Group Companies & Family Office Accounting

Shyam Steel; Kolkata District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Shyam Steel is seeking a senior Chartered Accountant to lead promoter wealth and portfolio accounting, including complex investment accounting across equity, debt, and private assets. The role covers cash flow management, estate administration for high-value properties, and strict tax/compliance across domestic rules and FEMA regulations, with SAP and advanced MS Excel proficiency required.

Lead a lean team, coordinate with wealth managers and auditors, and uphold utmost discretion in handling

Qualifications

• Chartered Accountant qualification required.
• 10-15 years post-qualification experience, preferably in a Single/Multi-Family Office.

Responsibilities

• Investment accounting for promoters, promoter family, and related entities across equity, debt, private equity, venture capital, and alternatives.
• Cash flow management including liquidity, funding requirements, and distributions for promoters and immediate families.
• Estate administration including high-value real estate portfolio, with tracking of taxes, maintenance, and insurance.
• Compliance, documentation & operations including corporate secretarial, banking, tax adherence, and record keeping.
• Leadership & stakeholder management, mentoring a lean accounting/administrative team and liaising with wealth managers, legal counsels, tax advisors, real estate brokers, and auditors.

Skills

SAP

MS Excel (Advanced)

Education

Chartered Accountant (CA)

Tools

SAP

MS Excel

Job description

Role & responsibilities

Key Responsibilities

Promoter Wealth & Portfolio Accounting

• Investment Accounting: Manage complex accounting for a diverse array of investments i.e. Promoters investments, Promoter Family, Stakeholder Company, Charitable Trust, LLP, NBFC, including equity, debt, private equity, venture capital, and alternative assets.
• Cash Flow Management: Monitor and optimize liquidity, personal cash flows, funding requirements, and distributions for promoters and their immediate families.

Estate Administration

• Estate Management: Oversee the accounting management of a high-value real estate portfolio, including commercial, residential, and agricultural properties.
• Operational Expenses: Monitor and process property tax payments, maintenance costs, utility bills, and insurance premiums.
• Revenue Management: Track rental income, lease compliance, tenant renewals, and property-related cash flows.

Compliance, Documentation & Operations

• Corporate Secretarial & Banking: Lead the end-to-end documentation for opening, maintaining, and closing bank, demat, and investment accounts.
• Taxation & Compliance: Ensure strict adherence to domestic tax laws, including advance tax planning of the group Companies and responding to regulatory notices.
• Record Keeping: Maintain flawless physical and digital archives of title deeds, investment certificates, share registries, and legal agreements.
• MIS: Monitor and review MIS of all Accounts.

Leadership & Stakeholder Management

• Team Leadership: Mentor, guide, and manage a lean team of accountants and administrative staff to ensure timely and accurate deliverables.
• Vendor & Advisor Liaison: Coordinate effectively with external stakeholders, including wealth managers, legal counsels, tax advisors, real estate brokers, and auditors.

Required Qualifications & Skills

Education & Experience

• Certification: Chartered Accountant (CA) qualification is mandatory.
• Experience: Minimum 10-15 years of post-qualification experience, with a significant portion spent inside a Single/Multi-Family Office environment.

Technical Competencies

• Deep expertise in Indian and International accounting standards, direct/indirect taxation, and FEMA regulations.
• Proficiency in SAP and advanced MS Excel.

Behavioral Attributes

• Uncompromised ethics, integrity, and discretion in handling sensitive financial data.
• Exceptional organizational and multi-tasking abilities to operate effectively in a fast-paced environment.
• Strong analytical mind with a proactive approach to problem-solving.