Personal Accounts Management
- Maintain and monitor personal accounts of Directors.
- Track income, expenses, investments, assets, liabilities, and cash flows.
- Prepare monthly and annual personal financial statements and reports.
- Reconcile bank accounts, credit cards, and investment accounts.
Investment & Share Market Accounting
- Maintain records of equity, mutual fund, bond, and other investment transactions.
- Monitor share market investments and prepare portfolio performance reports.
- Track dividends, capital gains, corporate actions, and investment-related income.
- Coordinate with brokers, depository participants, wealth managers, and investment advisors.
Income Tax & Regulatory Compliance
- Prepare and file Income Tax Returns (ITR) for Directors and family members, as applicable.
- Ensure compliance with Income Tax Act provisions relating to investments, capital gains, TDS, and other personal taxation matters.
- Coordinate with tax consultants, auditors, and regulatory authorities.
- Manage tax planning activities and maintain supporting documentation.
Financial Planning & Reporting
- Prepare periodic net-worth statements and personal financial summaries.
- Support budgeting, cash flow planning, and investment decisions.
- Generate MIS reports on investments, tax liabilities, and personal finances.
- Monitor due dates for tax payments, advance tax, and statutory filings.
Documentation & Liaison
- Maintain confidential records related to personal finances, investments, and taxation.
- Coordinate with banks, financial institutions, insurance companies, and legal advisors.
- Manage documentation for loans, insurance policies, property-related transactions, and other personal financial matters.
Required Qualifications
- CA / CMA / MBA Finance / M.Com / B.Com with relevant experience.
- 5–10 years of experience in personal finance management, taxation, and investment accounting.
- Strong knowledge of Income Tax laws, capital gains taxation, and investment accounting.
- Experience in handling equity and mutual fund portfolios.
- Proficiency in MS Excel and accounting software such as Tally, Zoho Books, or similar ERP systems.
Key Skills
- Personal Finance Management
- Income Tax Return Filing
- Capital Gains Computation
- Investment & Portfolio Accounting
- Financial Analysis & Reporting
- Advanced Excel
- Confidentiality & Integrity
- Attention to Detail
- Stakeholder Management
Preferred Experience
- Experience handling personal accounts and investments of senior executives, promoters, or high-net-worth individuals (HNIs).
- Knowledge of stock market operations, mutual funds, PMS, AIFs, and wealth management practices.
Location: Madhapur, Hyderabad
Employment Type: Full-Time
Experience: 5–10 Years (flexible based on candidate profile)
Work Location: In person
