review/improvement of the client's check-writing/payment controls
. You will manage a small team of
1-2 members
. You may also support
investment research
and
family office tax/compliance
on an as-needed basis.
Core Responsibilities
1) Client Accounting & MIS (QuickBooks)
Own end-to-end accounting in
QuickBooks (QBO preferred)
: transaction review, reconciliations, vendor bills, and ledger hygiene.
Drive
monthly close
: journal entries, account reconciliations, finalization of monthly books.
Prepare
monthly MIS
: P&L, Balance Sheet, Cash Flow, variance notes, and management summary.
Coordinate with client stakeholders and external partners (payroll provider / US CPA, if applicable).
for execution and quality review.
Optional Responsibilities (As Needed)
3) Investment Research Support (Family Office)
Support equity-focused research: screening, basic financial analysis, peer comparison, and concise research notes.
Track portfolio/watchlist and summarize earnings/news into short briefs or memos.
4) Family Office Tax & Compliance Support
Coordinate with external consultants for periodic filings/compliance.
Maintain working papers, schedules, documentation, and support for notices/audits as required.
Requirements
Qualified CA
, strong ownership mindset and attention to detail.
Practical experience in
QuickBooks
and monthly close + reconciliations.
Strong Excel/Google Sheets and reporting capability.
Process-and-controls orientation; comfortable leading a small team.
Ability to coordinate with US stakeholders (some time-zone overlap may be required).
Job Types: Full-time, Fresher
Pay: ₹600,000.00 - ₹720,000.00 per year
Ability to commute/relocate:
Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
In addition to your application and CV, there will be a screening process via form submission. We hope you will take part in it. (Mandatory)
Work Location: In person
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