Accountant – Family Office

HSAG Consulting Private Limited; Mumbai City; On-site; INR 600,000 - 1,000,000; Full time

Job summary

An established industry player is seeking a skilled accountant to manage comprehensive financial responsibilities. This role involves maintaining accurate financial records, preparing statements, and ensuring compliance with tax regulations. You will collaborate with external advisors and manage cash flows while maintaining confidentiality. The ideal candidate will have a strong accounting background, excellent analytical skills, and proficiency in accounting software. Join a dynamic team where your expertise will contribute to financial success and support high-net-worth clients in achieving their financial goals.

Qualifications

• 5+ years of accounting experience in CA office or wealth management.
• Strong understanding of financial statements and tax laws.

Responsibilities

• Maintain accurate books of accounts and prepare financial statements.
• Assist in tax planning and ensure timely payment of obligations.

Skills

Accounting

Finance

Analytical Skills

Communication Skills

Problem-solving

Attention to Detail

Education

Bachelor’s degree in Accounting

Master’s degree in Finance

Tools

Tally

Zoho Books

MS Excel

Job description

• Maintain accurate books of accounts, including general ledger, accounts payable/receivable, and reconciliations.
• Prepare monthly, quarterly, and annual financial statements and reports.
• Monitor and track cash flows, bank accounts, and investment transactions.
• Assist in tax planning, preparation, and compliance for the family and their entities.
• Ensure timely payment of bills, loan EMIs, insurance premiums, and other obligations.
• Work closely with external tax advisors, auditors, and investment managers.
• Maintain records for real estate holdings, rental income, and related expenses.
• Support budgeting, expense management, and financial forecasting.
• Handle payroll processing, TDS, and GST filings where applicable.
• Maintain confidentiality and safeguard the family’s financial data.

Qualifications & Skills:

• Bachelor’s or Master’s degree in Accounting, Finance, or a related field.
• Minimum 5 years of accounting experience, preferably in a CA office, wealth management, or private client environment.
• Strong understanding of financial statements, tax laws, and compliance regulations.
• Proficiency in accounting software (e.g., Tally, Zoho Books) and MS Excel.
• Attention to detail, analytical mindset, and problem-solving abilities.
• Excellent communication and interpersonal skills.
• High level of integrity and discretion in handling confidential financial information.

Preferred Qualifications:

• Experience with investment and portfolio accounting.
• Prior experience working with high-net-worth individuals or private family offices will be an added advantage.

CTC: As per the market standard.

Experience: 5+ Years

Seniority level

Mid-Senior level

Employment type

Full-time