Article Assistant

New Wave League; Thane; On-site; Full time

Job description

1. ROLE OVERVIEW

At yourCFO, we view Articleship as a structured professional development journey, not just a training requirement.

During the Articleship period, the firm will:

• Provide structured exposure to process of books closure, MIS, analysis, taxation, and advisory assignments.
• Build strong technical foundations in accounting, financial reporting, and compliances.
• Train you in analytical thinking through MIS preparation and financial analysis.
• Develop your understanding of tax laws, audit documentation, and regulatory compliance
• Provide hands‑on client interaction experience under guided supervision.
• Train you in disciplined deliverables, attention to detail, adherence to timelines, and quality standards.
• Develop presentation and Summarisation skills
• Instil professional discipline, ethical conduct, and integrity aligned with ICAI standards

Our objective is to transform Article Assistants into well‑rounded finance professionals with practical exposure across accounting, taxation, compliance, and advisory services preparing them for leadership roles post‑qualification.

A. Accounting, Book Closure & MIS Support

• Assistance in day‑to‑day accounting and ledger scrutiny
• Supporting monthly / quarterly book closure activities
• Review of revenue, expenses, provisions, accruals, and prepaid entries
• Bank, debtor, and creditor reconciliations
• Assisting in preparation of schedules for:
• Profit & Loss
• Balance Sheet
• Cash Flow
• Supporting preparation of MIS reports and variance analysis
• Identifying discrepancies and assisting in rectification entries
• Ensuring proper maintenance of working papers and accounting documentation

B. Financial and Legal review Assignments

• Review of compliance records and audit files
• Analysis of financial data and make observations
• Attention to red flags and appropriate summarisation
• Review compliances under Direct and Indirect taxation
• Review compliances under Companies Act
• Review and analyse impact of non‑compliance under any of the act.

C. Financial Reporting

• Assisting in preparation of financial statements as per applicable GAAP, Ind AS
• Compilation of financial data and reconciliation of accounts
• Assisting in preparation of Consolidated financials.
• Computation of Goodwill, valuation, restatement
• Preparation of supporting schedules and disclosures
• Supporting finalization and presentation of financial information

D. Taxation & Compliance Support

• Assistance in preparation of Income Tax returns
• Supporting GST return workings and reconciliations
• Understanding and applying relevant tax provisions
• Assisting in client compliance with tax regulations
• Preparation of tax computations and reconciliations
• Supporting documentation for assessments and notices

E. Financial Analysis & Reporting

• Analysis of financial data
• Conducting ratio and trend analysis
• Assisting in preparation of analytical reports to support decision‑making
• Supporting basic advisory assignments where required

F. Documentation & Record Maintenance

• Maintaining accurate and organized records
• Ensuring completeness and accuracy of working papers
• Adherence to documentation standards and timelines
• Timely submission of assignments and reports

3. PROFESSIONAL CONDUCT & ETHICS

• Adherence to ICAI Code of Conduct and professional ethics
• Maintaining high standards of integrity and confidentiality
• Responsible handling of client information
• Professional behaviour in internal and client interactions

4. ELIGIBILITY CRITERIA

• Currently pursuing CA (Inter cleared – both groups preferred)
• Strong academic foundation in accounting and taxation
• Interest in accounting, MIS, and advisory services
• Willingness to learn in a consulting‑oriented environment

5. REQUIRED COMPETENCIES

Functional

• Accounting fundamentals
• Basic understanding of book closure process
• Reconciliations and ledger review
• Tax fundamentals (Income Tax & GST)
• Basic MIS concepts

Behavioral

• Learning orientation
• Attention to detail
• Accountability and discipline
• Effective communication
• Team collaboration
• Ethical conduct

Technical

• Working knowledge of Excel
• Exposure to Tally / ERP
• Documentation and drafting skills