Job Roles and Responsibilities of an Account Executive in a CA FirmJob Title: Account ExecutiveKey Responsibilities
- Maintain day-to-day accounting records and financial transactions.
- Prepare and manage invoices, receipts, payments, and expense reports.
- Handle bookkeeping using accounting software such as Tally, Zoho Books, or QuickBooks.
- Assist in GST filing, TDS calculations, and tax-related documentation.
- Reconcile bank statements and ledger accounts regularly.
- Support Chartered Accountants in audit preparation and financial reporting.
- Maintain client financial records and ensure document accuracy.
- Prepare profit & loss statements, balance sheets, and MIS reports.
- Follow up with clients for pending documents, payments, and compliance requirements.
- Assist in ROC, income tax, and statutory compliance activities.
- Organize and maintain financial files and records.
- Coordinate with internal teams and clients regarding accounting matters.
- Ensure compliance with accounting standards and company policies.
Required Skills
- Knowledge of Accounting Principles and Taxation.
- Proficiency in Tally ERP, MS Excel, and accounting software.
- Understanding of GST, TDS, and Income Tax regulations.
- Strong analytical and numerical skills.
- Good communication and client-handling abilities.
- Attention to detail and accuracy in financial reporting.
- Time management and organizational skills.
Qualification
- B.Com, M.Com, MBA Finance, or equivalent qualification.
- 1–3 years of accounting experience preferred.
- Experience in a CA firm will be an added advantage.
Sample Job Description Summary
We are looking for a detail-oriented Account Executive to manage accounting operations, bookkeeping, GST and TDS compliance, financial reporting, and client coordination. The candidate should have strong accounting knowledge, proficiency in Tally and Excel, and the ability to support audit and taxation activities in a Chartered Accountant firm.
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
- Paid time off
- Provident Fund
Work Location: In person
