Technical Group Head - Client Servicing (Chartered Accountant - BLR)

Placementship In; Bengaluru; On-site; INR 1,400,000 - 2,100,000; Full time

Job summary

Placementship is seeking a Technical Group Head Client Servicing in Bengaluru to own a portfolio of 12+ clients, lead a finance and audit team, and deliver high-quality advisory services.

The role moves beyond traditional accounting to holistic client servicing and management consulting, requiring CA qualification and 4+ years of post-qualification experience.

Qualifications

• CA/Chartered Accountant with 4+ years post-qualification experience preferred.
• Strong understanding of Indian Accounting Standards, GST, income tax, and audits.
• Hands-on experience with Tally, QuickBooks or Zoho Books; advanced MS Excel skills.

Responsibilities

• Own and manage a portfolio of 12+ client engagements with end-to-end ownership.
• Lead a multidisciplinary finance and audit team to deliver high-quality outputs.
• Provide proactive technical and business advisory to clients.
• Coordinate client onboarding and lifecycle management with internal teams.
• Ensure timely, accurate MIS reporting and compliance across engagements.

Skills

CA / Chartered Accountant

Client leadership

English communication

Education

CA / Chartered Accountant

Tools

Tally

QuickBooks

Zoho Books

GreytHR

Keka

MS Excel

Job description

Placementship is hiring for a growing business and strategic consulting firm that works closely with businesses across accounting, taxation, audit, compliance, MIS and strategic advisory.

The organization is looking for a Technical Group Head Client Servicing who can take end-to-end ownership of a portfolio of clients, lead a multidisciplinary finance and audit team, ensure high-quality deliverables and provide proactive technical and business advisory to clients.

The role offers an opportunity to move beyond traditional accounting and audit responsibilities into holistic client servicing, consulting and management advisory.

Role Overview

The Technical Group Head will be responsible for ensuring the timeliness, accuracy and quality of client deliverablesand managing the complete lifecycle of an allocated portfolio of 12+ clients.

The role will involve a combination of:

• Client servicing
• Finance & accounting
• Audit & taxation
• Compliance
• MIS and reporting
• Technical advisory
• Team management
• Client onboarding
• Management consulting

Key Responsibilities

1. Client Portfolio Management

• Own and manage a portfolio of 12+ client engagements.
• Plan and oversee the complete lifecycle of client engagements.
• Ensure all deliverables agreed under Letters of Engagement are completed accurately and on time.
• Participate in planning and implementation of standardized client servicing practices.
• Take ownership of client relationships and service quality.

2. End-to-End Client Lifecycle

• Participate in onboarding and setting up new client entities.
• Ensure smooth transition and takeover of existing retainer activities.
• Understand client businesses and provide ongoing high-level consultation.
• Coordinate across internal teams to ensure seamless delivery.

3. Finance, Accounting & Compliance

• Ensure implementation of appropriate accounting software and customized Chart of Accounts.
• Establish and monitor:
• Compliance calendars
• Weekly accounting calendars
• Payroll calendars
• Monthly fund request statements
• Ensure timely invoicing as per signed agreements.
• Oversee book closure processes and accurate MIS reporting.
• Ensure timely GST, TDS, payroll and other applicable compliance activities.

4. Audit & Tax

• Guide the team on advance tax preparation.
• Oversee preventive / real-time audit processes.
• Review audit and tax reports before final sign-off.
• Coordinate statutory audit closure and annual tax compliance.
• Provide guidance on:
• Direct Tax
• Indirect Tax
• Transfer Pricing
• Annual filings
• Ensure all audit and tax objectives for the assigned client group are achieved.

5. Corporate Governance

• Coordinate with the Company Secretarial team for corporate and regulatory requirements.
• Ensure timely execution of activities such as Board Meetings and related compliances.
• Ensure clients remain compliant with applicable statutory and regulatory requirements.

6. Team Management

The candidate will have ownership of a dedicated client servicing group consisting of:

Manager – Finance & Accounts

• Accounting and bookkeeping
• Withholding taxes
• GST matters
• Compensation & benefits
• Labour law matters
• MIS reporting

Manager – Audit & Tax / Qualified CA

• Preventive audits
• Statutory audit closure
• Direct and indirect taxation
• Transfer pricing
• Annual filings
• Lead, mentor and review the performance of the team.
• Ensure effective allocation of work and utilization of resources.
• Develop the technical capabilities of team members.
• Work closely with HR on people-related and administrative matters.

7. Technical Advisory & Consulting

• Stay updated on accounting, tax, audit and regulatory developments.
• Provide technical guidance and professional opinions to internal teams and clients.
• Participate in technical discussions involving complex client matters.
• Collaborate across teams to provide holistic client deliverables.
• Identify business, tax, accounting and compliance implications of key client decisions.

8. 360 Transaction Advisory

• Independently assess significant transactions, special events and critical business decisions of clients.
• Understand the commercial, accounting, tax and regulatory implications of transactions.
• Adopt a 360-degree view while advising clients.
• Proactively identify risks and opportunities and protect the client's interests.

9. Client Interaction & Relationship Management

• Participate in client calls, meetings, presentations and discussions.
• Build trusted relationships with client management.
• Provide proactive and value-added consultation.
• Present MIS reports and business insights to clients.
• Ensure clients receive a high-quality consulting and advisory experience.

10. New Client & Business Support

• Support management in preliminary discussions with prospective clients.
• Participate in new client onboarding.
• Assist in allocating clients to appropriate servicing groups.
• Support the setup and mapping of new activities and engagements.

11. Management & Process Support

• Provide management with regular updates on client and team matters.
• Support implementation of:
• Workflow management tools
• Time and productivity tracking tools
• Management reporting systems
• SOPs
• Client servicing guidelines
• Internal policies and procedures

Candidate Profile

Qualification & Experience

• CA / Qualified Chartered Accountant preferred.
• 4+ years of post-qualification experience

Technical Skills

• Strong understanding of:
• Indian Accounting Standards
• GST
• Income Tax
• Audit
• Corporate compliance
• MIS reporting
• Hands-on experience with Tally, QuickBooks or Zoho Books.
• Familiarity with payroll platforms such as GreytHR or Keka.
• Advanced MS Excel proficiency is mandatory.

Key Competencies

• Strong client-first mindset.
• Ability to independently manage multiple client engagements.
• Excellent written and verbal English communication.
• Strong analytical and problem-solving abilities.
• Ability to understand the tax and financial implications of business decisions.
• Strong people-management and leadership capabilities.
• Ability to work in a fast-paced, consulting-oriented environment.
• High degree of ownership, discipline and attention to detail.

Why This Opportunity?

This is not a traditional accounting or audit role. The position offers an opportunity to become a strategic partner to clients, combining technical finance expertise with consulting, client relationship management and business advisory.

The role is particularly suited for professionals who want to move from execution-oriented CA firm roles into end-to-end client ownership and strategic consulting.