Job Description

We are hiring an experienced Sr. Accounts Manager for our

Coimbatore (RS Puram)

based company.

Job Title:

Investments & MD Personal Accounts / Family Office Accountant

1. MD Personal Account & Portfolio Management

Wealth Tracking:

Manage, reconcile, and report on the MD's personal investment portfolios, including stocks, bonds, private equity, real estate, and alternative assets.

Cash Flow Management:

Monitor personal cash flow, manage bank accounts, and handle personal payables/receivables.

Asset Structure Maintenance:

Maintain, update, and project cash flows for personal trusts, holding companies, or estate structures.

Investment Reporting:

Prepare monthly/quarterly reports on portfolio performance, valuation, and asset allocation.

Advisory Liaison:

Act as the primary liaison between the MD and tax preparers, bankers, investment advisors, and legal counsel.

2. Investment Accounting & Compliance

Transaction Recording:

Document and reconcile investment transactions (purchases, sales, dividends, interest) to ensure accuracy.

Tax Planning & Compliance:

Calculate tax obligations, manage estimated tax payments, and ensure compliance with tax regulations (e.g., filing tax returns, 26AS reconciliation).

Valuation Analysis:

Perform regular valuations of investment assets to determine net asset value (NAV) and benchmark performance.

Audit Coordination:

Assist with year-end audit processes and provide supporting documentation for audit inquiries.

3. General Administrative & Confidentiality

Confidentiality:

Maintain strict confidentiality regarding personal financial data and investment strategies.

Process Improvement:

Streamline financial reporting processes using advanced Excel and accounting software (e.g., QuickBooks, Tally).
Contact: HR Manager / 7708991333

Job Types: Full-time, Permanent

Pay: ?30,000.00 - ?45,000.00 per month

Work Location: In person