARE Hospitals, Quality CARE India LimitedDelhi, India The role is responsible for managing project financial planning, project funding, cost control, contract administration and commercial governance for hospital expansion and greenfield / brownfield pr...Show moreLast updated: 6 days ago
- Promoted
Accounts Receivable Specialist
Searce IncDelhi, 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
Finance Account Officer
Speedy Multimodes LimitedDelhi, India Qualification (CA – 2020 or before.Minimum 5 years of post-qualification experience.Overall in-charge of finance pertaining to the CFS - Responsible for Finance, accounts and audit compliance - Bud...Show moreLast updated: 6 days ago
- Promoted
Senior Specialist – Project Accounting
WSPGreater Delhi Area, India Senior Specialist – Project Accounting.The role sits within the Finance Business Partnering function reporting to the Discipline Financial Controller (DFC).
Primary stakeholders include members of t...Show moreLast updated: 6 days ago
- Promoted
Account Executive (US Accounting)
Ambit Tax and AccountingMeerut, 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
Structured Finance Specialist
Scry AInoida, delhi, 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
Accounts Payable Specialist
EYEGLOBAL SOLUTIONS PVT. LTD.Delhi, India Role : Account Payable Exp : 0-1 Yrs Education : MBA - Finance Mandatory to have excellent English communication.Watch JD for more details : https : / / youtu.
Thanks, Vikrant Hodage Unlock Your Future with ...Show moreLast updated: 5 days ago
- Promoted
Account Specialist
The AES Groupghaziabad, uttar pradesh, 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 Account Specialist - SEAA (Malaysia, Phillipines, SG)
Ally-eXecutive HRDelhi, India Hiring for a Office Design Brand with Global presence.Looking for candidates with strong accounting in SEAA (Philippines, Thailand, Australian and Malaysia entity of the Group) geography.As the Acc...Show moreLast updated: 27 days ago